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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1001
TrustCore Financial Services
Tennessee
$21K – – –
FCM
1002
Firestone Capital Management
Florida
$21K +$20.2K +100 New
FCA
1003
FinTrust Capital Advisors
South Carolina
$20K -$60.3K -299 -76%
MF
1004
Manchester Financial
California
$20K +$18.7K +93 New
MWP
1005
Meridian Wealth Partners
Pennsylvania
$20K +$19.1K +95 New
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$19K +$9.27K +46 +100%
BCM
1007
Bourgeon Capital Management
Connecticut
$18K – – –
POIA
1008
Pin Oak Investment Advisors
Texas
$17K – – –
EWA
1009
Evolution Wealth Advisors
Florida
$17K +$9.47K +47 +134%
BL
1010
Balentine LLC
Georgia
$16K -$132K -654 -90%
SIAP
1011
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K – – –
HWM
1012
Howard Wealth Management
Connecticut
$15K +$15.1K +75 New
PMFA
1013
Plante Moran Financial Advisors
Michigan
$14K +$6.45K +32 +89%
CIA
1014
Cascade Investment Advisors
Oregon
$13.8K – – –
EI
1015
Ellevest Inc
New York
$13K – – –
IRC
1016
Investors Research Corp
Georgia
$13K – – –
SGAM
1017
Smith Group Asset Management
Texas
$13K – – –
FWM
1018
FSA Wealth Management
Massachusetts
$13K +$12.1K +60 New
JWA
1019
JFS Wealth Advisors
Pennsylvania
$12K – – –
SIM
1020
Sonora Investment Management
Arizona
$12K – – –
SWM
1021
Sugarloaf Wealth Management
Georgia
$12K +$11.3K +56 New
BWM
1022
BerganKDV Wealth Management
Minnesota
$12K +$11.5K +57 New
FIB
1023
First Interstate Bank
Montana
$11K – – –
SIS
1024
Sound Income Strategies
Florida
$10K – – –
TL
1025
TrueWealth LLC
Georgia
$9K – – –
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