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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2076
Stonehearth Capital Management
Massachusetts
$313K – – –
FRA
2077
Front Row Advisors
California
$311K -$6.56K -30 -2%
MA
2078
MONECO Advisors
Connecticut
$311K +$293K +1,342 New
SCP
2079
Seizert Capital Partners
Michigan
$310K -$71K -325 -20%
FFWA
2080
FRG Family Wealth Advisors
Washington
$310K – – –
CCA
2081
Conservest Capital Advisors
Pennsylvania
$309K -$37.2K -170 -11%
IWA
2082
Inspirion Wealth Advisors
Illinois
$309K -$33.4K -153 -10%
LP
2083
LGL Partners
Pennsylvania
$309K – – –
HFP
2084
Holistic Financial Partners
Indiana
$308K -$193K -883 -40%
MLFP
2085
MPS Loria Financial Planners
Illinois
$307K -$42.4K -194 -13%
AA
2086
Advisory Alpha
Michigan
$305K +$9.18K +42 +3%
MKC
2087
M. Kraus & Co
Vermont
$305K +$287K +1,314 New
TCM
2088
Towercrest Capital Management
Pennsylvania
$303K -$87.2K -399 -23%
CAN
2089
Claraphi Advisory Network
United States
$302K -$188K -861 -40%
WA
2090
Wealth Architects
California
$301K -$17.9K -82 -6%
V
2091
VeraBank
Texas
$301K +$12.5K +57 +5%
ACP
2092
Aveo Capital Partners
Colorado
$300K -$1.53K -7 -0.5%
MCG
2093
MACRO Consulting Group
New Jersey
$299K +$282K +1,291 New
FPFS
2094
First Personal Financial Services
North Carolina
$298K -$844K -3,859 -75%
CASB
2095
Cape Ann Savings Bank
Massachusetts
$298K – – –
CH
2096
Canton Hathaway
Rhode Island
$297K +$16.6K +76 +6%
AMG
2097
Asset Management Group
Connecticut
$296K -$72.4K -331 -21%
MCM
2098
McMillion Capital Management
North Carolina
$296K – – –
FMT
2099
First Mercantile Trust
Tennessee
$294K -$17.9K -82 -6%
HAIM
2100
Hunter Associates Investment Management
Pennsylvania
$294K – – –
82 83
84
85 86