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Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1851
Brinker Capital Investments
Pennsylvania
$55K -$10.1K -100 -16%
CCMW
1852
Cypress Capital Management (Wyoming)
Wyoming
$53.4K -$94.7K -942 -65%
WI
1853
Wintrust Investments
Illinois
$51K +$433K +4,303 New
KLI
1854
Kelman-Lazarov Inc
Tennessee
$46.9K – – –
FPTW
1855
Franklin, Parlapiano, Turner & Welch
Texas
$43K -$161K -1,600 -80%
AWMS
1856
Advocacy Wealth Management Services
Georgia
$43K -$72.7K -723 -64%
DSN
1857
D. Scott Neal
Kentucky
$43K – – –
RWG
1858
Regal Wealth Group
California
$42K -$5.73K -57 -12%
PFO
1859
Pathstone Family Office
New Jersey
$42K +$30.3K +301 +298%
IF
1860
Ironwood Financial
Arizona
$39K – – –
DPA
1861
Delphi Private Advisors
California
$28K +$7.54K +75 +40%
RBC
1862
Roble Belko & Company
Pennsylvania
$27K -$50.3K -500 -66%
SFPIA
1863
Stevens First Principles Investment Advisors
California
$27K – – –
TWMP
1864
Taylor Wealth Management Partners
Massachusetts
$21K – – –
WAS
1865
WESPAC Advisors SoCal
California
$20.2K -$6.04K -60 -24%
HCM
1866
Herndon Capital Management
Georgia
$18K +$17.5K +174 New
LBG
1867
Lloyds Banking Group
United Kingdom
$17K – – –
CFS
1868
Commonwealth Financial Services
West Virginia
$17K +$3.92K +39 +33%
SIA
1869
SeaBridge Investment Advisors
New Jersey
$16K – – –
CFG
1870
CKW Financial Group
Hawaii
$16K +$101 +1 +0.6%
CAL
1871
Capital Advisors Ltd
Ohio
$9K – – –
CWM
1872
Cranbrook Wealth Management
Michigan
$9K – – –
BBPWM
1873
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
BCMIO
1874
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
HWP
1875
Hefty Wealth Partners
Indiana
$3K – – –
73 74
75
76 77