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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1026
Salem Investment Counselors
North Carolina
$4K – – –
VDFA
1027
Vickerman & Driscoll Financial Advisors
Washington
$4K – – –
AF
1028
Allworth Financial
California
$4K +$41 +1 +0.9%
OIA
1029
Optimum Investment Advisors
Illinois
$4K +$4.34K +107 New
RWM
1030
Raffa Wealth Management
District of Columbia
$3.89K +$4.34K +107 New
WPA
1031
West Paces Advisors
Georgia
$3.82K – – –
TWA
1032
TCI Wealth Advisors
Arizona
$3K -$811 -20 -21%
AIS
1033
Accurate Investment Solutions
Pennsylvania
$3K – – –
GTAM
1034
Global Trust Asset Management
Florida
$3K – – –
NL
1035
NVWM LLC
Pennsylvania
$3K – – –
WTC
1036
WhitTier Trust Company
Nevada
$3K – – –
PO
1037
Private Ocean
California
$3K +$406 +10 +13%
FCAG
1038
First Capital Advisors Group
New Jersey
$3K +$3.85K +95 New
AWM
1039
Aevitas Wealth Management
Massachusetts
$2K -$4.46K -110 -72%
VCM
1040
Virtue Capital Management
Tennessee
$2K -$3.57K -88 -68%
GWS
1041
Glassman Wealth Services
Virginia
$2K -$1.01K -25 -36%
BC
1042
Bartlett & Co
Ohio
$2K -$122 -3 -6%
BWM
1043
Baystate Wealth Management
Massachusetts
$2K – – –
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$2K – – –
MFT
1045
Moisand Fitzgerald Tamayo
Florida
$2K – – –
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$1.74K +$1.95K +48 New
HA
1047
Hamel Associates
New Jersey
$1.15K +$7.1K +175 +0.6%
TL
1048
TrueWealth LLC
Georgia
$1K -$151K -3,724 -99%
PW
1049
Price Wealth
Texas
$1K -$1.62K -40 -50%
MUS
1050
Mitsubishi UFJ Securities
Japan
$1K – – –
40 41
42
43 44