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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3226
Evolution Advisers
Virginia
$182K +$168K +440 New
MTWM
3227
Masso Torrence Wealth Management
New Jersey
$177K +$162K +426 New
BCFD
3228
Boit C.F. David
$176K – – –
NC
3229
NewSquare Capital
Pennsylvania
$176K – – –
SC
3230
Steph & Co
Wisconsin
$176K +$161K +423 New
ELI
3231
Empire Life Investments
Ontario, Canada
$173K -$9.14K -24 -5%
EMFAT
3232
Emerald Mutual Fund Advisers Trust
Pennsylvania
$173K +$159K +418 New
ED
3233
Exane Derivatives
France
$171K -$472K -1,240 -75%
BAM
3234
Baldrige Asset Management
Pennsylvania
$170K – – –
FCG
3235
Financial Connections Group
California
$170K +$156K +409 New
AFS
3236
Annapolis Financial Services
Maryland
$167K -$21.7K -57 -12%
BCM
3237
Blume Capital Management
California
$157K – – –
AW
3238
Avion Wealth
Texas
$149K – – –
FCT
3239
First Community Trust
Iowa
$148K +$136K +357 New
TF
3240
TimeScale Financial
Massachusetts
$146K +$761 +2 +0.6%
MW
3241
Milestone Wealth
New York
$146K +$134K +351 New
FA
3242
Financial Avengers
California
$144K +$381 +1 +0.3%
SFCL
3243
Strengthening Families & Communities LLC
Massachusetts
$142K +$1.67M +4,384 New
CA
3244
Crewe Advisors
Utah
$141K -$15.6K -41 -11%
EWM
3245
Edge Wealth Management
New York
$140K – – –
MAM
3246
McCarthy Asset Management
California
$140K – – –
SCA
3247
Sandy Cove Advisors
Massachusetts
$137K +$126K +331 New
ARIS
3248
Advanced Research Investment Solutions
California
$135K – – –
SFFS
3249
Stonehage Fleming Financial Services
Jersey
$132K – – –
OF
3250
Outfitter Financial
Maine
$131K +$120K +316 New
128 129
130
131 132