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Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
476
Glen Eagle Advisors
New Jersey
$36K – – –
AA
477
Addison Advisors
Vermont
$34.6K -$48.5K -570 -58%
CPG
478
Cornerstone Planning Group
New Jersey
$34.2K +$20.2K +237 +139%
SGFG
479
Silver Grove Financial Group
New York
$34.1K +$24.3K +286 +227%
UB
480
UMB Bank
Missouri
$33.1K – – –
MWPCG
481
Measured Wealth Private Client Group
New Hampshire
$32.5K – – –
FC
482
Financial Consulate
Maryland
$31.9K +$2.55K +30 +8%
TWD
483
True Wealth Design
Ohio
$29.6K -$4.76K -56 -14%
CFB
484
Cullen/Frost Bankers
Texas
$27.7K – – –
SEP
485
Signature Equity Partners
Ohio
$27.5K -$1.61K -19 -5%
CAL
486
Capital Analysts LLC
Pennsylvania
$27K -$3.4K -40 -11%
SWA
487
SOA Wealth Advisors
New York
$26.7K +$2M +23,480 +60,205%
RWPA
488
Richard W. Paul & Associates
Michigan
$23.6K +$1.87K +22 +8%
AA
489
Ancora Advisors
Ohio
$23.3K -$16.3K -192 -41%
CH
490
Canton Hathaway
Rhode Island
$22.8K – – –
CA
491
Continuum Advisory
Idaho
$21.9K +$22.4K +264 New
IFWM
492
Institute for Wealth Management
Colorado
$21.5K +$22K +259 New
AT
493
Avalon Trust
New Mexico
$21.1K – – –
MEG
494
Millstone Evans Group
Colorado
$20.7K – – –
CT
495
Caldwell Trust
Florida
$20.4K +$1.45K +17 +7%
JWA
496
JFS Wealth Advisors
Pennsylvania
$19.9K +$935 +11 +5%
ST
497
Smithfield Trust
Pennsylvania
$19K – – –
GKIM
498
GW&K Investment Management
Massachusetts
$19K +$425 +5 +2%
TCM
499
Triumph Capital Management
Colorado
$18.9K -$1.7K -20 -8%
DJSG
500
D.J. St. Germain
Massachusetts
$18.8K – – –
18 19
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