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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1301
Compass Financial Advisors
Indiana
$355K – – –
ATC
1302
Adirondack Trust Company
New York
$355K +$842 +30 +0.2%
AA
1303
Alta Advisers
United Kingdom
$354K – – –
SFG
1304
SNS Financial Group
Minnesota
$354K -$4.21K -150 -1%
EFS
1305
Essex Financial Services
Connecticut
$353K -$49.6K -1,770 -13%
NL
1306
NWAM LLC
Washington
$352K +$335K +11,940 New
CWG
1307
Crown Wealth Group
North Carolina
$350K +$4.49K +160 +1%
PCA
1308
Pallas Capital Advisors
Massachusetts
$350K -$1.68K -60 -0.6%
SSB
1309
Sandy Spring Bank
Maryland
$350K -$68.7K -2,450 -17%
TIA
1310
Tiemann Investment Advisors
California
$349K +$81.9K +2,920 +33%
ETH
1311
Exos TFP Holdings
New York
$349K +$99.6K +3,550 +43%
CAM
1312
Carret Asset Management
New York
$348K -$424K -15,120 -56%
CAG
1313
Crestwood Advisors Group
Massachusetts
$348K +$331K +11,800 New
HFG
1314
Heron Financial Group
New York
$345K -$88.1K -3,140 -22%
AWG
1315
Altus Wealth Group
Colorado
$344K +$108K +3,840 +49%
RW
1316
RVW Wealth
California
$344K +$13.5K +480 +4%
LHWM
1317
Lake Hills Wealth Management
Texas
$343K +$326K +11,620 New
NS
1318
Newman & Schimel
Illinois
$343K +$326K +11,620 New
HAG
1319
HF Advisory Group
Maryland
$341K +$325K +11,580 New
DBRC
1320
D.B. Root & Company
Pennsylvania
$341K +$1.4K +50 +0.4%
FCP
1321
Fidelis Capital Partners
Florida
$341K +$303K +10,810 New
VW
1322
Vance Wealth
California
$340K -$84.2K -3,000 -21%
WCM
1323
Whitener Capital Management
North Carolina
$339K -$7.01K -250 -2%
VWM
1324
Venturi Wealth Management
Texas
$338K +$322K +11,470 New
WFC
1325
Western Financial Corp
California
$338K +$322K +11,470 New
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