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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1551
Bell & Brown Wealth Advisors
California
$1.25M -$19.8K -240 -2%
CCFM
1552
Clear Creek Financial Management
Washington
$1.25M +$533K +6,470 +85%
CCC
1553
Compass Capital Corp
Massachusetts
$1.25M +$1.18M +14,320 New
CH
1554
Cromwell Holdings
Wyoming
$1.25M – – –
NG
1555
Novem Group
New York
$1.24M +$1.15M +13,950 New
LWCFA
1556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24M -$8.23K -100 -0.8%
BIA
1557
Benchmark Investment Advisors
Illinois
$1.24M +$598K +7,260 +109%
GS
1558
GWN Securities
Florida
$1.24M +$1.06M +12,820 New
TBA
1559
Tower Bridge Advisors
Pennsylvania
$1.24M – – –
FWI
1560
Facet Wealth Inc
Maryland
$1.24M +$32.9K +400 +3%
DI
1561
Diligent Investors
California
$1.24M +$172K +2,090 +18%
SA
1562
Sovran Advisors
California
$1.24M +$1.23M +14,920 New
EWA
1563
Etesian Wealth Advisors
Oregon
$1.23M -$74.1K -900 -6%
RCA
1564
Roberts Capital Advisors
Colorado
$1.23M – – –
BWP
1565
Balboa Wealth Partners
Arizona
$1.23M -$671K -8,150 -37%
CCA
1566
Cravens & Co Advisors
Tennessee
$1.23M +$2.47K +30 +0.2%
HIMC
1567
Heritage Investors Management Corp
Maryland
$1.23M +$9.88K +120 +0.9%
DWM
1568
Dorchester Wealth Management
Quebec, Canada
$1.23M -$1.65K -20 -0.1%
NFG
1569
Norris Financial Group
South Carolina
$1.23M -$719K -8,730 -39%
NAS
1570
Nicolet Advisory Services
Wisconsin
$1.23M +$75.7K +920 +7%
CIS
1571
Continental Investors Services
Washington
$1.22M – – –
SWM
1572
Shelton Wealth Management
Texas
$1.22M -$76.5K -930 -6%
MHC
1573
May Hill Capital
Massachusetts
$1.21M +$1.12M +13,620 New
HWA
1574
HHM Wealth Advisors
Tennessee
$1.21M +$605K +7,350 +118%
FC
1575
Fairscale Capital
New Hampshire
$1.21M – – –
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