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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1926
Parisi Gray Wealth Management
New Jersey
$669K -$49K -876 -7%
BAMF
1927
BI Asset Management Fondsmaeglerselskab
Denmark
$668K -$2.4M -42,930 -79%
POIA
1928
Pin Oak Investment Advisors
Texas
$668K -$50.6K -905 -7%
GCA
1929
Gradient Capital Advisors
California
$668K +$23.8K +426 +4%
PAS
1930
Partnervest Advisory Services
California
$662K -$249K -4,450 -29%
SAM
1931
Seelaus Asset Management
New Jersey
$659K -$75.8K -1,355 -11%
BIC
1932
Beach Investment Counsel
Pennsylvania
$659K – – –
FM
1933
Family Management
New York
$657K +$839 +15 +0.1%
SL
1934
Stevard LLC
Illinois
$657K +$614K +10,975 New
BFC
1935
Blue Fin Capital
Rhode Island
$656K +$2.41K +43 +0.4%
LWPC
1936
Legacy Wealth Partners (California)
California
$655K +$545K +9,732 New
SWP
1937
Strategic Wealth Partners
Ohio
$654K -$200K -3,570 -25%
MA
1938
MONECO Advisors
Connecticut
$652K +$22.8K +407 +4%
CFS
1939
CRA Financial Services
New Jersey
$652K +$51.9K +927 +9%
FIM
1940
Fruth Investment Management
Texas
$651K – – –
BIA
1941
BHK Investment Advisors
Alabama
$650K -$43.6K -779 -7%
SW
1942
SkyOak Wealth
Michigan
$650K +$608K +10,864 New
PFGIA
1943
Patriot Financial Group Insurance Agency
Massachusetts
$646K -$38.2K -683 -6%
AIC
1944
Archer Investment Corporation
Indiana
$645K +$28.7K +513 +3%
CWM
1945
Circle Wealth Management
New Jersey
$642K -$23.3K -417 -4%
IFG
1946
Investors Financial Group
Minnesota
$641K +$599K +10,706 New
GAG
1947
GM Advisory Group
New York
$640K – – –
WAG
1948
Winthrop Advisory Group
Massachusetts
$638K +$13.3K +237 +2%
KF
1949
Krilogy Financial
Missouri
$638K +$92.2K +1,648 +18%
CWA
1950
Clarity Wealth Advisors
California
$634K +$593K +10,603 New
76 77
78
79 80