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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1751
Holt Capital Partners
Texas
$206K +$210K +2,800 New
CWA
1752
Clarus Wealth Advisors
Arizona
$205K +$207K +2,757 New
GCA
1753
Gradient Capital Advisors
California
$205K +$210K +2,792 New
JFA
1754
Johanson Financial Advisors
California
$203K +$208K +2,762 New
BCA
1755
Bay Colony Advisors
Massachusetts
$202K -$164K -2,179 -44%
SA
1756
Silversage Advisors
California
$202K +$162K +2,152 New
SW
1757
StrongBox Wealth
Missouri
$201K +$205K +2,725 New
EBT
1758
Enterprise Bank & Trust
Massachusetts
$201K +$206K +2,735 New
HCA
1759
Harbour Capital Advisors
Virginia
$200K +$205K +2,723 New
TFF
1760
The Family Firm
Maryland
$200K +$205K +2,724 New
HFM
1761
Harvest Fund Management
China
$199K -$57.1K -760 -22%
JFA
1762
JNBA Financial Advisors
Minnesota
$194K -$6.01K -80 -3%
MHR
1763
Matthew Hamilton Rosenberg
$193K +$15.1K +201 +8%
KPW
1764
Kore Private Wealth
New York
$189K -$181K -2,412 -48%
CWM
1765
Cedar Wealth Management
California
$188K – – –
CMA
1766
Cedar Mountain Advisors
Oregon
$188K +$5.79K +77 +3%
BSG
1767
Black Swift Group
Colorado
$184K +$188K +2,500 New
IRC
1768
Investors Research Corp
Georgia
$178K – – –
AWM
1769
AllSquare Wealth Management
New York
$177K – – –
EIP
1770
Ellis Investment Partners
Pennsylvania
$176K +$225 +3 +0.1%
CAL
1771
Capital Analysts LLC
Pennsylvania
$176K +$52.2K +694 +41%
WLPWM
1772
Walled Lake Planning & Wealth Management
Illinois
$173K +$75 +1 +0%
FRA
1773
Front Row Advisors
California
$170K -$17.9K -238 -9%
TF
1774
TimeScale Financial
Massachusetts
$169K -$6.31K -84 -4%
LWS
1775
Lucia Wealth Services
California
$169K +$52.1K +693 +43%
69 70
71
72 73