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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2851
Seneschal Advisors
Washington
$12.1K – – –
CT
2852
Coastline Trust
Rhode Island
$12K -$1.12K -11 -8%
MTI
2853
Merrithew & Thorsten Inc
California
$12K – – –
EP
2854
Essential Partners
California
$11.9K -$301K -2,948 -96%
MAS
2855
MPWM Advisory Solutions
Georgia
$11.8K – – –
AP
2856
Aspect Partners
Virginia
$11.7K – – –
OA
2857
Operose Advisors
Wisconsin
$11.2K -$47.1K -462 -80%
BFS
2858
Burkett Financial Services
South Carolina
$10.8K – – –
MNA
2859
Manning & Napier Advisors
New York
$10.8K +$2.04K +20 +22%
JFG
2860
JDM Financial Group
Texas
$10.6K – – –
LFA
2861
LGT Financial Advisors
Texas
$10.4K – – –
SFS
2862
Sunrise Financial Services
Washington
$10.3K -$20.5K -201 -65%
BH
2863
Burk Holdings
Oklahoma
$10.1K – – –
EA
2864
Evolution Advisers
Virginia
$10K +$510 +5 +5%
LG
2865
LAM Group
Oregon
$9.63K – – –
TC
2866
Toews Corporation
New Jersey
$9.63K +$10.2K +100 New
CFP
2867
Comprehensive Financial Planning
Pennsylvania
$9.21K +$102 +1 +1%
DRP
2868
Decker Retirement Planning
Utah
$9.05K – – –
SC
2869
Swan Capital
Florida
$8.71K -$12.2K -120 -57%
DCM
2870
Davis Capital Management
Florida
$8.18K +$4.59K +45 +113%
ETS
2871
ESL Trust Services
New York
$8.09K – – –
PWM
2872
Peterson Wealth Management
Nevada
$7.82K – – –
PAG
2873
Paladin Advisory Group
Iowa
$7.7K – – –
DF
2874
DecisionPoint Financial
Arizona
$7.47K -$2.35K -23 -23%
CAIM
2875
Catherine Avery Investment Management
Florida
$6.93K – – –
113 114
115
116 117