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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1251
Gables Capital Management
Florida
$157K – – –
TFP
1252
Tilia Fiduciary Partners
North Carolina
$156K – – –
CWP
1253
Concord Wealth Partners
Virginia
$153K +$37.4K +121 +34%
PCFFS
1254
Pacific Center for Financial Services
California
$151K – – –
SWA
1255
SOA Wealth Advisors
New York
$151K – – –
NR
1256
Newfound Research
Massachusetts
$150K +$4.33K +14 +3%
PCG
1257
Private Capital Group
Connecticut
$150K +$38K +123 +36%
CWC
1258
Carolinas Wealth Consulting
North Carolina
$147K -$36.5K -118 -20%
TF
1259
Tompkins Financial
New York
$144K +$139K +451 New
WWM
1260
Wolff Wiese Magana
California
$139K -$22K -71 -14%
CA
1261
Centerpoint Advisors
Massachusetts
$135K +$130K +422 New
BCM
1262
Blume Capital Management
California
$131K -$9.28K -30 -7%
AIM
1263
Anchor Investment Management
South Carolina
$130K +$3.4K +11 +3%
FAG
1264
Fortitude Advisory Group
Washington
$129K -$1.55K -5 -1%
TAIM
1265
TD Ameritrade Investment Management
Nebraska
$126K +$29.1K +94 +31%
VRM
1266
Vectors Research Management
New York
$125K -$46.4K -150 -28%
ETC
1267
Exchange Traded Concepts
Oklahoma
$116K -$4.02K -13 -3%
FMP
1268
Financial Management Professionals
Texas
$116K +$6.8K +22 +6%
BFC
1269
Bedel Financial Consulting
Indiana
$115K -$12.7K -41 -10%
PFGIA
1270
Patriot Financial Group Insurance Agency
Massachusetts
$113K +$2.16K +7 +2%
NC
1271
NewSquare Capital
Pennsylvania
$112K – – –
PSB
1272
Piscataqua Savings Bank
New Hampshire
$107K – – –
WPA
1273
West Paces Advisors
Georgia
$106K -$4.02K -13 -4%
OIS
1274
Okabena Investment Services
Minnesota
$106K – – –
BWP
1275
Baldwin Wealth Partners
Massachusetts
$106K +$10.2K +33 +11%
49 50
51
52 53