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Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1826
Pictet North America Advisors
Switzerland
$228K -$69.9K -649 -19%
1WA
1827
180 Wealth Advisors
Washington
$226K – – –
SFG
1828
SNS Financial Group
Minnesota
$226K +$4.31K +40 +1%
CF
1829
Centaurus Financial
California
$226K +$53.5K +497 +22%
FAG
1830
Financial Advisory Group
Texas
$225K +$2.15K +20 +0.7%
SPC
1831
Stewart & Patten Company
California
$225K +$16.1K +150 +6%
SIC
1832
SJS Investment Consulting
Ohio
$222K +$288K +2,671 New
EGA
1833
E&G Advisors
Texas
$221K – – –
SIM
1834
SSI Investment Management
California
$221K +$538 +5 +0.2%
JF
1835
JSF Financial
California
$221K +$14.9K +138 +5%
CVM
1836
Cheviot Value Management
California
$220K – – –
SW
1837
SlateStone Wealth
Florida
$220K +$5.6K +52 +2%
SWA
1838
Sutton Wealth Advisors
Florida
$219K +$12.3K +114 +5%
CCFM
1839
Clear Creek Financial Management
Washington
$219K -$281K -2,611 -50%
BFG
1840
Bouchey Financial Group
New York
$219K – – –
CHC
1841
City Holding Co
West Virginia
$218K – – –
BWM
1842
BCGM Wealth Management
Indiana
$217K – – –
TSW
1843
Thompson Siegel & Walmsley
Virginia
$217K – – –
OLA
1844
Oliver Luxxe Assets
New Jersey
$217K +$861 +8 +0.3%
LC
1845
Lavaca Capital
Texas
$217K +$8.18K +76 +4%
CBA
1846
Coastal Bridge Advisors
Connecticut
$215K +$60.8K +565 +28%
DOA
1847
D'Orazio & Associates
Virginia
$213K -$4.95K -46 -2%
HP
1848
HT Partners
Connecticut
$213K -$646 -6 -0.2%
KBFS
1849
Kohmann Bosshard Financial Services
Ohio
$213K – – –
SCA
1850
Sage Capital Advisors
South Dakota
$212K -$5.28K -49 -2%
72 73
74
75 76