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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
751
Shelton Capital Management
Colorado
$118K -$4.38M -113,482 -96%
AWM
752
AllSquare Wealth Management
New York
$118K -$127K -3,300 -54%
TFS
753
TrustCore Financial Services
Tennessee
$114K +$106K +2,750 New
OIA
754
Optimum Investment Advisors
Illinois
$112K -$75.1K -1,943 -42%
ADL
755
Asset Dedication LLC
California
$109K – – –
WTB
756
Washington Trust Bank
Washington
$107K – – –
FCMT
757
Founders Capital Management (Texas)
Texas
$103K – – –
PCP
758
Proficio Capital Partners
Massachusetts
$103K +$68.2K +1,766 +243%
IRC
759
Investors Research Corp
Georgia
$99K +$92.7K +2,400 New
TC
760
Truvestments Capital
Florida
$98K +$91.4K +2,366 New
FANJ
761
Financial Architects (New Jersey)
New Jersey
$97K +$35.7K +925 +64%
AWM
762
Avior Wealth Management
Nebraska
$96K -$48.3K -1,250 -35%
FHB
763
First Hawaiian Bank
Hawaii
$89K -$318K -8,225 -79%
CBT
764
Central Bank & Trust
Kentucky
$83K -$1.63M -42,292 -95%
LA
765
Legacy Advisors
Pennsylvania
$83K +$77.3K +2,000 New
RCM
766
Riverpark Capital Management
New York
$82K +$76.2K +1,973 New
SLF
767
Sun Life Financial
Ontario, Canada
$79K -$49.5K -1,281 -40%
MCM
768
Manchester Capital Management
Vermont
$79K – – –
RFC
769
Regions Financial Corp
Alabama
$75K +$12K +311 +21%
CMO
770
Covenant Multifamily Offices
Texas
$74K +$69.5K +1,800 New
RBC
771
Roble Belko & Company
Pennsylvania
$72K +$67.1K +1,736 New
HGWM
772
Harvest Group Wealth Management
Massachusetts
$72K +$67.8K +1,754 New
TCM
773
Tradewinds Capital Management
Washington
$71K -$7.15K -185 -10%
QCIG
774
Quad-Cities Investment Group
Iowa
$70K – – –
LFA
775
Legacy Financial Advisors
Kentucky
$66K +$7.8K +202 +15%
29 30
31
32 33