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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2201
TritonPoint Partners
Maryland
$867K -$39K -74 -4%
GDP
2202
Great Diamond Partners
Maine
$866K -$27.9K -53 -3%
PFG
2203
Prosperity Financial Group
California
$863K -$28.4K -54 -3%
BEAM
2204
Baker Ellis Asset Management
Washington
$863K – – –
BPW
2205
Bingham Private Wealth
California
$862K -$381K -724 -30%
SC
2206
Summa Corp
Texas
$862K – – –
AFPL
2207
Advus Financial Partners, LLC
Florida
$860K -$11.6K -22 -1%
SP
2208
Stonebrook Private
Michigan
$860K -$94.8K -180 -9%
SIM
2209
Samara Investment Management
Oregon
$859K +$905K +1,719 New
HC
2210
Hara Capital
Washington
$856K – – –
OPA
2211
Old Port Advisors
Maine
$856K +$32.7K +62 +4%
PEA
2212
Park Edge Advisors
Ohio
$854K -$755K -1,433 -46%
PWP
2213
Perfromance Wealth Partners
Illinois
$854K -$103K -196 -10%
MCM
2214
Monument Capital Management
Virginia
$853K -$136K -258 -13%
PWM
2215
Pines Wealth Management
North Carolina
$852K -$136K -258 -13%
LF
2216
Lantz Financial
Illinois
$852K -$25.8K -49 -3%
DAC
2217
Dividend Assets Capital
South Carolina
$851K – – –
WAM
2218
Werlinich Asset Management
Connecticut
$851K +$31.6K +60 +4%
SW
2219
SkyOak Wealth
Michigan
$849K – – –
BAM
2220
Brave Asset Management
New Jersey
$849K -$12.6K -24 -1%
CA
2221
Cache Advisors
California
$847K – – –
BNA
2222
BankChampaign National Association
Illinois
$845K -$120K -228 -12%
BFG
2223
Birch Financial Group
New Hampshire
$844K -$70.6K -134 -7%
CCS
2224
Concentric Capital Strategies
Connecticut
$843K -$3.43M -6,506 -79%
EWA
2225
Eagle Wealth Advisors
Connecticut
$843K -$462K -877 -34%
87 88
89
90 91