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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1501
Smallwood Wealth Investment Management
New Jersey
$240K -$62K -2,210 -21%
SIG
1502
Stonegate Investment Group
Alabama
$239K -$32.3K -1,150 -12%
GCP
1503
Garda Capital Partners
Minnesota
$239K +$227K +8,100 New
SAG
1504
SageView Advisory Group
California
$238K +$226K +8,070 New
MCCA
1505
Mill Creek Capital Advisors
Pennsylvania
$237K +$226K +8,050 New
PWM
1506
Purus Wealth Management
California
$237K +$226K +8,040 New
EWA
1507
Evolution Wealth Advisors
Florida
$236K -$18.2K -650 -7%
BFM
1508
Boston Financial Management
Massachusetts
$236K +$225K +8,010 New
SSG
1509
Summit Securities Group
New York
$236K -$26.3M -938,620 -99%
SIAP
1510
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K +$224K +8,000 New
IG
1511
ING Group
Netherlands
$234K +$223K +7,950 New
PWS
1512
Peterson Wealth Services
Utah
$234K +$223K +7,950 New
CFO
1513
CVA Family Office
Colorado
$234K +$27.8K +990 +14%
GA
1514
Greenspring Advisors
Maryland
$234K +$222K +7,920 New
RZH
1515
Relyea Zuckerberg Hanson
Connecticut
$233K +$222K +7,910 New
NFSG
1516
Newbridge Financial Services Group
Florida
$232K -$147K -5,250 -40%
OAM
1517
Oak Asset Management
California
$231K -$35.1K -1,250 -14%
OWA
1518
Octavia Wealth Advisors
Ohio
$231K +$220K +7,840 New
VC
1519
Veracity Capital
Georgia
$231K +$220K +7,840 New
AAS
1520
Annex Advisory Services
Wisconsin
$231K +$220K +7,830 New
BCMLT
1521
Beacon Capital Management LLC (Tennessee)
Tennessee
$231K +$36.5K +1,300 +20%
KCPG
1522
Kavar Capital Partners Group
Kansas
$229K +$218K +7,780 New
WP
1523
WMS Partners
Maryland
$229K +$218K +7,770 New
OIA
1524
Optimum Investment Advisors
Illinois
$229K -$84.2K -3,000 -28%
HWM
1525
Howard Wealth Management
Connecticut
$229K +$218K +7,760 New
59 60
61
62 63