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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1801
Patriot Financial Group Insurance Agency
Massachusetts
$2.92M -$232K -698 -7%
RSC
1802
Red Spruce Capital
Pennsylvania
$2.91M -$29.9K -90 -1%
EWM
1803
Evercore Wealth Management
New York
$2.91M -$431K -1,297 -13%
GCA
1804
Gradient Capital Advisors
California
$2.9M -$87.6K -264 -3%
FPAS
1805
Focus Partners Advisor Solutions
Missouri
$2.9M +$2.86M +8,611 New
OAMG
1806
Odey Asset Management Group
United Kingdom
$2.89M – – –
VAFP
1807
Vahanian & Associates Financial Planning
New York
$2.89M +$2.86M +8,601 New
CA
1808
CV Advisors
Florida
$2.89M +$2.85M +8,582 New
SFG
1809
Synergy Financial Group
California
$2.88M +$2.84M +8,563 New
PFG
1810
Peterson Financial Group
Iowa
$2.88M +$2.84M +8,558 New
EWM
1811
Elite Wealth Management
Washington
$2.88M +$121K +364 +4%
QC
1812
Quent Capital
New York
$2.86M +$2.83M +8,510 New
SWA
1813
SFMG Wealth Advisors
Texas
$2.86M -$812K -2,447 -22%
MC
1814
Mount Capital
United Kingdom
$2.86M +$2.82M +8,494 New
CDH
1815
Charles D. Hyman
$2.85M -$2.99K -9 -0.1%
IVP
1816
Intrinsic Value Partners
Arizona
$2.85M +$2.82M +8,485 New
MAM
1817
Mystic Asset Management
Rhode Island
$2.85M +$2.82M +8,485 New
CAN
1818
Claraphi Advisory Network
United States
$2.84M -$892K -2,686 -24%
GCP
1819
GSA Capital Partners
United Kingdom
$2.83M -$2.02M -6,075 -42%
TPWA
1820
TRUE Private Wealth Advisors
Oregon
$2.83M -$13.9K -42 -0.5%
SDH
1821
Sloy Dahl & Holst
Washington
$2.82M – – –
HTC
1822
Haverford Trust Company
Pennsylvania
$2.81M -$99.9K -301 -3%
WFM
1823
Wolff Financial Management
Michigan
$2.81M -$2.52M -7,588 -48%
FCM
1824
Firestone Capital Management
Florida
$2.81M +$62.7K +189 +2%
NHC
1825
Nicholas Hoffman & Company
Georgia
$2.8M +$198K +597 +8%
71 72
73
74 75