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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1501
Wambolt & Associates
Colorado
$1.45M +$182K +643 +13%
BC
1502
Bartlett & Co
Ohio
$1.45M +$28.9K +102 +2%
BCWM
1503
Bartlett & Co Wealth Management
Ohio
$1.45M +$28.9K +102 +2%
CCM
1504
Carderock Capital Management
Maryland
$1.45M -$582K -2,052 -27%
MOS
1505
MGO One Seven
Ohio
$1.44M +$8.51K +30 +0.5%
AWA
1506
Arete Wealth Advisors
Illinois
$1.44M -$73.5K -259 -4%
FC
1507
FORA Capital
Florida
$1.43M -$824K -2,903 -35%
RPC
1508
Rossmore Private Capital
Connecticut
$1.42M -$93.6K -330 -6%
PTP
1509
Platform Technology Partners
New York
$1.42M -$55K -194 -3%
KLC
1510
Knowledge Leaders Capital
Colorado
$1.42M +$18.4K +65 +1%
WA
1511
WESPAC Advisors
California
$1.42M +$992K +3,496 +178%
KCM
1512
Karp Capital Management
California
$1.41M – – –
GCMG
1513
Gyroscope Capital Management Group
Florida
$1.4M +$43.1K +152 +3%
CFA
1514
Carroll Financial Associates
North Carolina
$1.4M -$44K -155 -3%
SFG
1515
SevenBridge Financial Group
Pennsylvania
$1.4M +$14.8K +52 +1%
IA
1516
IAM Advisory
Pennsylvania
$1.39M +$1.55M +5,450 New
WAP
1517
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$48.8K +172 +3%
BHTS
1518
Bar Harbor Trust Services
Maine
$1.38M +$70.4K +248 +5%
CFS
1519
Capital Financial Services
New York
$1.38M -$8.51K -30 -0.6%
MFGM
1520
Marshall Financial Group (Maryland)
Maryland
$1.38M +$316K +1,113 +27%
GVAG
1521
Great Valley Advisor Group
Delaware
$1.37M -$44.8K -158 -3%
DC
1522
Derby & Company
Massachusetts
$1.37M – – –
BCM
1523
Bienville Capital Management
New York
$1.35M – – –
PCM
1524
Poehling Capital Management
Wisconsin
$1.35M -$284 -1 -0%
ST
1525
Spinnaker Trust
Maine
$1.34M -$11.3K -40 -0.8%
59 60
61
62 63