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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1101
McAdam LLC
Pennsylvania
$40K +$37K +1,360 New
PGWM
1102
Parisi Gray Wealth Management
New Jersey
$39K +$15.2K +560 +67%
AFIA
1103
America First Investment Advisors
Nebraska
$38K – – –
SIAS
1104
Shine Investment Advisory Services
Colorado
$38K – – –
TIM
1105
Tortoise Investment Management
New York
$37K – – –
VEA
1106
Virtus ETF Advisers
New York
$35K -$5.17K -190 -14%
AAC
1107
Asset Advisors Corp
Georgia
$35K +$32.7K +1,200 New
RWG
1108
Regal Wealth Group
California
$34K – – –
HFP
1109
Holistic Financial Partners
Indiana
$32K +$3.54K +130 +14%
AOWM
1110
Alpha Omega Wealth Management
Virginia
$31K – – –
TC
1111
Trust Company
Kansas
$31K – – –
SC
1112
Sawyer & Company
Massachusetts
$30K – – –
GWA
1113
Guidant Wealth Advisors
Illinois
$29K -$32.7K -1,200 -53%
VCM
1114
Virtue Capital Management
Tennessee
$29K +$24.8K +910 New
WIM
1115
Westside Investment Management
California
$28.6K – – –
FFC
1116
First Financial Corp
Indiana
$28K – – –
CC
1117
Claybrook Capital
Massachusetts
$28K +$2.72K +100 +12%
MPWT
1118
MassMutual Private Wealth & Trust
Connecticut
$26.6K – – –
PO
1119
Private Ocean
California
$25K +$18.8K +690 +431%
VNA
1120
Valley National Advisers
Pennsylvania
$24K +$8.44K +310 +62%
RWM
1121
Raffa Wealth Management
District of Columbia
$23.9K -$5.17K -190 -19%
GI
1122
GS Investments
Minnesota
$22.2K – – –
EWM
1123
Endurance Wealth Management
Rhode Island
$22K – – –
SFG
1124
SevenBridge Financial Group
Pennsylvania
$22K – – –
WPW
1125
Winthrop Partners - WNY
New York
$21.7K +$20.4K +750 New
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