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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1201
Fortis Advisors
Pennsylvania
$152K – – –
HFM
1202
Hartford Financial Management
Connecticut
$151K – – –
MOS
1203
MGO One Seven
Ohio
$149K +$8.49K +107 +6%
WTB
1204
Washington Trust Bank
Washington
$147K -$38.4K -484 -20%
SWA
1205
Sutton Wealth Advisors
Florida
$146K – – –
FCAG
1206
First Capital Advisors Group
New Jersey
$143K +$149K +1,882 New
NSIM
1207
North Star Investment Management
Illinois
$142K – – –
EDRH
1208
Edmond de Rothschild Holding
Switzerland
$137K -$79.3K -1,000 -36%
TDC
1209
Thompson Davis & Co
Virginia
$136K +$37.6K +474 +36%
BWA
1210
BDO Wealth Advisors
Florida
$135K -$44.4K -560 -24%
LWA
1211
Lenox Wealth Advisors
New York
$133K +$98.2K +1,238 +239%
TFS
1212
TrustCore Financial Services
Tennessee
$129K -$7.93K -100 -6%
DOA
1213
D'Orazio & Associates
Virginia
$129K – – –
WDL
1214
Well Done LLC
Michigan
$128K +$133K +1,681 New
SFSIG
1215
San Francisco Sentry Investment Group
California
$127K -$23.8K -300 -15%
CPP
1216
Crow Point Partners
Massachusetts
$126K +$21.3K +268 +19%
SBL
1217
Sargent Bickham Lagudis
Colorado
$125K – – –
KTC
1218
Kistler-Tiffany Companies
Pennsylvania
$124K -$30K -378 -19%
WOC
1219
West Oak Capital
California
$123K -$21.8K -275 -14%
PMFA
1220
Plante Moran Financial Advisors
Michigan
$123K +$39.3K +496 +44%
QAM
1221
QCI Asset Management
New York
$119K +$76.9K +970 +161%
AAP
1222
Arax Advisory Partners
Colorado
$117K -$139K -1,752 -53%
FRA
1223
Front Row Advisors
California
$115K – – –
RPG
1224
Risk Paradigm Group
Texas
$115K -$1.19K -15 -1%
CIP
1225
Convergence Investment Partners
Florida
$114K +$119K +1,506 New
47 48
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