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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$668K +$39.6K +1,120 +7%
CAN
902
Claraphi Advisory Network
United States
$667K +$334K +9,440 +113%
BB
903
Bell Bank
North Dakota
$666K +$1.42K +40 +0.2%
BBHC
904
Brown Brothers Harriman & Co
New York
$666K +$151K +4,260 +32%
EH
905
Equitable Holdings
New York
$666K +$256K +7,250 +69%
MAFM
906
Mid Atlantic Financial Management
Pennsylvania
$664K +$72.5K +2,050 +13%
NFG
907
Nadler Financial Group
Illinois
$663K +$212K +6,000 +51%
MLL
908
Moody Lynn & Lieberson
Massachusetts
$656K -$8.85K -250 -1%
WA
909
WBH Advisory
Maryland
$650K -$53.1K -1,500 -8%
MA
910
MONECO Advisors
Connecticut
$648K +$124K +3,500 +25%
ACM
911
Allred Capital Management
Texas
$641K +$356K +10,050 +143%
AIM
912
Axiom Investment Management
New York
$640K +$318K +9,000 +113%
APW
913
Aurora Private Wealth
New Jersey
$636K +$599K +16,940 New
LBD
914
Landsberg Bennett & Dubbaneh
Florida
$635K -$143K -4,040 -19%
AA
915
Apriem Advisors
California
$635K -$112K -3,170 -16%
AIA
916
AIMZ Investment Advisors
California
$631K -$53.1K -1,500 -8%
EWA
917
EP Wealth Advisors
California
$631K +$147K +4,160 +33%
VAS
918
Vestmark Advisory Solutions
Massachusetts
$629K +$592K +16,740 New
ICM
919
IMS Capital Management
Oregon
$629K +$593K +16,750 New
CWP
920
Capital Wealth Planning
Florida
$628K -$152K -4,290 -20%
AC
921
Abbrea Capital
California
$627K +$206K +5,830 +54%
NIT
922
NumerixS Investment Technologies
British Columbia, Canada
$626K -$15.2M -430,830 -96%
AJ
923
Ashburton (Jersey)
Jersey
$626K – – –
GC
924
GFG Capital
Florida
$625K +$23.7K +670 +4%
TPWA
925
TRUE Private Wealth Advisors
Oregon
$619K -$190K -5,380 -25%
35 36
37
38 39