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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2076
JNBA Financial Advisors
Minnesota
$891K -$28.3K -89 -3%
MCM
2077
Mainstay Capital Management
Michigan
$890K – – –
PSP
2078
Principal Street Partners
Tennessee
$887K -$1,000K -3,143 -53%
PIA
2079
Perennial Investment Advisors
California
$887K -$306K -962 -26%
NCM
2080
Northside Capital Management
Oregon
$887K – – –
SVCP
2081
Silicon Valley Capital Partners
California
$881K +$4.45K +14 +0.5%
CWM
2082
Circle Wealth Management
New Jersey
$881K +$27.4K +86 +3%
LA
2083
LexAurum Advisors
Kansas
$881K +$252K +791 +40%
FIM
2084
Fernwood Investment Management
Massachusetts
$880K +$32.4K +102 +4%
CFO
2085
CVA Family Office
Colorado
$880K +$236K +741 +37%
WCM
2086
Wealthcare Capital Management
Virginia
$880K +$661K +2,079 +305%
CCA
2087
Childress Capital Advisors
Texas
$878K -$259K -813 -23%
LWP
2088
Lumature Wealth Partners
Georgia
$876K +$113K +355 +15%
VR
2089
Viridian RIA
Washington
$875K – – –
WSC
2090
Wellington Shields & Co
New York
$875K +$39.8K +125 +5%
WDG
2091
Wealth Dimensions Group
Ohio
$869K -$79.5K -250 -8%
SIC
2092
Sigma Investment Counselors
Michigan
$868K -$6.68K -21 -0.8%
AFG
2093
Allegheny Financial Group
Pennsylvania
$868K +$81.4K +256 +10%
IRAG
2094
Investment Research & Advisory Group
Georgia
$867K +$9.54K +30 +1%
SQA
2095
Simon Quick Advisors
New Jersey
$860K +$61.4K +193 +8%
ACM
2096
AUA Capital Management
Pennsylvania
$858K -$1.91K -6 -0.2%
OFG
2097
Oxford Financial Group
Indiana
$855K +$170K +536 +25%
PP
2098
PDS Planning
Ohio
$852K -$70.9K -223 -8%
MCA
2099
Mercer Capital Advisers
New Jersey
$850K – – –
MAG
2100
MRA Advisory Group
New Jersey
$848K -$43.3K -136 -5%
82 83
84
85 86