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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1101
Pinnacle Wealth Planning Services
Ohio
$818K +$162K +3,060 +24%
BWA
1102
BDO Wealth Advisors
Florida
$818K +$432K +8,140 +108%
SAG
1103
Spotlight Asset Group
Illinois
$815K +$243K +4,590 +42%
WT
1104
Whittier Trust
California
$811K +$311K +5,860 +60%
BA
1105
Bridge Advisory
California
$810K -$32.4K -610 -4%
HCM
1106
Hollencrest Capital Management
California
$808K +$154K +2,910 +23%
SRSA
1107
S.R. Schill & Associates
Washington
$805K – – –
SLWS
1108
Swaine & Leidel Wealth Services
Florida
$804K – – –
CF
1109
Centaurus Financial
California
$797K -$875K -16,500 -52%
FCA
1110
FLC Capital Advisors
California
$797K +$31.8K +600 +4%
PTC
1111
Private Trust Company
Ohio
$793K -$64.7K -1,220 -7%
TCA
1112
Transcend Capital Advisors
New Jersey
$792K -$10.6K -200 -1%
AA
1113
Apriem Advisors
California
$792K – – –
NAG
1114
Northstar Advisory Group
New Jersey
$786K +$597K +11,250 +295%
CCG
1115
Cypress Capital Group
Florida
$784K +$73.2K +1,380 +10%
GCMG
1116
Gyroscope Capital Management Group
Florida
$782K – – –
LCC
1117
Lincoln Capital Corp
Rhode Island
$782K – – –
BOPW
1118
Brandywine Oak Private Wealth
Pennsylvania
$780K +$92.8K +1,750 +13%
SSB
1119
Sandy Spring Bank
Maryland
$778K -$22.8K -430 -3%
TPWA
1120
TRUE Private Wealth Advisors
Oregon
$777K -$85.9K -1,620 -10%
AFS
1121
Annapolis Financial Services
Maryland
$775K – – –
RWA
1122
Ropes Wealth Advisors
Massachusetts
$774K +$53K +1,000 +7%
BFS
1123
Bickling Financial Services
Massachusetts
$769K +$225K +4,240 +40%
HTC
1124
Haverford Trust Company
Pennsylvania
$767K – – –
IA
1125
IFP Advisors
Florida
$766K -$182K -3,440 -19%
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