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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
326
Tanglewood Legacy Advisors
Texas
$461 – – –
CSC
327
Caldwell Sutter Capital
California
$415 – – –
TFM
328
TFC Financial Management
Massachusetts
$369 – – –
PWA
329
Principia Wealth Advisory
Texas
$369 +$93 +4 +33%
SIC
330
SJS Investment Consulting
Ohio
$300 +$302 +13 New
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$279 – – –
ATC
332
Adirondack Trust Company
New York
$276 – – –
LG
333
LAM Group
Oregon
$276 +$278 +12 New
DPW
334
DiNuzzo Private Wealth
Pennsylvania
$254 +$255 +11 New
BHWM
335
Bay Harbor Wealth Management
Maryland
$253 +$209 +9 +450%
BCWM
336
Bartlett & Co Wealth Management
Ohio
$238 +$139 +6 +150%
HI
337
Hoey Investments
Pennsylvania
$231 +$232 +10 New
TFA
338
Transamerica Financial Advisors
Florida
$230 – – –
HIA
339
HFM Investment Advisors
New Jersey
$230 +$232 +10 New
TWM
340
TopTier Wealth Management
Wisconsin
$230 +$232 +10 New
BIM
341
Breakwater Investment Management
Washington
$185 +$186 +8 New
PWMG
342
Prestige Wealth Management Group
New Jersey
$185 +$186 +8 New
DCM
343
Davis Capital Management
Florida
$184 – – –
HIMS
344
Hager Investment Management Services
New Hampshire
$184 +$186 +8 New
TFA
345
Toth Financial Advisory
Virginia
$162 – – –
RWM
346
Rialto Wealth Management
New York
$162 +$162 +7 New
FMP
347
Financial Management Professionals
Texas
$161 +$162 +7 New
CFFP
348
Center for Financial Planning
Michigan
$139 +$139 +6 New
MCA
349
McGuire Capital Advisors
Oklahoma
$138 – – –
NRG
350
Nemes Rush Group
Michigan
$138 – – –
12 13
14
15 16