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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
901
Cedar Brook Financial Partners
Ohio
$221K +$7.32K +198 +3%
CWM
902
Circle Wealth Management
New Jersey
$220K -$86.8K -2,350 -26%
GWM
903
Greenhouse Wealth Management
Connecticut
$220K +$591 +16 +0.2%
HCP
904
Hexagon Capital Partners
Arkansas
$219K -$43.4K -1,175 -15%
PCM
905
Perritt Capital Management
Illinois
$219K -$13.6K -369 -5%
ISL
906
Ingalls & Snyder LLC
New York
$219K -$64.7K -1,750 -21%
EF
907
Empowered Funds
Pennsylvania
$217K +$239K +6,460 New
CCFM
908
Clear Creek Financial Management
Washington
$216K -$8.65K -234 -4%
MMA
909
Miracle Mile Advisors
California
$215K +$237K +6,400 New
IAS
910
Insigneo Advisory Services
Florida
$215K +$236K +6,389 New
BJL
911
Brighton Jones LLC
Washington
$215K -$22.4K -607 -9%
KWM
912
Kingsview Wealth Management
Oregon
$214K +$235K +6,354 New
GAM
913
Grandview Asset Management
Pennsylvania
$213K -$39K -1,056 -14%
DWM
914
Dorchester Wealth Management
Quebec, Canada
$212K – – –
JHCP
915
Jackson Hole Capital Partners
Oklahoma
$212K -$10.6K -288 -4%
IAIM
916
Industrial Alliance Investment Management
Quebec, Canada
$211K – – –
MWM
917
Mission Wealth Management
California
$211K +$232K +6,267 New
SF
918
Summit Financial
New Jersey
$211K -$14.1K -381 -6%
CA
919
Continuum Advisory
Idaho
$209K +$230K +6,218 New
GT
920
Glenview Trust
Kentucky
$208K +$228K +6,174 New
GSB
921
Greenfield Savings Bank
Massachusetts
$206K -$21K -569 -8%
AWA
922
Arkadios Wealth Advisors
Georgia
$205K -$8.28K -224 -4%
MCC
923
Money Concepts Capital
Florida
$204K +$184K +4,982 +460%
WAOI
924
Wealth Advisors of Iowa
Iowa
$204K -$28.3K -767 -11%
JGUA
925
John G. Ullman & Associates
New York
$204K +$224K +6,050 New
35 36
37
38 39