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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1151
Geller Advisors
New York
$501K +$166K +5,920 +53%
DG
1152
DMC Group
Alabama
$500K -$2.52K -90 -0.5%
FCA
1153
FLC Capital Advisors
California
$496K +$59.2K +2,110 +14%
PPWM
1154
PFG Private Wealth Management
Florida
$495K -$3.93K -140 -0.8%
EA
1155
Ellsworth Advisors
Ohio
$494K +$2.24K +80 +0.5%
BA
1156
Bridge Advisory
California
$492K -$5.89K -210 -1%
NSIM
1157
North Star Investment Management
Illinois
$492K +$236K +8,400 +101%
FFS
1158
Founders Financial Securities
Maryland
$492K +$27.2K +970 +6%
BFS
1159
Bickling Financial Services
Massachusetts
$490K +$1.4K +50 +0.3%
RCA
1160
Riverview Capital Advisers
Massachusetts
$490K – – –
TCM
1161
Telos Capital Management
California
$485K +$22.7K +810 +5%
CAM
1162
Close Asset Management
United Kingdom
$485K -$102K -3,640 -18%
SWA
1163
Strata Wealth Advisors
Texas
$483K +$459K +16,380 New
SFG
1164
SevenBridge Financial Group
Pennsylvania
$482K +$458K +16,340 New
MMPW
1165
Mitchell McLeod Pugh & Williams
Alabama
$477K -$11.2K -400 -2%
CCWM
1166
Cassaday & Co Wealth Management
Virginia
$476K +$453K +16,140 New
FC
1167
Forte Capital
New York
$475K -$4.77K -170 -1%
PFP
1168
Paragon Financial Partners
California
$475K -$7.01K -250 -2%
LCOV
1169
London Company of Virginia
Virginia
$475K – – –
HR
1170
Howe & Rusling
New York
$474K -$38.1K -1,360 -8%
CFG
1171
Carr Financial Group
Massachusetts
$471K +$448K +15,980 New
CT
1172
Columbia Trust
Oregon
$470K -$38.1K -1,360 -8%
PGA
1173
Portland Global Advisors
Maine
$469K -$49.1K -1,750 -10%
MIC
1174
Means Investment Company
Maine
$468K -$3.93K -140 -0.9%
RP
1175
Rowlandmiller & Partners
Georgia
$468K -$9.82K -350 -2%
45 46
47
48 49