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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1151
Lee Financial
Texas
$111K – – –
EWA
1152
Evolution Wealth Advisors
Florida
$111K +$124K +4,150 New
PFSC
1153
Peoples Financial Services Corp
Pennsylvania
$110K – – –
KC
1154
Knuff & Co
California
$110K +$123K +4,100 New
PCA
1155
Peddock Capital Advisors
Massachusetts
$108K +$37.7K +1,260 +46%
RMC
1156
Resources Management Corp
Connecticut
$107K +$4.49K +150 +4%
BWM
1157
BerganKDV Wealth Management
Minnesota
$106K +$13.5K +450 +13%
DAM
1158
Delta Asset Management
Tennessee
$104K -$10.5K -350 -8%
BWM
1159
Baystate Wealth Management
Massachusetts
$104K -$5.39K -180 -6%
EWM
1160
Edge Wealth Management
New York
$104K -$1.5K -50 -1%
IP
1161
Intellectus Partners
California
$104K +$12K +400 +11%
CI
1162
CX Institutional
Indiana
$103K +$76.6K +2,560 +202%
PCP
1163
Proficio Capital Partners
Massachusetts
$101K -$47K -1,570 -29%
SIM
1164
Sonora Investment Management
Arizona
$101K – – –
PA
1165
Perennial Advisors
New York
$101K +$23.9K +800 +27%
W
1166
WealthOne
New York
$100K +$112K +3,740 New
LWA
1167
Lenox Wealth Advisors
New York
$99K -$74.8K -2,500 -40%
WTC
1168
WhitTier Trust Company
Nevada
$98K +$18K +600 +20%
DWM
1169
Doyle Wealth Management
Florida
$98K +$110K +3,670 New
DRS
1170
Deane Retirement Strategies
Louisiana
$97K +$3.59K +120 +3%
BAM
1171
Barrett Asset Management
New York
$96K – – –
CAL
1172
Capital Analysts LLC
Pennsylvania
$94K -$450K -15,050 -81%
BWA
1173
BDO Wealth Advisors
Florida
$94K -$88.3K -2,950 -46%
SCM
1174
Stumpf Capital Management
Arizona
$94K – – –
WF
1175
WealthTrust Fairport
Ohio
$94K – – –
45 46
47
48 49