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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2426
Encompass Wealth Advisors
Oregon
$617K +$14.5K +100 +2%
SFP
2427
Sweet Financial Partners
Minnesota
$617K +$80.4K +556 +14%
GFP
2428
Gryphon Financial Partners
Ohio
$616K +$31.4K +217 +5%
CRWM
2429
Castle Rock Wealth Management
California
$616K +$213K +1,470 +45%
BPFA
2430
Barnes Pettey Financial Advisors
Mississippi
$615K – – –
JIP
2431
Jaffetilchin Investment Partners
Florida
$613K -$571K -3,952 -40%
HWA
2432
HHM Wealth Advisors
Tennessee
$613K +$12K +83 +2%
WIS
2433
Wright Investors Service
Connecticut
$609K -$689K -4,769 -52%
WFA
2434
Wellspring Financial Advisors
Ohio
$606K -$3.18K -22 -0.5%
GCIA
2435
Gabelli & Co Investment Advisers
New York
$605K -$33.5K -232 -5%
CA
2436
Carson Advisory
Georgia
$605K +$340K +2,350 +114%
MC
2437
Mathes Company
New York
$604K – – –
PSP
2438
Principal Street Partners
Tennessee
$604K +$214K +1,479 +51%
CYG
2439
Clean Yield Group
Vermont
$603K +$8.67K +60 +1%
CHA
2440
Cooper/Haims Advisors
New York
$602K +$21.7K +150 +4%
FH
2441
FWG Holdings
Florida
$601K -$867 -6 -0.1%
PA
2442
Probity Advisors
Texas
$601K +$17.8K +123 +3%
SRSA
2443
S.R. Schill & Associates
Washington
$600K +$14K +97 +2%
KMWM
2444
Keudell/Morrison Wealth Management
Oregon
$600K +$57.1K +395 +10%
KTA
2445
Keeley-Teton Advisors
Illinois
$599K – – –
MF
2446
Manchester Financial
California
$597K -$11.6K -80 -2%
COCM
2447
Charter Oak Capital Management
New Hampshire
$597K +$25K +173 +4%
TFM
2448
TFC Financial Management
Massachusetts
$597K +$34K +235 +6%
AF
2449
Apexium Financial
Texas
$596K – – –
CHP
2450
Cable Hill Partners
Oregon
$596K +$40.2K +278 +7%
96 97
98
99 100