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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1451
Lion Street Advisors
Texas
$676K -$151K -745 -19%
SA
1452
Sovran Advisors
California
$673K +$661K +3,265 New
CCA
1453
Childress Capital Advisors
Texas
$673K -$2.03K -10 -0.3%
SOS
1454
Silver Oak Securities
Tennessee
$672K -$3.04K -15 -0.5%
BAM
1455
Bosun Asset Management
Illinois
$671K – – –
WAG
1456
Winthrop Advisory Group
Massachusetts
$671K +$56.7K +280 +10%
AWM
1457
Avior Wealth Management
Nebraska
$671K +$39.5K +195 +7%
PCP
1458
Proficio Capital Partners
Massachusetts
$667K +$200K +985 +46%
WOC
1459
West Oak Capital
California
$663K -$5.06K -25 -0.8%
VWM
1460
Valley Wealth Managers
New Jersey
$662K +$33.4K +165 +6%
ESB
1461
Essex Savings Bank
Connecticut
$659K +$39.5K +195 +7%
FHA
1462
First Horizon Advisors
Tennessee
$656K -$101K -500 -14%
SFS
1463
Stiles Financial Services
Minnesota
$652K – – –
CA
1464
Cache Advisors
California
$652K +$623K +3,075 New
CAG
1465
Centerpoint Advisory Group
Kansas
$652K +$623K +3,075 New
SIA
1466
Soltis Investment Advisors
Utah
$652K +$47.6K +235 +8%
1W
1467
1776 Wealth
Georgia
$651K – – –
FF
1468
Fluent Financial
Texas
$642K -$99.3K -490 -14%
MSWA
1469
Marshall & Sterling Wealth Advisors
New York
$642K +$614K +3,030 New
SWA
1470
Sax Wealth Advisors
New Jersey
$639K +$24.3K +120 +4%
NWA
1471
New World Advisors
Massachusetts
$638K -$170K -840 -22%
APW
1472
Austin Private Wealth
Texas
$638K +$228K +1,125 +60%
TCOT
1473
Trust Company of Toledo
Ohio
$636K +$126K +620 +26%
CIS
1474
Custom Index Systems
New York
$635K +$13.2K +65 +2%
WMP
1475
Wealth Management Partners
Arizona
$634K -$19.2K -95 -3%
57 58
59
60 61