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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1526
Jaffetilchin Investment Partners
Florida
$925K -$2.96M -20,433 -74%
HWA
1527
Heritage Wealth Advisors
Virginia
$922K -$145K -1,000 -12%
LCH
1528
Lee Capital Holdings
New York
$918K -$22.6K -156 -2%
CWP
1529
Capital Wealth Planning
Florida
$918K – – –
BCI
1530
Brinker Capital Investments
Pennsylvania
$917K -$407K -2,812 -29%
IA
1531
IFG Advisory
Georgia
$917K -$393K -2,711 -28%
GCA
1532
Gradient Capital Advisors
California
$916K -$70K -483 -6%
EWM
1533
Edge Wealth Management
New York
$913K -$470K -3,243 -32%
AG
1534
AlphaSimPlex Group
Massachusetts
$912K – – –
FSA
1535
Fort Sheridan Advisors
Illinois
$912K +$1.01M +6,957 New
RBFC
1536
Roman Butler Fullerton & Co
Missouri
$905K +$909K +6,273 New
CCM
1537
Coldstream Capital Management
Washington
$904K -$174K -1,199 -15%
ZB
1538
Zions Bancorporation
Utah
$901K +$356K +2,458 +56%
BO
1539
Bach Option
Hong Kong
$901K +$659K +4,548 +195%
FI
1540
FormulaFolio Investments
Michigan
$900K – – –
EWM
1541
Empirical Wealth Management
Washington
$900K +$82.6K +570 +9%
PWW
1542
Pettyjohn Wood & White
Virginia
$900K +$208K +1,435 +26%
SAM
1543
SignalPoint Asset Management
Missouri
$899K +$446K +3,082 +82%
RAM
1544
Riggs Asset Management
Pennsylvania
$896K -$909K -6,277 -48%
GLI
1545
Guardian Life Insurance
New York
$895K +$4.35K +30 +0.4%
AIM
1546
Aspen Investment Management
Michigan
$893K -$2.9K -20 -0.3%
ACM
1547
Allred Capital Management
Texas
$892K +$987K +6,812 New
CCM
1548
Corsair Capital Management
New York
$890K +$984K +6,791 New
CWS
1549
Cypress Wealth Services
California
$889K -$343K -2,370 -26%
DLCIG
1550
D.L. Carlson Investment Group
New Hampshire
$889K -$50.4K -348 -5%
60 61
62
63 64