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Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1326
JOYN Advisors
Georgia
$315K -$30.2K -319 -10%
FI
1327
FormulaFolio Investments
Michigan
$314K +$6.82K +72 +2%
TST
1328
Tech Square Trading
Massachusetts
$314K +$286K +3,024 New
BCA
1329
Bay Colony Advisors
Massachusetts
$313K +$286K +3,016 New
CII
1330
Capital International Inc
California
$312K – – –
WKWM
1331
Walter & Keenan Wealth Management
Indiana
$312K – – –
CA
1332
Cambridge Advisors
Nebraska
$310K – – –
APP
1333
Avantax Planning Partners
Iowa
$309K +$4.64K +49 +2%
LWS
1334
Lucia Wealth Services
California
$309K +$281K +2,971 New
NNP
1335
Nachman Norwood & Parrott
South Carolina
$303K -$5.49K -58 -2%
AW
1336
Alpha Windward
Massachusetts
$302K -$947 -10 -0.3%
SDWIA
1337
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$302K +$947 +10 +0.3%
PPP
1338
Private Portfolio Partners
New Jersey
$301K -$47.3K -500 -15%
VC
1339
Vicus Capital
Pennsylvania
$301K +$11.5K +121 +4%
EMG
1340
Ellington Management Group
Connecticut
$301K +$28.4K +300 +12%
PCP
1341
Proficio Capital Partners
Massachusetts
$300K +$188K +1,987 +221%
GW
1342
GW & Wade
Massachusetts
$299K +$9.47K +100 +4%
MSS
1343
Mitchell Sinkler & Starr
Pennsylvania
$299K +$272K +2,875 New
AIP
1344
Almanack Investment Partners
Pennsylvania
$298K -$72.8K -769 -21%
PCM
1345
Palisade Capital Management
New Jersey
$295K -$729K -7,700 -73%
IGGA
1346
Iron Gate Global Advisors
Utah
$295K – – –
VCM
1347
Vivaldi Capital Management
Illinois
$294K -$89.4K -944 -25%
LWAC
1348
Laurel Wealth Advisors (California)
California
$292K +$266K +2,813 New
GC
1349
Grace Capital
Massachusetts
$291K +$75.7K +800 +40%
PIP
1350
Peachtree Investment Partners
Florida
$291K +$265K +2,800 New
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