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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2126
PineBridge Investments
New York
$202K -$16.3K -176 -8%
FQ
2127
First Quadrant
California
$202K – – –
HNWA
2128
Henrickson Nauta Wealth Advisors
Michigan
$202K +$180K +1,950 New
AI
2129
Accredited Investors
Minnesota
$201K +$180K +1,947 New
AWP
2130
Ascent Wealth Partners
New York
$201K +$231K +2,500 New
AWM
2131
Accel Wealth Management
Iowa
$200K +$92 +1 +0.1%
CPIA
2132
Cornell Pochily Investment Advisors
New York
$200K +$179K +1,940 New
SIS
2133
Sound Income Strategies
Florida
$198K +$2.13K +23 +1%
SWA
2134
SOA Wealth Advisors
New York
$193K -$76.6K -829 -31%
AA
2135
AlphaMark Advisors
Kentucky
$192K -$19.4K -210 -10%
SN
2136
Sittner & Nelson
Oregon
$190K +$69.3K +750 +68%
EWA
2137
EverSource Wealth Advisors
Alabama
$187K +$168K +1,814 New
MWM
2138
Mascoma Wealth Management
New Hampshire
$183K +$462 +5 +0.3%
CWC
2139
Carolinas Wealth Consulting
North Carolina
$181K +$27.8K +301 +21%
CCC
2140
Crescent Capital Consulting
Louisiana
$180K – – –
PWMG
2141
Prestige Wealth Management Group
New Jersey
$180K – – –
SWM
2142
Selective Wealth Management
Virginia
$179K -$92 -1 -0.1%
AFS
2143
Annapolis Financial Services
Maryland
$179K – – –
AIM
2144
Acropolis Investment Management
Missouri
$176K -$123K -1,329 -44%
CAC
2145
Core Alternative Capital
Georgia
$176K +$158K +1,709 New
SFM
2146
Systematic Financial Management
New Jersey
$174K – – –
FWM
2147
Focused Wealth Management
New York
$174K +$92 +1 +0.1%
GFA
2148
Gifford Fong Associates
California
$173K – – –
MGI
2149
MayTech Global Investments
New York
$173K – – –
FFA
2150
Freedman Financial Associates
Massachusetts
$165K -$9.24K -100 -6%
84 85
86
87 88