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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1501
Stonegate Investment Group
Alabama
$239K -$32.3K -1,150 -12%
GCP
1502
Garda Capital Partners
Minnesota
$239K +$227K +8,100 New
SAG
1503
SageView Advisory Group
California
$238K +$226K +8,070 New
MCCA
1504
Mill Creek Capital Advisors
Pennsylvania
$237K +$226K +8,050 New
PWM
1505
Purus Wealth Management
California
$237K +$226K +8,040 New
EWA
1506
Evolution Wealth Advisors
Florida
$236K -$18.2K -650 -7%
BFM
1507
Boston Financial Management
Massachusetts
$236K +$225K +8,010 New
SSG
1508
Summit Securities Group
New York
$236K -$26.3M -938,620 -99%
SIAP
1509
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K +$224K +8,000 New
IG
1510
ING Group
Netherlands
$234K +$223K +7,950 New
PWS
1511
Peterson Wealth Services
Utah
$234K +$223K +7,950 New
CFO
1512
CVA Family Office
Colorado
$234K +$27.8K +990 +14%
GA
1513
Greenspring Advisors
Maryland
$234K +$222K +7,920 New
RZH
1514
Relyea Zuckerberg Hanson
Connecticut
$233K +$222K +7,910 New
NFSG
1515
Newbridge Financial Services Group
Florida
$232K -$147K -5,250 -40%
OAM
1516
Oak Asset Management
California
$231K -$35.1K -1,250 -14%
OWA
1517
Octavia Wealth Advisors
Ohio
$231K +$220K +7,840 New
VC
1518
Veracity Capital
Georgia
$231K +$220K +7,840 New
AAS
1519
Annex Advisory Services
Wisconsin
$231K +$220K +7,830 New
BCMLT
1520
Beacon Capital Management LLC (Tennessee)
Tennessee
$231K +$36.5K +1,300 +20%
KCPG
1521
Kavar Capital Partners Group
Kansas
$229K +$218K +7,780 New
WP
1522
WMS Partners
Maryland
$229K +$218K +7,770 New
OIA
1523
Optimum Investment Advisors
Illinois
$229K -$84.2K -3,000 -28%
HWM
1524
Howard Wealth Management
Connecticut
$229K +$218K +7,760 New
GFWA
1525
Grey Fox Wealth Advisors
Delaware
$228K +$217K +7,720 New
59 60
61
62 63