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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
4001
Wilkins Investment Counsel
Massachusetts
$950K – – –
HF
4002
HRT Financial
New York
$950K +$916K +2,825 New
LWA
4003
Lowe Wealth Advisors
Maryland
$949K – – –
ECM
4004
EMC Capital Management
Texas
$942K – – –
BAM
4005
Bosun Asset Management
Illinois
$942K +$908K +2,802 New
CSIA
4006
Carl Stuart Investment Advisor
Texas
$928K +$895K +2,760 New
FFG
4007
Ford Financial Group
California
$927K -$49K -151 -5%
CCM
4008
Chiron Capital Management
Florida
$927K -$16.2K -50 -2%
CI
4009
CPR Investments
Michigan
$927K +$894K +2,756 New
T
4010
TRUADVICE
Florida
$926K -$147K -453 -13%
HCM
4011
Howard Capital Management
Georgia
$925K +$207K +637 +29%
AWM
4012
Ameliora Wealth Management
Switzerland
$925K +$979K +3,021 New
NCM
4013
Next Capital Management
New York
$924K -$162K -500 -15%
EA
4014
Eclectic Associates
California
$916K +$9.73K +30 +1%
SI
4015
Shaker Investments
Ohio
$909K – – –
CRIG
4016
Charter Research & Investment Group
Connecticut
$908K +$24.6K +76 +3%
BAG
4017
Briggs Advisory Group
Rhode Island
$906K +$873K +2,694 New
FA
4018
Faithward Advisors
Pennsylvania
$905K -$137K -424 -14%
SWA
4019
Sightline Wealth Advisors
Connecticut
$903K +$31.1K +96 +4%
FWA
4020
FSC Wealth Advisors
New York
$902K +$869K +2,680 New
WF
4021
Whelan Financial
California
$900K -$77.8K -240 -8%
MAM
4022
Myriad Asset Management
Hong Kong
$899K +$867K +2,673 New
FPIS
4023
Financial Planning & Information Services
Wisconsin
$897K +$4.86K +15 +0.6%
CWM
4024
Collaborative Wealth Management
Florida
$897K +$864K +2,666 New
AFS
4025
Annapolis Financial Services
Maryland
$895K +$13.6K +42 +2%
159 160
161
162 163