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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1926
Investmark Advisory Group
Connecticut
$407K – – –
CA
1927
Continuum Advisory
Idaho
$406K +$16.9K +270 +5%
PG
1928
Patten Group
Tennessee
$406K +$41.2K +660 +12%
EWA
1929
Evolution Wealth Advisors
Florida
$406K -$15.6K -250 -4%
PSF
1930
Pacific Sun Financial
California
$406K -$25.6K -410 -6%
FTUS
1931
Flow Traders U.S.
New York
$405K +$375K +6,000 New
CFM
1932
Catalyst Funds Management
Australia
$405K -$2.44M -39,000 -87%
SC
1933
Shay Capital
New York
$405K -$284K -4,550 -43%
NBT
1934
Northwest Bank & Trust
Iowa
$405K – – –
WIC
1935
Whitegate Investment Counselors
New Hampshire
$405K – – –
VIM
1936
Vista Investment Management
Pennsylvania
$404K – – –
4WM
1937
49 Wealth Management
Texas
$403K +$5K +80 +1%
SSCM
1938
Spectrum Strategic Capital Management
Oregon
$402K – – –
OA
1939
Oxbow Advisors
Texas
$402K -$134K -2,140 -26%
OPA
1940
Old Port Advisors
Maine
$402K +$33.7K +540 +10%
CFP
1941
Cascade Financial Partners
California
$401K -$125K -2,000 -25%
MFA
1942
Mayflower Financial Advisors
Massachusetts
$399K +$51.8K +830 +16%
ICM
1943
IMS Capital Management
Oregon
$398K – – –
MLA
1944
My Legacy Advisors
Oregon
$395K +$16.9K +270 +5%
ACP
1945
Aveo Capital Partners
Colorado
$393K -$101K -1,610 -22%
AIIMS
1946
Analyst IMS Investment Management Services
Israel
$393K +$364K +5,830 New
GA
1947
GFS Advisors
Texas
$393K +$13.1M +210,390 +4,285%
CCM
1948
Chilton Capital Management
Texas
$393K +$298K +4,770 +454%
RWA
1949
River Wealth Advisors
Pennsylvania
$392K -$58.7K -940 -14%
FWM
1950
FMB Wealth Management
California
$391K +$15K +240 +4%
76 77
78
79 80