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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
3001
Jentner Corp
Ohio
$220K +$22.7K +212 +11%
PS
3002
Portfolio Strategies
New York
$219K +$1.61K +15 +0.7%
BA
3003
Ballew Advisors
Mississippi
$217K +$15.3K +143 +7%
OA
3004
Opes Advisors
California
$216K -$31.2K -291 -12%
LFG
3005
Larson Financial Group
Missouri
$216K +$8.14K +76 +4%
OBWP
3006
O'Brien Wealth Partners
Massachusetts
$212K +$30.9K +288 +17%
SC
3007
Selz Capital
New York
$212K +$224K +2,094 New
CCA
3008
Conservest Capital Advisors
Pennsylvania
$211K +$10.9K +102 +5%
PD
3009
Planning Directions
Pennsylvania
$210K -$2.25K -21 -1%
SFPIA
3010
Stevens First Principles Investment Advisors
California
$209K +$33K +308 +18%
W
3011
WealthOne
New York
$209K +$220K +2,058 New
MCP
3012
Mirador Capital Partners
California
$208K -$207K -1,932 -49%
BHWM
3013
Bay Harbor Wealth Management
Maryland
$207K +$218K +2,036 New
CHJWM
3014
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K +$218K +2,038 New
AWC
3015
Abundance Wealth Counselors
Pennsylvania
$205K +$216K +2,018 New
CFA
3016
Camarda Financial Advisors
Florida
$204K -$735K -6,857 -77%
ACM
3017
AlphaStar Capital Management
North Carolina
$204K +$21.6K +202 +11%
TAM
3018
Tealwood Asset Management
Minnesota
$204K +$215K +2,006 New
FC
3019
FCA Corp
Texas
$203K – – –
TA
3020
TCG Advisors
Texas
$203K +$214K +1,998 New
QOP
3021
Quinn Opportunity Partners
Virginia
$203K +$214K +2,000 New
TIM
3022
Triad Investment Management
California
$203K +$214K +2,000 New
WCA
3023
Whetstone Capital Advisors
Kansas
$203K +$214K +2,000 New
WCP
3024
Welch Capital Partners
New York
$202K – – –
ACP
3025
Arcus Capital Partners
Georgia
$200K +$17.2K +161 +9%
119 120
121
122 123