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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1801
Coastal Bridge Advisors
Connecticut
$512K -$1.07K -12 -0.2%
SCM
1802
SOL Capital Management
Maryland
$511K -$85.1K -950 -14%
AIP
1803
Almanack Investment Partners
Pennsylvania
$510K +$512K +5,714 New
HFA
1804
HC Financial Advisors
California
$509K -$51.9K -580 -9%
JLBC
1805
J.L. Bainbridge & Co
Florida
$509K -$44.1K -493 -8%
LWM
1806
Laidlaw Wealth Management
New York
$509K +$107K +1,191 +26%
AF
1807
Aldebaran Financial
$508K -$363K -4,054 -42%
HBWM
1808
Hollow Brook Wealth Management
New York
$508K +$61.3K +685 +14%
IHL
1809
Investment House LLC
California
$506K +$508K +5,671 New
MAM
1810
Marotta Asset Management
Virginia
$505K -$11.6K -130 -2%
WMA
1811
Wealth Management Associates
New Jersey
$503K +$19.3K +216 +4%
BG
1812
Berry Group
Massachusetts
$502K – – –
GFS
1813
GYL Financial Synergies
Connecticut
$499K -$257K -2,873 -34%
SA
1814
Shilanski & Associates
Alaska
$499K +$3.85K +43 +0.8%
FIA
1815
Foundations Investment Advisors
Arizona
$499K +$26.9K +300 +6%
VLC
1816
Van Leeuwen & Company
New Jersey
$496K +$9.31K +104 +2%
FC
1817
Fayerweather Charles
$493K +$80.6K +900 +19%
TC
1818
TradeLink Capital
Illinois
$493K +$494K +5,520 New
VCS
1819
Vaughan & Co Securities
New Jersey
$492K – – –
JIP
1820
Jaffetilchin Investment Partners
Florida
$491K -$95.2K -1,063 -16%
PFC
1821
Phocas Financial Corp
California
$490K -$116K -1,300 -19%
TAM
1822
Townsend Asset Management
North Carolina
$490K +$67.9K +758 +16%
MWM
1823
Merriman Wealth Management
Washington
$489K -$36.3K -405 -7%
CIM
1824
Cambria Investment Management
California
$488K -$103K -1,152 -17%
EA
1825
Emerald Advisors
Washington
$488K -$14.3K -160 -3%
71 72
73
74 75