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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1801
S&CO Inc
Massachusetts
$375K – – –
BCA
1802
Bay Colony Advisors
Massachusetts
$374K -$442K -9,601 -53%
HGWM
1803
Horst & Graben Wealth Management
Oregon
$374K -$9.07K -197 -2%
PL
1804
Plancorp LLC
Missouri
$373K -$32K -695 -8%
HA
1805
HC Advisors
Georgia
$373K +$147K +3,202 +62%
MFG
1806
Menard Financial Group
Texas
$373K +$384K +8,347 New
SFA
1807
Souders Financial Advisors
Ohio
$372K -$699K -15,172 -65%
NME
1808
Notis-McConarty Edward
$371K – – –
RP
1809
Riverbridge Partners
Minnesota
$371K +$120K +2,600 +46%
CWM
1810
Connecticut Wealth Management
Connecticut
$371K +$382K +8,297 New
BCM
1811
Bienville Capital Management
New York
$370K -$86.1K -1,870 -19%
HWA
1812
HCR Wealth Advisors
California
$369K -$276 -6 -0.1%
AWM
1813
Avior Wealth Management
Nebraska
$369K +$25.7K +558 +7%
BL
1814
BFSG LLC
California
$368K +$6.59K +143 +2%
RGIA
1815
Rainier Group Investment Advisory
Washington
$367K -$25.8K -560 -6%
SIM
1816
Sonora Investment Management
Arizona
$367K +$6.13K +133 +2%
LWM
1817
Laidlaw Wealth Management
New York
$366K +$53.8K +1,168 +17%
MWM
1818
Mattern Wealth Management
Kansas
$365K -$1.66K -36 -0.4%
HVIA
1819
Hudson Valley Investment Advisors
New York
$365K +$23K +500 +7%
SL
1820
Summitry LLC
California
$364K – – –
CHA
1821
Cooper/Haims Advisors
New York
$364K +$92 +2 +0%
SC
1822
Solstein Capital
California
$364K +$184K +4,000 +97%
SWM
1823
Strategic Wealth Management
Washington
$358K – – –
APC
1824
Aspire Private Capital
North Carolina
$357K -$121K -2,631 -25%
SP
1825
Symmetry Partners
Connecticut
$357K -$62.6K -1,360 -15%
71 72
73
74 75