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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
CCG Wealth Management
California
$301K – – –
SIC
2202
Salem Investment Counselors
North Carolina
$301K +$107K +312 +49%
GAG
2203
Goodman Advisory Group
Massachusetts
$300K -$3.1K -9 -0.9%
GWCM
2204
Godshalk Welsh Capital Management
Pennsylvania
$300K – – –
NGA
2205
Naples Global Advisors
Florida
$300K – – –
SWA
2206
Stratos Wealth Advisors
Ohio
$299K -$87.8K -255 -21%
FSC
2207
Full Sail Capital
Oklahoma
$299K – – –
GIP
2208
Greatmark Investment Partners
Georgia
$298K -$112K -325 -26%
MWM
2209
MBE Wealth Management
Wisconsin
$298K -$5.86K -17 -2%
SIG
2210
Sargent Investment Group
Maryland
$298K +$32.7K +95 +11%
CWM
2211
Campbell Wealth Management
Virginia
$297K -$41.7K -121 -11%
WC
2212
Woodstock Corp
Massachusetts
$297K -$13.1K -38 -4%
WPC
2213
Waters Parkerson & Co
Louisiana
$297K – – –
MCWA
2214
Meadow Creek Wealth Advisors
Georgia
$296K -$23.1K -67 -7%
SP
2215
Successful Portfolios
Florida
$296K -$20.7K -60 -6%
FM
2216
Foster & Motley
Ohio
$296K -$9.64K -28 -3%
RPCONE
2217
Retirement Planning Company of New England
Rhode Island
$296K +$344 +1 +0.1%
SPWG
2218
Sage Private Wealth Group
Illinois
$295K -$20.7K -60 -6%
AFT
2219
Alpha Family Trust
California
$295K +$322K +935 New
DBG
2220
De Burlo Group
Massachusetts
$293K -$20.4M -59,195 -98%
MSR
2221
Main Street Research
Connecticut
$293K -$116K -337 -27%
MCA
2222
MSH Capital Advisors
Arizona
$293K -$23.4K -68 -7%
CGA
2223
Crescent Grove Advisors
Illinois
$292K – – –
GWM
2224
GSB Wealth Management
Connecticut
$292K – – –
TNA
2225
True North Advisors
Texas
$291K +$26.2K +76 +9%
87 88
89
90 91