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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2301
Trifecta Capital Advisors
Illinois
$366K – – –
HC
2302
Hoese & Co
Minnesota
$365K -$7.05K -80 -2%
PA
2303
PSI Advisors
Florida
$365K -$85.6K -971 -19%
LA
2304
LVW Advisors
New York
$364K +$73.9K +838 +26%
AIS
2305
AM Investment Strategies
Tennessee
$363K +$7.14K +81 +2%
ICP
2306
Interchange Capital Partners
Pennsylvania
$362K -$6.17K -70 -2%
CFFP
2307
Center for Financial Planning
Michigan
$362K -$5.82K -66 -2%
SCA
2308
St. Clair Advisors
Ohio
$361K – – –
CCA
2309
Catalyst Capital Advisors
New York
$361K +$353K +4,000 New
TDC
2310
Thompson Davis & Co
Virginia
$361K +$353K +4,000 New
PAS
2311
Professional Advisory Services
Florida
$361K -$441 -5 -0.1%
MF
2312
Manchester Financial
California
$361K -$26.6K -302 -7%
FAFN
2313
First Affirmative Financial Network
Colorado
$361K +$14.4K +163 +4%
SPIS
2314
Steward Partners Investment Solutions
Oregon
$360K +$352K +3,988 New
CFS
2315
Cannon Financial Strategists
Georgia
$360K -$26.4K -300 -7%
CS
2316
Crescent Sterling
Louisiana
$360K -$43.7K -496 -11%
FB
2317
First Bancorp
Maine
$360K -$25.6K -290 -7%
GCA
2318
Gradient Capital Advisors
California
$359K +$9.79K +111 +3%
FCA
2319
FinTrust Capital Advisors
South Carolina
$359K -$882 -10 -0.3%
CFA
2320
CWS Financial Advisors
Michigan
$358K -$7.49K -85 -2%
GIM
2321
Guardian Investment Management
California
$357K +$4.41K +50 +1%
CCC
2322
Chelsea Counsel Company
California
$355K -$60.5K -686 -15%
IWA
2323
IVC Wealth Advisors
Pennsylvania
$354K -$352K -3,991 -50%
BCM
2324
BCK Capital Management
Connecticut
$354K – – –
BMM
2325
Buffington Mohr McNeal
Idaho
$354K -$411K -4,664 -54%
91 92
93
94 95