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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1551
Modera Wealth Management
New Jersey
$262K -$16.4K -310 -6%
KJHP
1552
K.J. Harrison & Partners
Ontario, Canada
$261K -$318K -6,000 -55%
RMDI
1553
R.M. Davis Inc
Maine
$261K – – –
PWM
1554
Prentice Wealth Management
New York
$261K +$265K +5,000 New
BFA
1555
Beacon Financial Advisory
Ohio
$259K +$17K +320 +7%
PCG
1556
Private Capital Group
Connecticut
$258K -$249K -4,690 -49%
DI
1557
DFPG Investments
Utah
$257K -$392K -7,390 -61%
GPA
1558
Guidance Point Advisors
Massachusetts
$257K – – –
CRWM
1559
Castle Rock Wealth Management
California
$257K +$530 +10 +0.2%
TFA
1560
Tobias Financial Advisors
Florida
$257K +$530 +10 +0.2%
GGS
1561
Galvin Gaustad & Stein
Arizona
$257K +$41.4K +780 +19%
JCM
1562
Jacobi Capital Management
Pennsylvania
$256K -$47.7K -900 -16%
CFSG
1563
Community Financial Services Group
Vermont
$256K – – –
EI
1564
Ethic Inc
New York
$255K +$9.55K +180 +4%
CCM
1565
Carlson Capital Management
Minnesota
$255K +$13.8K +260 +6%
HR
1566
Howe & Rusling
New York
$252K +$72.1K +1,360 +39%
BWP
1567
Baldwin Wealth Partners
Massachusetts
$252K +$91.8K +1,730 +56%
MWA
1568
Meridian Wealth Advisors
Texas
$251K -$172K -3,250 -40%
CFN
1569
Cordasco Financial Network
Florida
$251K -$26.5K -500 -9%
CPSAC
1570
Chas P. Smith & Associates (CPS)
Florida
$251K -$5.3K -100 -2%
TNA
1571
True North Advisors
Texas
$251K -$2.65K -50 -1%
PG
1572
Patten Group
Tennessee
$251K +$255K +4,810 New
BZWA
1573
Blue Zone Wealth Advisors
California
$250K -$18.6K -350 -7%
JAM
1574
JCIC Asset Management
Ontario, Canada
$250K +$35.5K +670 +16%
MF
1575
Manchester Financial
California
$249K – – –
61 62
63
64 65