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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2951
Pin Oak Investment Advisors
Texas
$173K – – –
MFA
2952
McClarren Financial Advisors
Pennsylvania
$172K +$24.2K +52 +12%
PPWM
2953
PFG Private Wealth Management
Florida
$172K -$9.77K -21 -6%
AWM
2954
Activest Wealth Management
Florida
$168K -$1.86K -4 -1%
WTA
2955
Washington Trust Advisors
Massachusetts
$166K +$35.3K +76 +29%
S
2956
Sachetta
Massachusetts
$166K +$38.1K +82 +32%
CIAS
2957
CBIZ Investment Advisory Services
Ohio
$166K +$30.2K +65 +24%
SHIM
2958
Stone House Investment Management
Pennsylvania
$165K – – –
CC
2959
Centiva Capital
New York
$161K -$1.13M -2,428 -88%
AWM
2960
Abound Wealth Management
Tennessee
$159K +$5.12K +11 +4%
GA
2961
GoalVest Advisory
New York
$156K – – –
CTC
2962
Cetera Trust Company
Minnesota
$155K -$11.6K -25 -7%
SAS
2963
Stelac Advisory Services
New York
$151K – – –
CFFP
2964
Center for Financial Planning
Michigan
$148K – – –
CAM
2965
Cacti Asset Management
Georgia
$146K – – –
CAC
2966
Core Alternative Capital
Georgia
$143K – – –
TIM
2967
Tortoise Investment Management
New York
$138K +$32.6K +70 +33%
TLCM
2968
Twin Lakes Capital Management
California
$136K – – –
RP
2969
Rowlandmiller & Partners
Georgia
$133K – – –
CSWM
2970
Cassady Schiller Wealth Management
Ohio
$131K – – –
MWM
2971
Mascoma Wealth Management
New Hampshire
$128K – – –
MHR
2972
Matthew Hamilton Rosenberg
$121K -$14.4K -31 -11%
BAM
2973
Bellevue Asset Management
Washington
$118K -$52.1K -112 -32%
PGAM
2974
Princeton Global Asset Management
New Jersey
$114K +$86.5K +186 +423%
RDFA
2975
Ritter Daniher Financial Advisory
Ohio
$111K – – –
117 118
119
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