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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1626
WFA Asset Management
Wisconsin
$320K -$47.3K -401 -15%
CP
1627
Camelot Portfolios
Ohio
$320K -$354K -3,007 -57%
DOA
1628
D'Orazio & Associates
Virginia
$320K +$5.54K +47 +2%
PA
1629
Procyon Advisors
Connecticut
$319K +$8.84K +75 +3%
BFO
1630
Boston Family Office
Massachusetts
$318K – – –
GWANC
1631
Guardian Wealth Advisors (North Carolina)
North Carolina
$318K +$267K +2,268 New
LF
1632
LifeSteps Financial
California
$317K – – –
MFC
1633
Morris Financial Concepts
South Carolina
$316K – – –
VFP
1634
Verus Financial Partners
Virginia
$315K – – –
IP
1635
Intellectus Partners
California
$315K -$14.8K -126 -5%
MA
1636
MONECO Advisors
Connecticut
$313K -$44.9K -381 -15%
DSC
1637
Duncker Streett & Co
Missouri
$313K +$5.07K +43 +2%
HA
1638
HC Advisors
Georgia
$312K – – –
PP
1639
Pegasus Partners
Wisconsin
$311K -$3.65K -31 -1%
PCFFS
1640
Pacific Center for Financial Services
California
$311K – – –
CL
1641
COWA LLC
Oklahoma
$311K – – –
LHC
1642
Little House Capital
Massachusetts
$311K +$261K +2,217 New
SWM
1643
Sterling Wealth Management
Illinois
$310K +$261K +2,212 New
TIA
1644
Traphagen Investment Advisors
New Jersey
$310K +$943 +8 +0.4%
ACP
1645
Aviance Capital Partners
Florida
$306K +$258K +2,188 New
FDDB
1646
Fidelity D&D Bancorp
Pennsylvania
$306K -$7.9K -67 -3%
WAL
1647
W Advisors LLC
Tennessee
$305K +$118 +1 +0%
CWA
1648
CJM Wealth Advisers
Virginia
$305K – – –
TCM
1649
TD Capital Management
Tennessee
$304K +$11.5K +98 +5%
SPW
1650
Sonoma Private Wealth
California
$304K +$256K +2,173 New
64 65
66
67 68