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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2501
WealthShield Partners
North Carolina
$770K +$108K +338 +18%
CAC
2502
Core Alternative Capital
Georgia
$768K +$30.5K +95 +4%
SDWMA
2503
Schneider Downs Wealth Management Advisors
Pennsylvania
$768K +$37.2K +116 +6%
OCG
2504
Opus Capital Group
Ohio
$768K +$288K +899 +69%
MTC
2505
McDaniel Terry & Co
Texas
$766K -$8.98K -28 -1%
TF
2506
TimeScale Financial
Massachusetts
$764K +$72.5K +226 +11%
FA
2507
Fermata Advisors
California
$764K +$154K +480 +28%
FMN
2508
Financial Management Network
California
$763K -$3.21K -10 -0.5%
KA
2509
KLCM Advisors
Wisconsin
$761K +$32.1K +100 +5%
SSCA
2510
South Shore Capital Advisors
Massachusetts
$756K -$943K -2,940 -57%
22CM
2511
20/20 Capital Management
California
$756K +$33.7K +105 +5%
AIA
2512
Alera Investment Advisors
Illinois
$752K -$84.7K -264 -11%
ARMC
2513
American Research & Management Company
Massachusetts
$748K -$16K -50 -2%
TGAM
2514
TBH Global Asset Management
Tennessee
$747K +$31.1K +97 +5%
CA
2515
CGN Advisors
Kansas
$747K +$689K +2,148 New
HPC
2516
Hobart Private Capital
North Carolina
$747K -$74.4K -232 -10%
LFG
2517
Larson Financial Group
Missouri
$744K -$13.8K -43 -2%
SN
2518
Sittner & Nelson
Oregon
$743K – – –
SC
2519
Shay Capital
New York
$741K -$2.05M -6,389 -75%
MCA
2520
Magnolia Capital Advisors
Mississippi
$741K – – –
HTHT
2521
Hemenway Trust Hemenway Trust
New Hampshire
$741K +$23.7K +74 +4%
TF
2522
Trek Financial
Arizona
$741K +$156K +487 +30%
CNB
2523
Camden National Bank
Maine
$740K -$136K -425 -17%
CWM
2524
Connecticut Wealth Management
Connecticut
$737K -$248K -774 -27%
BIP
2525
Blueprint Investment Partners
North Carolina
$737K -$50K -156 -7%
99 100
101
102 103