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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2976
Legacy Wealth Management (Mississippi)
Mississippi
$202K +$203K +739 New
FSWA
2977
Financial Synergies Wealth Advisors
Texas
$201K +$202K +737 New
FC
2978
Financial Consulate
Maryland
$201K -$26K -95 -11%
TIM
2979
Tortoise Investment Management
New York
$201K – – –
HC
2980
Hendley & Co
Ohio
$200K +$201K +733 New
APC
2981
Aspire Private Capital
North Carolina
$199K +$2.74K +10 +1%
BWM
2982
Birchcreek Wealth Management
Ohio
$198K +$199K +726 New
NSB
2983
Norway Savings Bank
Maine
$195K +$43.3K +158 +28%
FA
2984
Financial Avengers
California
$193K +$193K +705 New
HFA
2985
HC Financial Advisors
California
$191K – – –
IFAM
2986
Institutional & Family Asset Management
Colorado
$189K -$3.84K -14 -2%
HGWM
2987
Harvest Group Wealth Management
Massachusetts
$188K +$6.85K +25 +4%
CTFG
2988
Capstone Triton Financial Group
Oklahoma
$187K +$188K +684 New
AWG
2989
Altus Wealth Group
Colorado
$185K +$186K +678 New
AW
2990
Avion Wealth
Texas
$184K +$6.85K +25 +4%
BHWM
2991
Bay Harbor Wealth Management
Maryland
$182K +$7.13K +26 +4%
1IA
2992
1834 Investment Advisors
Wisconsin
$182K +$65K +237 +55%
TCM
2993
TD Capital Management
Tennessee
$180K – – –
MLFP
2994
MPS Loria Financial Planners
Illinois
$180K +$37K +135 +25%
KFI
2995
Key Financial Inc
Pennsylvania
$179K +$180K +655 New
DAC
2996
Dividend Assets Capital
South Carolina
$178K -$66.3K -242 -27%
SCA
2997
Stuart Chaussee & Associates
California
$176K – – –
HDIM
2998
Hanson & Doremus Investment Management
Vermont
$176K +$22.2K +81 +14%
OAM
2999
Optimal Asset Management
California
$167K -$32.8M -119,661 -40%
EIP
3000
Ellis Investment Partners
Pennsylvania
$167K -$13.4K -49 -7%
118 119
120
121 122