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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1851
CX Institutional
Indiana
$165K +$30.2K +414 +23%
GLLW
1852
Graves Light Lenhart Wealth
Virginia
$164K – – –
CA
1853
Centerpoint Advisors
Massachusetts
$161K – – –
PAI
1854
Pittenger & Anderson Inc
Nebraska
$160K +$5.46K +75 +4%
PB
1855
Pinnacle Bancorp
Nebraska
$160K +$15.7K +215 +11%
TF
1856
Tompkins Financial
New York
$159K -$8.01K -110 -5%
CCC
1857
Crescent Capital Consulting
Louisiana
$155K +$1.24K +17 +0.8%
RCG
1858
Rock Creek Group
District of Columbia
$154K -$34.6K -475 -19%
SQA
1859
Simon Quick Advisors
New Jersey
$154K -$33.4K -459 -18%
CWC
1860
Carolinas Wealth Consulting
North Carolina
$154K +$34.1K +468 +30%
MF
1861
Manchester Financial
California
$152K +$18.8K +258 +15%
SWA
1862
SOA Wealth Advisors
New York
$137K +$146 +2 +0.1%
GGHC
1863
Gilder Gagnon Howe & Co
New York
$134K +$129K +1,775 New
SC
1864
Sierra Capital
Florida
$132K +$128K +1,755 New
AFS
1865
Annapolis Financial Services
Maryland
$131K -$21.9K -301 -15%
PWMG
1866
Prestige Wealth Management Group
New Jersey
$131K – – –
MWM
1867
Mascoma Wealth Management
New Hampshire
$131K +$126K +1,735 New
SFM
1868
Systematic Financial Management
New Jersey
$127K – – –
GFA
1869
Gifford Fong Associates
California
$126K – – –
CAC
1870
Certified Advisory Corp
Florida
$123K +$119K +1,627 New
BWM
1871
Baystate Wealth Management
Massachusetts
$122K +$8.89K +122 +8%
AWM
1872
Accel Wealth Management
Iowa
$121K +$44.9K +616 +62%
ACM
1873
AUA Capital Management
Pennsylvania
$117K – – –
NFSG
1874
Newbridge Financial Services Group
Florida
$115K -$1.09K -15 -1%
JWM
1875
Janiczek Wealth Management
Colorado
$115K +$35.6K +489 +47%
73 74
75
76 77