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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2551
Planning Alternatives
Michigan
$1.14M – – –
RBC
2552
Roble Belko & Company
Pennsylvania
$1.13M -$245K -2,249 -19%
BI
2553
Bredin Investment
Delaware
$1.12M – – –
RWM
2554
Raffa Wealth Management
District of Columbia
$1.11M -$1.53M -14,037 -60%
FC
2555
Fayerweather Charles
$1.11M -$226K -2,075 -18%
B
2556
Brightworth
Georgia
$1.11M -$58.4K -535 -5%
PCMC
2557
Private Capital Management (Colorado)
Colorado
$1.1M +$90.6K +830 +10%
GSWM
2558
Golden State Wealth Management
California
$1.09M +$1.01M +9,275 New
MWA
2559
MFA Wealth Advisors
Pennsylvania
$1.09M +$38.3K +351 +4%
MLFP
2560
MPS Loria Financial Planners
Illinois
$1.09M +$1.64K +15 +0.2%
GWI
2561
Grace & White Inc
New York
$1.08M – – –
AIA
2562
Arbor Investment Advisors
North Carolina
$1.08M +$431K +3,950 +76%
ECA
2563
Elevated Capital Advisors
Utah
$1.07M +$681K +6,246 New
CWM
2564
Connecticut Wealth Management
Connecticut
$1.07M +$117K +1,071 +13%
NAM
2565
NorthCoast Asset Management
Connecticut
$1.06M +$109 +1 +0%
JIP
2566
Jaffetilchin Investment Partners
Florida
$1.06M +$35.6K +326 +4%
SIA
2567
Strategic Investment Advisors
Michigan
$1.06M -$236K -2,159 -19%
RCM
2568
RB Capital Management
Nevada
$1.06M +$1.64K +15 +0.2%
TIM
2569
Tortoise Investment Management
New York
$1.06M -$87.1K -798 -8%
PIM
2570
Partner Investment Management
California
$1.06M -$957K -8,776 -49%
FUBT
2571
First United Bank & Trust
Maryland
$1.05M +$1.31K +12 +0.1%
BBP
2572
Banco BTG Pactual
Brazil
$1.04M -$1.47M -13,500 -61%
PFA
2573
Pathway Financial Advisors
Vermont
$1.03M +$57.9K +531 +6%
DA
2574
Dillon & Associates
Michigan
$1.03M – – –
ABTD
2575
Arvest Bank Trust Division
Oklahoma
$1.03M -$268K -2,455 -22%
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