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Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2201
Houlihan Financial Resource Group
Virginia
$217K +$210K +6,022 New
AAG
2202
Armstrong Advisory Group
Massachusetts
$217K -$3.45K -99 -2%
SQA
2203
Simon Quick Advisors
New Jersey
$217K +$213K +6,102 New
FWA
2204
Freedom Wealth Alliance
Wisconsin
$217K -$215K -6,166 -50%
LWANC
2205
Laurel Wealth Advisors (North Carolina)
North Carolina
$217K +$1.74K +50 +0.8%
AL
2206
ADE LLC
Maryland
$216K – – –
AFP
2207
Alpha Financial Partners
Kentucky
$216K -$662 -19 -0.3%
SWM
2208
Segment Wealth Management
Texas
$216K +$211K +6,065 New
GFL
2209
Granite FO LLC
New Hampshire
$215K -$6.9K -198 -3%
CCM
2210
Canal Capital Management
Virginia
$214K +$174 +5 +0.1%
ANB
2211
Amarillo National Bank
Texas
$214K -$17.4K -500 -8%
GTAM
2212
Global Trust Asset Management
Florida
$213K -$12.9K -370 -6%
MWA
2213
Miller Wealth Advisors
Colorado
$213K – – –
VWMG
2214
Virginia Wealth Management Group
Virginia
$213K – – –
WIC
2215
Water Island Capital
New York
$213K +$209K +6,000 New
CAI
2216
Capital Advisors Inc
Oklahoma
$213K -$100K -2,870 -32%
SIA
2217
Sage Investment Advisers
New York
$213K -$6.03K -173 -3%
WC
2218
Weil Company
California
$213K -$21.2K -609 -9%
CAIMH
2219
Central Asset Investments & Management Holdings
Hong Kong
$213K -$1.75M -50,100 -89%
KBFS
2220
Kohmann Bosshard Financial Services
Ohio
$212K +$207K +5,953 New
SAM
2221
Secure Asset Management
Michigan
$212K +$207K +5,952 New
PFWA
2222
Paces Ferry Wealth Advisors
Georgia
$211K -$8.78K -252 -4%
AAS
2223
Annex Advisory Services
Wisconsin
$210K +$206K +5,900 New
PL
2224
Plancorp LLC
Missouri
$210K +$205K +5,896 New
SWM
2225
Salvus Wealth Management
New Jersey
$209K +$205K +5,882 New
87 88
89
90 91