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Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
2051
Brinker Capital Investments
Pennsylvania
$61K – – –
CDIA
2052
Capital Directions Investment Advisors
Georgia
$60K – – –
CFG
2053
Capstone Financial Group
Oklahoma
$60K +$56.4K +200 New
PCM
2054
Price Capital Management
Louisiana
$60K +$56.4K +200 New
LB
2055
Legacy Bridge
Iowa
$59K – – –
SIAP
2056
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
HWM
2057
HighMark Wealth Management
Minnesota
$59K +$56.4K +200 New
HDIM
2058
Hanson & Doremus Investment Management
Vermont
$56K – – –
VEA
2059
Virtus ETF Advisers
New York
$55K +$33.8K +120 +185%
ACM
2060
Allred Capital Management
Texas
$54.6K +$51.6K +183 New
ACA
2061
Atlas Capital Advisors
Wyoming
$54K -$57.8K -205 -53%
CP
2062
Corbenic Partners
Pennsylvania
$53K +$50.2K +178 New
BHWM
2063
Bay Harbor Wealth Management
Maryland
$52K -$5.36K -19 -10%
WCM
2064
Wealthcare Capital Management
Virginia
$50K +$18.9K +67 +66%
FCB
2065
First Command Bank
Texas
$48K +$22.3K +79 +96%
FCFS
2066
First Command Financial Services
Texas
$48K +$22.3K +79 +96%
LAS
2067
Lloyd Advisory Services
Georgia
$48K +$45.1K +160 New
JGIA
2068
Jackson Grant Investment Advisers
Connecticut
$46K – – –
AWM
2069
Avondale Wealth Management
Texas
$45K – – –
NCM
2070
New Capital Management
Texas
$45K – – –
RFM
2071
Royal Fund Management
Florida
$45K – – –
HGWM
2072
Harvest Group Wealth Management
Massachusetts
$43K – – –
SIC
2073
Samalin Investment Counsel
New York
$41K +$39.2K +139 New
MFT
2074
Moisand Fitzgerald Tamayo
Florida
$40K – – –
EIP
2075
Ellis Investment Partners
Pennsylvania
$39K – – –
81 82
83
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