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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
901
Private Capital Group
Connecticut
$97K +$131K +6,810 New
PFO
902
Pathstone Family Office
New Jersey
$92K – – –
ATC
903
Adirondack Trust Company
New York
$92K +$1.93K +100 +2%
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$92K +$1.93K +100 +2%
BBA
905
Braun-Bostich & Associates
Pennsylvania
$92K +$92.4K +4,800 New
OAJ
906
Ogorek Anthony Joseph
New York
$90K – – –
DAM
907
Delta Asset Management
Tennessee
$87K – – –
AP
908
Atwood & Palmer
Missouri
$87K +$87.6K +4,550 New
GSC
909
G&S Capital
Colorado
$87K +$87.6K +4,550 New
IUHSA
910
Itau Unibanco Holding S.A.
Brazil
$86K -$18.1K -940 -17%
PFBT
911
Parkside Financial Bank & Trust
Missouri
$84K +$15.4K +800 +22%
EMG
912
ETF Managers Group
New Jersey
$83K +$11.2K +580 +16%
FAM
913
Formidable Asset Management
Ohio
$82K -$846K -43,930 -100%
KA
914
Kaizen Advisory
Illinois
$81K +$80.9K +4,200 New
WA
915
WealthTrust-Arizona
Arizona
$80K +$80.3K +4,170 New
IBOK
916
Independence Bank of Kentucky
Kentucky
$79K +$78.9K +4,100 New
LWM
917
Lenox Wealth Management
Ohio
$78K +$17.9K +930 +30%
EWM
918
Edge Wealth Management
New York
$76K – – –
CFA
919
Carroll Financial Associates
North Carolina
$75K – – –
FGC
920
Financial Gravity Companies
Texas
$75K +$53.7K +2,790 New
FMII
921
Farmers & Merchants Investments Inc
Nebraska
$73K – – –
BAM
922
Barrett Asset Management
New York
$72K – – –
NIPH
923
NN Investment Partners Holdings
Netherlands
$67K -$546K -28,380 -89%
DRS
924
Deane Retirement Strategies
Louisiana
$67K – – –
SCM
925
Stumpf Capital Management
Arizona
$67K +$67.4K +3,500 New
35 36
37
38 39