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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
3476
Investment Advisory Group
Massachusetts
$2.38M +$2.56M +7,884 New
CDIA
3477
Capital Directions Investment Advisors
Georgia
$2.38M +$260K +803 +13%
CPA
3478
Cowen Prime Advisors
New York
$2.38M -$454K -1,400 -17%
TWM
3479
Trevian Wealth Management
Massachusetts
$2.37M +$2.29M +7,061 New
FCM
3480
Firestone Capital Management
Florida
$2.37M +$115K +355 +5%
PWS
3481
Peterson Wealth Services
Utah
$2.36M +$2.28M +7,027 New
AF
3482
Aldebaran Financial
$2.36M +$61.6K +190 +3%
EWM
3483
Elmwood Wealth Management
California
$2.36M +$2.28M +7,020 New
CCM
3484
Courage Capital Management
Tennessee
$2.36M -$2.87M -8,850 -56%
ACM
3485
Ascendant Capital Management
California
$2.35M +$648K +2,000 +40%
GPCM
3486
Granite Point Capital Management
Massachusetts
$2.35M +$973K +3,000 +75%
SCFS
3487
S.C. Financial Services
Arizona
$2.35M +$2.49M +7,692 New
1IA
3488
1620 Investment Advisors
Massachusetts
$2.34M +$2.25M +6,949 New
NWA
3489
New World Advisors
Massachusetts
$2.33M -$35.7K -110 -2%
TCM
3490
TD Capital Management
Tennessee
$2.33M – – –
MWM
3491
Mascoma Wealth Management
New Hampshire
$2.33M +$159K +491 +8%
SC
3492
Stephens Consulting
Michigan
$2.32M +$2.24M +6,910 New
GBWM
3493
Granite Bay Wealth Management
New Hampshire
$2.32M +$2.24M +6,906 New
EWA
3494
ERTS Wealth Advisors
Michigan
$2.32M +$23K +71 +1%
EIA
3495
Eldridge Investment Advisors
New Hampshire
$2.32M +$324 +1 +0%
OIM
3496
Oder Investment Management
California
$2.31M -$94.7K -292 -4%
BWM
3497
BCS Wealth Management
Tennessee
$2.31M +$275K +849 +14%
LWMG
3498
Levy Wealth Management Group
Pennsylvania
$2.31M +$10.7K +33 +0.5%
WFM
3499
Wolff Financial Management
Michigan
$2.31M +$2.22M +6,858 New
CWM
3500
Chemistry Wealth Management
New York
$2.31M +$2.22M +6,855 New
138 139
140
141 142