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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2101
Gradient Investments
Minnesota
$186K +$3.98K +34 +2%
PMFA
2102
Plante Moran Financial Advisors
Michigan
$185K -$819 -7 -0.4%
AF
2103
Advisornet Financial
Minnesota
$185K -$4.91K -42 -2%
IRAG
2104
Investment Research & Advisory Group
Georgia
$182K +$351 +3 +0.2%
BCP
2105
Blue Chip Partners
Michigan
$181K -$10.3K -88 -5%
CTWM
2106
Cherry Tree Wealth Management
Minnesota
$181K +$191K +1,637 New
CFO
2107
CVA Family Office
Colorado
$180K -$94.5K -808 -33%
HBW
2108
Hazlett, Burt & Watson
West Virginia
$180K +$1.4K +12 +0.7%
CA
2109
Crewe Advisors
Utah
$178K -$138K -1,181 -42%
SVCP
2110
Silicon Valley Capital Partners
California
$171K +$18.5K +158 +11%
CWM
2111
Cedar Wealth Management
California
$170K -$2.46K -21 -1%
FFA
2112
Fairfield Financial Advisors
Massachusetts
$169K -$7.84K -67 -4%
FWM
2113
Focused Wealth Management
New York
$167K +$63.2K +540 +56%
HWA
2114
Heritage Wealth Advisors
Virginia
$167K +$4.68K +40 +3%
BCFD
2115
Boit C.F. David
$166K – – –
CWC
2116
Carolinas Wealth Consulting
North Carolina
$164K +$48.3K +413 +39%
HIIFS
2117
Harel Insurance Investments & Financial Services
Israel
$163K -$957K -8,180 -85%
RAM
2118
Riggs Asset Management
Pennsylvania
$162K – – –
CYG
2119
Clean Yield Group
Vermont
$158K – – –
VNA
2120
Valley National Advisers
Pennsylvania
$157K +$1.52K +13 +0.9%
BC
2121
Blackhill Capital
New Jersey
$155K – – –
OP
2122
ORG Partners
Indiana
$152K +$162K +1,384 New
CAC
2123
Core Alternative Capital
Georgia
$149K +$10.5K +90 +7%
TFM
2124
TFC Financial Management
Massachusetts
$147K +$1.4K +12 +0.9%
PVH
2125
Psagot Value Holdings
Israel
$147K -$682K -5,830 -82%
83 84
85
86 87