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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2076
Financial Advisors
Massachusetts
$554K -$12K -200 -2%
TC
2077
TownSquare Capital
Utah
$554K +$419 +7 +0.1%
SMFS
2078
Squar Milner Financial Services
California
$553K +$62.2K +1,040 +13%
ACM
2079
Anfield Capital Management
California
$551K +$9.57K +160 +1%
PWA
2080
Physician Wealth Advisors
Utah
$551K +$441K +7,373 +193%
FP
2081
Financial Perspectives
Minnesota
$550K – – –
CCM
2082
Crossvault Capital Management
Texas
$550K -$3.89K -65 -0.7%
RWA
2083
Redhawk Wealth Advisors
Minnesota
$550K +$67.2K +1,123 +14%
DE
2084
Day & Ennis
Georgia
$548K +$12.3K +206 +2%
STA
2085
Summit Trail Advisors
New York
$547K +$359 +6 +0.1%
IGGA
2086
Iron Gate Global Advisors
Utah
$546K -$6.94K -116 -1%
VIM
2087
Vista Investment Management
Pennsylvania
$544K -$49.6K -829 -8%
DAM
2088
Diamant Asset Management
Connecticut
$543K – – –
TFS
2089
TrustCore Financial Services
Tennessee
$542K -$11K -184 -2%
GC
2090
Gilbert & Cook
Iowa
$535K +$27.3K +456 +5%
CCM
2091
Carlson Capital Management
Minnesota
$535K +$278K +4,647 +107%
TAM
2092
Townsend Asset Management
North Carolina
$533K -$1.91K -32 -0.4%
MA
2093
MCF Advisors
Kentucky
$531K +$11.5K +193 +2%
JLBC
2094
J.L. Bainbridge & Co
Florida
$530K +$239 +4 +0%
AWM
2095
AllSquare Wealth Management
New York
$530K +$67.5K +1,129 +15%
3C
2096
361 Capital
Colorado
$529K -$154K -2,573 -23%
MWM
2097
MorganRosel Wealth Management
Colorado
$523K +$523K +8,743 New
JGIA
2098
Jackson Grant Investment Advisers
Connecticut
$522K +$718 +12 +0.1%
BCA
2099
Berman Capital Advisors
Georgia
$522K +$36.7K +613 +8%
MFW
2100
Meristem Family Wealth
Minnesota
$521K +$23K +385 +5%
82 83
84
85 86