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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1851
Phoenix Wealth Advisors
North Carolina
$580K -$72.5K -335 -10%
SVWAG
1852
Sound View Wealth Advisors Group
Georgia
$580K -$12.1K -56 -2%
TPWA
1853
TRUE Private Wealth Advisors
Oregon
$579K -$33.5K -155 -5%
GA
1854
Geller Advisors
New York
$578K +$5.19K +24 +0.8%
OCM
1855
Orchard Capital Management
Illinois
$577K – – –
PCMC
1856
Paragon Capital Management (Colorado)
Colorado
$576K +$44.1K +204 +7%
WC
1857
Woodstock Corp
Massachusetts
$575K +$38.5K +178 +6%
EGM
1858
Engineers Gate Manager
New York
$574K -$627K -2,900 -49%
BI
1859
Bramshill Investments
Florida
$574K – – –
OFG
1860
Oxford Financial Group
Indiana
$574K +$29.9K +138 +5%
S
1861
swisspartners
Liechtenstein
$573K -$95.2K -440 -13%
TNA
1862
True North Advisors
Texas
$572K +$27.5K +127 +4%
ARMT
1863
Amica Retiree Medical Trust
Rhode Island
$571K – – –
WA
1864
WBH Advisory
Maryland
$571K +$3.25K +15 +0.5%
BAM
1865
Byrne Asset Management
New Jersey
$570K +$654K +3,023 New
FCA
1866
FLC Capital Advisors
California
$568K – – –
FA
1867
Financial Avengers
California
$567K +$155K +716 +31%
SLF
1868
Sun Life Financial
Ontario, Canada
$566K +$35.3K +163 +6%
QC
1869
Quent Capital
New York
$565K +$648K +2,995 New
LI
1870
Lafayette Investments
Maryland
$564K +$173K +800 +36%
IIM
1871
Ironwood Investment Management
Massachusetts
$563K +$4.76K +22 +0.7%
CCT
1872
Capital City Trust
Florida
$561K – – –
FWP
1873
FAS Wealth Partners
Kansas
$557K +$351K +1,620 +122%
CA
1874
CoreCap Advisors
Michigan
$556K +$638K +2,948 New
DCM
1875
Donaldson Capital Management
Indiana
$554K -$4.11K -19 -0.6%
73 74
75
76 77