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Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2201
Marino Stram & Associates
Massachusetts
$184K +$91.4K +506 +115%
SWP
2202
Strategic Wealth Partners
Ohio
$180K -$327K -1,811 -27%
PS
2203
Portfolio Strategies
New York
$175K – – –
WAM
2204
Watermark Asset Management
California
$172K -$6.69K -37 -4%
BDWM
2205
Brewin Dolphin Wealth Management
Ireland
$165K – – –
SIM
2206
Sonora Investment Management
Arizona
$163K – – –
AWM
2207
Aevitas Wealth Management
Massachusetts
$163K +$40.7K +225 +37%
HIIFS
2208
Harel Insurance Investments & Financial Services
Israel
$156K -$289K -1,597 -67%
TDC
2209
Thompson Davis & Co
Virginia
$155K -$126K -700 -47%
TFA
2210
Toth Financial Advisory
Virginia
$154K – – –
ACM
2211
Aviance Capital Management
Florida
$151K +$140K +776 New
PFGIA
2212
Patriot Financial Group Insurance Agency
Massachusetts
$149K -$112K -622 -45%
SIS
2213
Sound Income Strategies
Florida
$148K +$542 +3 +0.4%
ECM
2214
EII Capital Management
New York
$136K +$12.8K +71 +11%
TG
2215
TLP Group
Illinois
$135K -$147K -816 -54%
MFBTD
2216
MB Financial Bank - Trust Department
Illinois
$134K +$1.08K +6 +0.9%
ABA
2217
American Beacon Advisors
Texas
$132K – – –
TCM
2218
TD Capital Management
Tennessee
$128K – – –
MFT
2219
Moisand Fitzgerald Tamayo
Florida
$126K -$13.6K -75 -10%
ML
2220
McAdam LLC
Pennsylvania
$124K -$5.24K -29 -4%
SHJ
2221
Sharkey, Howes & Javer
Colorado
$123K – – –
IAS
2222
IMA Advisory Services
Colorado
$122K +$113K +628 New
CCM
2223
Cribstone Capital Management
Maine
$121K +$73.4K +406 +186%
LWM
2224
Lenox Wealth Management
Ohio
$120K +$5.42K +30 +5%
IP
2225
Isthmus Partners
Wisconsin
$114K -$5.42K -30 -5%
87 88
89
90 91