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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2101
Patriot Financial Group Insurance Agency
Massachusetts
$144K -$43.7K -325 -26%
EWM
2102
Endurance Wealth Management
Rhode Island
$144K – – –
ACM
2103
AUA Capital Management
Pennsylvania
$142K – – –
DAM
2104
Delta Asset Management
Tennessee
$138K +$9.02K +67 +8%
FP
2105
Financial Perspectives
Minnesota
$135K – – –
BFG
2106
Baron Financial Group
New Jersey
$132K – – –
EBA
2107
Eagle Bay Advisors
New York
$132K +$113K +841 New
HC
2108
Hoese & Co
Minnesota
$128K +$4.04K +30 +4%
CFD
2109
Creative Financial Designs
Indiana
$126K +$17.1K +127 +19%
TWM
2110
Tradition Wealth Management
Minnesota
$124K -$33.5K -249 -24%
PCC
2111
Park Circle Company
Maryland
$124K – – –
CG
2112
Cutler Group
California
$123K -$622K -4,620 -85%
BCPWM
2113
Bradley & Co Private Wealth Management
Florida
$118K – – –
CIA
2114
Cascade Investment Advisors
Oregon
$116K -$13.5K -100 -12%
AWM
2115
AllSquare Wealth Management
New York
$112K – – –
CAL
2116
Capital Advisors Ltd
Ohio
$111K – – –
EWM
2117
Edge Wealth Management
New York
$109K – – –
GAM
2118
GVO Asset Management
Switzerland
$103K – – –
GAM
2119
Gemmer Asset Management
California
$102K +$3.5K +26 +4%
IRAG
2120
Investment Research & Advisory Group
Georgia
$101K – – –
PG
2121
Proffitt & Goodson
Tennessee
$99K -$673 -5 -0.8%
VRM
2122
Vectors Research Management
New York
$98K – – –
FMP
2123
Financial Management Professionals
Texas
$97K -$23.4K -174 -22%
PWS
2124
Paragon Wealth Strategies
Florida
$96K +$84K +624 New
CWP
2125
Concord Wealth Partners
Virginia
$94K -$34.2K -254 -30%
83 84
85
86 87