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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1526
Montag & Associates
Georgia
$50.8K – – –
FC
1527
Family CFO
California
$49.6K – – –
OPTFSNA
1528
Old Point Trust & Financial Services N A
Virginia
$49.6K +$45.8K +200 New
BAAM
1529
Baker Avenue Asset Management
California
$49.1K -$484K -2,113 -91%
MWM
1530
Mascoma Wealth Management
New Hampshire
$48.3K – – –
GKIM
1531
GW&K Investment Management
Massachusetts
$47K +$16.2K +71 +59%
PO
1532
Private Ocean
California
$46.9K – – –
CAS
1533
Coppell Advisory Solutions
Texas
$45.5K +$41.6K +182 New
WPA
1534
West Paces Advisors
Georgia
$44.9K – – –
TFP
1535
Tilia Fiduciary Partners
North Carolina
$44.1K -$3.89K -17 -9%
CBT
1536
Central Bank & Trust
Kentucky
$44.1K -$687 -3 -2%
CAL
1537
Capital Analysts LLC
Pennsylvania
$43K +$4.81K +21 +14%
SWA
1538
SOA Wealth Advisors
New York
$42.7K – – –
DF
1539
DecisionPoint Financial
Arizona
$41.6K +$38.4K +168 New
SIC
1540
SJS Investment Consulting
Ohio
$41.2K -$229 -1 -0.6%
HCM
1541
Hollencrest Capital Management
California
$40.7K +$22.2K +97 +145%
SIS
1542
Sound Income Strategies
Florida
$40.1K +$4.12K +18 +13%
AFS
1543
Annapolis Financial Services
Maryland
$39.6K – – –
CAC
1544
Core Alternative Capital
Georgia
$38.9K +$2.52K +11 +8%
ACM
1545
Antonetti Capital Management
Florida
$38.4K – – –
GTAM
1546
Global Trust Asset Management
Florida
$38K – – –
KFS
1547
Kelly Financial Services
Massachusetts
$37.8K -$2.75K -12 -7%
BONH
1548
Bank of New Hampshire
New Hampshire
$37.2K – – –
SGC
1549
Slocum, Gordon & Co
Rhode Island
$37.2K – – –
GWMIA
1550
Global Wealth Management Investment Advisory
Florida
$37.2K +$34.3K +150 New
60 61
62
63 64