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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
701
Jacobi Capital Management
Pennsylvania
$33K – – –
PO
702
Private Ocean
California
$33K – – –
SWP
703
ShoreHaven Wealth Partners
New Jersey
$33K +$26.2K +100 New
SIM
704
Sonora Investment Management
Arizona
$33K +$26.2K +100 New
TC
705
Truvestments Capital
Florida
$33K +$26.2K +100 New
CFA
706
Carroll Financial Associates
North Carolina
$30K -$71.4K -272 -75%
EWA
707
Evolution Wealth Advisors
Florida
$30K +$23.6K +90 New
HFS
708
HBC Financial Services
Washington
$28K +$3.94K +15 +25%
WAS
709
Winch Advisory Services
Wisconsin
$28K +$5.77K +22 +35%
CA
710
Clearstead Advisors
Ohio
$27K +$1.05K +4 +5%
BDWM
711
Brewin Dolphin Wealth Management
Ireland
$26.9K +$21.2K +81 New
HMS
712
Hanseatic Management Services
New Mexico
$26K +$20.7K +79 New
BDWCC
713
B&D White Capital Company
Texas
$26K +$21K +80 New
LWANC
714
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K +$19.7K +75 New
PCFFS
715
Pacific Center for Financial Services
California
$23K – – –
PFBT
716
Parkside Financial Bank & Trust
Missouri
$23K +$787 +3 +5%
RWB
717
RMR Wealth Builders
New Jersey
$23K +$18.4K +70 New
AF
718
Allworth Financial
California
$21K +$3.15K +12 +24%
MWP
719
Meridian Wealth Partners
Pennsylvania
$20K +$15.5K +59 New
BWA
720
BDO Wealth Advisors
Florida
$20K +$15.7K +60 New
LC
721
Lindbrook Capital
California
$18K +$5.77K +22 +67%
1IA
722
1834 Investment Advisors
Wisconsin
$17K -$43.3K -165 -77%
FNBOSM
723
First National Bank of South Miami
Florida
$17K – – –
HR
724
Howe & Rusling
New York
$17K – – –
IF
725
Ironwood Financial
Arizona
$17K – – –
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