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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1801
HM Payson & Co
Maine
$17K -$5.21M -115,484 -100%
LGWM
1802
Litman Gregory Wealth Management
California
$17K -$134K -2,970 -86%
RWA
1803
River Wealth Advisors
Pennsylvania
$17K -$17K -376 -45%
IF
1804
Ironwood Financial
Arizona
$17K – – –
OAJ
1805
Ogorek Anthony Joseph
New York
$17K +$1.9K +42 +10%
BC
1806
Barnett & Company
Tennessee
$16K -$9.39K -208 -33%
AW
1807
Alpha Windward
Massachusetts
$16K – – –
WCM
1808
WealthBridge Capital Management
Ohio
$16K +$19.3K +428 New
SPL
1809
Smart Portfolios LLC
Washington
$15K -$45.3K -1,004 -71%
PO
1810
Private Ocean
California
$15K -$1.72K -38 -8%
RBC
1811
Roble Belko & Company
Pennsylvania
$15K – – –
CAGAS
1812
Capital Advisory Group Advisory Services
Minnesota
$14K -$6.55K -145 -28%
KAS
1813
Kemnay Advisory Services
New York
$14K – – –
MWC
1814
MBM Wealth Consultants
Missouri
$14K +$18K +399 New
JWM
1815
Janiczek Wealth Management
Colorado
$13K +$1.31K +29 +9%
CHP
1816
Cable Hill Partners
Oregon
$12K +$2.44K +54 +20%
WPW
1817
Winthrop Partners - WNY
New York
$11.4K -$269K -5,957 -95%
BL
1818
Balentine LLC
Georgia
$11K +$13.1K +291 New
PWM
1819
PRW Wealth Management
Massachusetts
$11K +$14K +311 New
1NWS
1820
1 North Wealth Services
Maryland
$11K +$14.3K +316 New
SIA
1821
SeaBridge Investment Advisors
New Jersey
$10K -$431K -9,551 -97%
WAS
1822
WESPAC Advisors SoCal
California
$10K -$42.4K -939 -77%
LFG
1823
LifePlan Financial Group
Ohio
$10K -$7.54K -167 -39%
KPCM
1824
Kings Point Capital Management
New York
$10K – – –
KL
1825
KWMG LLC
Kansas
$10K – – –
71 72
73
74 75