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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1076
Bell Bank
North Dakota
$946K -$103K -2,800 -12%
ET
1077
Equitable Trust
Tennessee
$946K -$325K -8,820 -29%
PTC
1078
Private Trust Company
Ohio
$941K +$313K +8,500 +66%
SWP
1079
Semus Wealth Partners
Florida
$936K +$368 +10 +0%
LFA
1080
Laraway Financial Advisors
Minnesota
$934K – – –
SMA
1081
Seven Mile Advisory
New Jersey
$932K +$779K +21,150 New
DWM
1082
Drive Wealth Management
Utah
$930K -$38.3K -1,040 -5%
SA
1083
Strategic Advisors
New York
$929K +$199K +5,390 +34%
VLC
1084
Van Leeuwen & Company
New Jersey
$928K -$107K -2,900 -12%
JIC
1085
Johnson Investment Counsel
Ohio
$928K +$15.5K +420 +2%
NFC
1086
Northeast Financial Consultants
Connecticut
$926K – – –
DLG
1087
Daniel L. Goodwin
$925K – – –
KTC
1088
Kistler-Tiffany Companies
Pennsylvania
$925K -$89.1K -2,420 -10%
PF
1089
Phoenix Financial
Israel
$924K +$445K +12,080 +127%
TAM
1090
Tocqueville Asset Management
New York
$923K +$105K +2,840 +16%
BFC
1091
Blue Fin Capital
Rhode Island
$923K -$43.1K -1,170 -5%
LP
1092
LMR Partners
United Kingdom
$922K -$81.8K -2,220 -10%
AAS
1093
Ameritas Advisory Services
Nebraska
$919K -$185K -5,010 -19%
SRC
1094
Sage Rhino Capital
California
$916K – – –
MTWM
1095
Masso Torrence Wealth Management
New Jersey
$915K – – –
FA
1096
Fagan Associates
New York
$912K +$66.3K +1,800 +10%
JSW
1097
Journey Strategic Wealth
New Jersey
$909K -$35.7K -970 -4%
OBWG
1098
Onyx Bridge Wealth Group
New York
$907K +$439K +11,910 +137%
SWA
1099
Stratos Wealth Advisors
Ohio
$905K -$29.1K -790 -4%
EFG
1100
Everhart Financial Group
Ohio
$905K +$241K +6,530 +47%
42 43
44
45 46