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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1001
Sound Income Strategies
Florida
$147K – – –
TWA
1002
TCI Wealth Advisors
Arizona
$144K – – –
NL
1003
NVWM LLC
Pennsylvania
$143K +$2.47K +45 +2%
CWC
1004
Carolinas Wealth Consulting
North Carolina
$141K +$54.2K +990 +66%
SIA
1005
Sit Investment Associates
Minnesota
$140K – – –
CFD
1006
Creative Financial Designs
Indiana
$139K – – –
TCOV
1007
Trust Company of Vermont
Vermont
$137K -$9.86K -180 -7%
WP
1008
WealthPLAN Partners
Nebraska
$135K +$131K +2,385 New
GRP
1009
Global Retirement Partners
California
$129K +$20.5K +375 +22%
HA
1010
Homestead Advisers
Virginia
$128K +$14.8K +270 +14%
ARMT
1011
Amica Retiree Medical Trust
Rhode Island
$128K -$90.4K -1,650 -42%
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$123K – – –
GWS
1013
Glassman Wealth Services
Virginia
$123K +$7.4K +135 +7%
VCM
1014
Versant Capital Management
Arizona
$123K – – –
BC
1015
Bartlett & Co
Ohio
$123K – – –
FMII
1016
Farmers & Merchants Investments Inc
Nebraska
$121K – – –
CF
1017
Centaurus Financial
California
$115K +$112K +2,040 New
RDFA
1018
Ritter Daniher Financial Advisory
Ohio
$113K – – –
TFP
1019
Tilia Fiduciary Partners
North Carolina
$110K – – –
ADL
1020
Asset Dedication LLC
California
$105K +$10.7K +195 +12%
MHR
1021
Matthew Hamilton Rosenberg
$103K – – –
HIA
1022
Harbor Investment Advisory
Maryland
$99.3K -$29.6K -540 -24%
AAS
1023
Ameritas Advisory Services
Nebraska
$91.3K +$85.5K +1,560 New
GWSG
1024
GPS Wealth Strategies Group
Colorado
$90K +$87.1K +1,590 New
CFO
1025
CVA Family Office
Colorado
$86.6K +$7.4K +135 +10%
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