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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
501
Simon Quick Advisors
New Jersey
$235K +$229K +4,400 New
JIP
502
Jaffetilchin Investment Partners
Florida
$232K +$1.46K +28 +0.6%
MCM
503
Mattern Capital Management
Colorado
$229K – – –
FA
504
Fermata Advisors
California
$221K +$216K +4,144 New
AAP
505
Arax Advisory Partners
Colorado
$220K +$47K +902 +28%
MA
506
MONECO Advisors
Connecticut
$220K +$214K +4,113 New
ACS
507
Archford Capital Strategies
Illinois
$219K – – –
GS
508
GWN Securities
Florida
$218K +$213K +4,092 New
HHCP
509
Hilton Head Capital Partners
South Carolina
$217K +$212K +4,058 New
SLC
510
Second Line Capital
Louisiana
$216K +$211K +4,052 New
HA
511
HFG Advisors
Ohio
$216K – – –
CA
512
Clearstead Advisors
Ohio
$215K – – –
WF
513
Welch & Forbes
Massachusetts
$215K – – –
SIS
514
Sound Income Strategies
Florida
$212K +$417 +8 +0.2%
SFP
515
Shepherd Financial Partners
Massachusetts
$212K +$207K +3,968 New
PIA
516
Panoramic Investment Advisors
Colorado
$211K -$5.21K -100 -2%
SCI
517
Stableford Capital II
Arizona
$209K +$204K +3,920 New
TFA
518
Teamwork Financial Advisors
Texas
$209K +$204K +3,910 New
TAM
519
Tocqueville Asset Management
New York
$208K +$203K +3,900 New
RIG
520
Ramiah Investment Group
Wisconsin
$206K +$202K +3,867 New
MWM
521
MinichMacGregor Wealth Management
New York
$206K -$19.7K -377 -9%
WJA
522
Willis Johnson & Associates
Texas
$206K +$201K +3,861 New
CL
523
Choreo LLC
Illinois
$206K +$200K +3,841 New
GFP
524
Gryphon Financial Partners
Ohio
$204K +$200K +3,828 New
SFC
525
SYM Financial Corp
Indiana
$204K +$199K +3,825 New
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