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Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
2626
Sloy Dahl & Holst
Washington
$529K +$49.7K +165 +10%
B
2627
Bensler
Washington
$529K -$43.1K -143 -8%
CG
2628
Clarus Group
Texas
$528K – – –
SCG
2629
Sonata Capital Group
Washington
$527K +$44.6K +148 +9%
BCP
2630
Berkeley Capital Partners
Georgia
$526K +$17.8K +59 +3%
BSB
2631
Bangor Savings Bank
Maine
$525K +$36.2K +120 +7%
FFA
2632
Fragasso Financial Advisors
Pennsylvania
$525K -$52.1K -173 -9%
HP
2633
HT Partners
Connecticut
$525K +$67.8K +225 +15%
MWA
2634
Motive Wealth Advisors
Michigan
$524K -$14.2K -47 -3%
OP
2635
ORG Partners
Indiana
$523K -$312K -1,037 -37%
SCA
2636
Sage Capital Advisors
South Dakota
$522K +$7.83K +26 +2%
EWA
2637
ERTS Wealth Advisors
Michigan
$521K +$27.1K +90 +5%
PWM
2638
Prentice Wealth Management
New York
$521K +$1.51K +5 +0.3%
XF
2639
XML Financial
Maryland
$521K +$36.5K +121 +8%
DIM
2640
Delta Investment Management
California
$520K +$25.3K +84 +5%
SFP
2641
Sterling Financial Planning
New Jersey
$519K – – –
VCM
2642
Vivaldi Capital Management
Illinois
$519K +$38.3K +127 +8%
EFG
2643
Ethos Financial Group
Pennsylvania
$518K +$71.1K +236 +16%
KIC
2644
Kensington Investment Counsel
California
$515K +$61.5K +204 +13%
AWM
2645
AllSquare Wealth Management
New York
$514K -$43.7K -145 -8%
BIA
2646
Bigelow Investment Advisors
Maine
$514K – – –
FH
2647
FWG Holdings
Florida
$513K -$6.03K -20 -1%
AAM
2648
Austin Asset Management
Texas
$513K +$11.4K +38 +2%
RCWM
2649
Royal Capital Wealth Management
Indiana
$511K – – –
PP
2650
Pegasus Partners
Wisconsin
$510K +$55.4K +184 +12%
104 105
106
107 108