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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1751
TrueWealth Advisors
Alabama
$696K -$15.8K -162 -2%
SA
1752
Shilanski & Associates
Alaska
$696K +$58.5K +599 +10%
TW
1753
Transform Wealth
Colorado
$696K +$58.7K +601 +10%
OCG
1754
Opus Capital Group
Ohio
$694K -$96.7K -990 -13%
CCG
1755
Ceeto Capital Group
Florida
$694K – – –
IP
1756
Investment Partners
Ohio
$693K -$35.3K -361 -5%
OFS
1757
Orrstown Financial Services
Pennsylvania
$693K +$12.4K +127 +2%
HCM
1758
Hollencrest Capital Management
California
$692K +$78.1K +800 +14%
MIM
1759
Merrion Investment Management
New Jersey
$691K – – –
AWA
1760
Arkadios Wealth Advisors
Georgia
$690K +$99.4K +1,018 +18%
EF
1761
Empowered Funds
Pennsylvania
$688K – – –
IAMOG
1762
Investors Asset Management of Georgia
Georgia
$686K -$8.98K -92 -1%
CP
1763
Covenant Partners
Tennessee
$685K +$638K +6,536 New
ACI
1764
Alpha Cubed Investments
California
$684K -$40.4K -414 -6%
SCA
1765
Salient Capital Advisors
Texas
$682K -$103K -1,055 -14%
SAM
1766
S.A. Mason
Michigan
$681K +$48.8K +500 +8%
TAM
1767
Townsend Asset Management
North Carolina
$677K -$50K -512 -7%
AC
1768
Avestar Capital
New York
$674K +$62.3K +638 +11%
AWM
1769
Aberdeen Wealth Management
Illinois
$671K -$92.3K -945 -13%
NQWM
1770
Northwest Quadrant Wealth Management
Oregon
$671K +$4.88K +50 +0.8%
FIA
1771
Foundations Investment Advisors
Arizona
$671K +$186K +1,903 +42%
NEIRG
1772
New England Investment & Retirement Group
Massachusetts
$669K +$255K +2,612 +69%
GAM
1773
Grandview Asset Management
Pennsylvania
$669K +$336K +3,440 +117%
BFA
1774
Beaumont Financial Advisors
Massachusetts
$665K +$15.1K +155 +3%
PP
1775
Pegasus Partners
Wisconsin
$663K -$270K -2,766 -30%
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71
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