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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2201
Armstrong Advisory Group
Massachusetts
$375K -$6.81K -74 -2%
CIG
2202
Cairn Investment Group
Washington
$374K – – –
KLI
2203
Kelman-Lazarov Inc
Tennessee
$374K -$10.8K -117 -3%
CRWM
2204
Castle Rock Wealth Management
California
$374K -$40.3K -438 -10%
PA
2205
Parkside Advisors
California
$374K -$15.9K -173 -4%
GRQ
2206
Gardner Russo & Quinn
Pennsylvania
$374K -$18.5K -201 -5%
HFW
2207
Horizon Family Wealth
Illinois
$374K +$8.83K +96 +3%
HGERS
2208
Householder Group Estate & Retirement Specialist
Arizona
$373K -$15.5K -168 -4%
AWM
2209
Aviso Wealth Management
Washington
$371K -$37.4K -407 -10%
SIM
2210
Sentry Investment Management
Wisconsin
$371K -$457K -4,967 -56%
GWM
2211
Greenwich Wealth Management
Connecticut
$369K -$19.2K -209 -5%
PFSC
2212
Peoples Financial Services Corp
Pennsylvania
$369K – – –
TF
2213
Tompkins Financial
New York
$369K -$155K -1,680 -30%
PCMC
2214
Paragon Capital Management (Colorado)
Colorado
$368K -$828 -9 -0.2%
EAM
2215
Evanson Asset Management
California
$367K -$45.8K -498 -12%
HB
2216
HTLF Bank
Colorado
$367K -$2.67K -29 -0.8%
AA
2217
Alesco Advisors
New York
$367K -$14.4K -157 -4%
WE
2218
Wealth Effects
Massachusetts
$367K +$13.8K +150 +4%
CWM
2219
Chesapeake Wealth Management
Virginia
$366K -$26.7K -290 -7%
PCM
2220
Ping Capital Management
New York
$366K +$120K +1,300 +52%
GFG
2221
Goldstone Financial Group
Illinois
$365K +$5.52K +60 +2%
MPCG
2222
Matrix Private Capital Group
New York
$364K -$134K -1,460 -28%
SDAM
2223
Shulman DeMeo Asset Management
New York
$364K -$1.1K -12 -0.3%
CFA
2224
Capstone Financial Advisors
Illinois
$364K +$28.7K +312 +9%
MPCL
2225
My Personal CFO LLC
Washington
$364K -$41.3K -449 -11%
87 88
89
90 91