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Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1801
American Research & Management Company
Massachusetts
$49K – – –
SIAS
1802
Shine Investment Advisory Services
Colorado
$47K +$47.4K +309 New
CWM
1803
Catamount Wealth Management
Connecticut
$45K – – –
ELI
1804
Empire Life Investments
Ontario, Canada
$44K – – –
BCI
1805
Brinker Capital Investments
Pennsylvania
$40K – – –
SFPIA
1806
Stevens First Principles Investment Advisors
California
$39K – – –
DOA
1807
D'Orazio & Associates
Virginia
$38K – – –
RWM
1808
Raffa Wealth Management
District of Columbia
$37.6K – – –
PCFFS
1809
Pacific Center for Financial Services
California
$37K – – –
CFN
1810
Cordasco Financial Network
Florida
$36K -$3.22K -21 -8%
CAL
1811
Capital Advisors Ltd
Ohio
$36K – – –
FFW
1812
Fusion Family Wealth
New York
$35K – – –
DRS
1813
Deane Retirement Strategies
Louisiana
$31K – – –
SIAP
1814
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K +$3.22K +21 +11%
MCIA
1815
Mountain Capital Investment Advisors
Colorado
$30K +$30.1K +196 New
CTB
1816
Country Trust Bank
Illinois
$26K +$8.9K +58 +53%
CJA
1817
C-J Advisory
California
$25K – – –
TWMP
1818
Taylor Wealth Management Partners
Massachusetts
$25K – – –
LWA
1819
Lowe Wealth Advisors
Maryland
$24K – – –
NCM
1820
New Capital Management
Texas
$22K – – –
IP
1821
Isthmus Partners
Wisconsin
$19K – – –
IF
1822
Ironwood Financial
Arizona
$17K – – –
CAM
1823
Cacti Asset Management
Georgia
$15K – – –
HA
1824
Harfst & Associates
Wyoming
$15K – – –
PSC
1825
Prentiss Smith & Co
Vermont
$15K – – –
71 72
73
74 75