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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1326
Sandy Cove Advisors
Massachusetts
$494K -$56.5K -385 -11%
GSEP
1327
Golden State Equity Partners
California
$494K +$461K +3,140 New
AWM
1328
Avitas Wealth Management
California
$493K -$24.2K -165 -5%
CT
1329
Chicago Trust
Illinois
$492K +$5.14K +35 +1%
BBW
1330
Blue Barn Wealth
Utah
$489K +$19.1K +130 +4%
SWA
1331
Sax Wealth Advisors
New Jersey
$489K +$148K +1,010 +48%
WMP
1332
Wealth Management Partners
Arizona
$485K +$26.4K +180 +6%
PFG
1333
Prosperity Financial Group
California
$485K +$32.3K +220 +8%
CDH
1334
Charles D. Hyman
$485K – – –
GDP
1335
Great Diamond Partners
Maine
$485K -$33.7K -230 -7%
OFS
1336
Orrstown Financial Services
Pennsylvania
$484K +$14.7K +100 +3%
1W
1337
1776 Wealth
Georgia
$483K – – –
EWM
1338
Evermay Wealth Management
Virginia
$482K +$11K +75 +3%
SEC
1339
Seven Eight Capital
New York
$476K -$453K -3,085 -50%
SAI
1340
Savvy Advisors Inc
New York
$474K +$442K +3,010 New
AA
1341
Alta Advisers
United Kingdom
$472K – – –
WWM
1342
Westwood Wealth Management
California
$472K – – –
QWP
1343
Quotient Wealth Partners
Texas
$470K -$18.3K -125 -4%
GC
1344
Gratus Capital
Georgia
$470K +$143K +975 +48%
SWA
1345
Stratos Wealth Advisors
Ohio
$466K +$61.6K +420 +17%
CCA
1346
Childress Capital Advisors
Texas
$464K -$53.6K -365 -11%
WFI
1347
West Family Investments
California
$460K – – –
ESB
1348
Essex Savings Bank
Connecticut
$460K +$4.4K +30 +1%
PWM
1349
Prosperity Wealth Management
California
$458K -$44K -300 -9%
HFP
1350
Holistic Financial Partners
Indiana
$458K -$8.07K -55 -2%
52 53
54
55 56