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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1926
One Charles Private Wealth Services
Massachusetts
$248K -$4.72K -50 -2%
FAFN
1927
First Affirmative Financial Network
Colorado
$247K +$13.7K +145 +6%
GIM
1928
Goelzer Investment Management
Indiana
$246K -$1.66M -17,587 -87%
SHFA
1929
SC&H Financial Advisors
Maryland
$246K -$146K -1,544 -36%
PFGIA
1930
Patriot Financial Group Insurance Agency
Massachusetts
$245K -$83.5K -885 -25%
CMA
1931
Cedar Mountain Advisors
Oregon
$245K +$1.04K +11 +0.4%
GCA
1932
Gradient Capital Advisors
California
$245K +$2.45K +26 +1%
CCA
1933
Catalyst Capital Advisors
New York
$244K -$1.77M -18,768 -88%
LF
1934
LifeSteps Financial
California
$244K +$1.32K +14 +0.5%
LCM
1935
Lewis Capital Management
California
$243K – – –
CFG
1936
Cooper Financial Group
California
$243K +$755 +8 +0.3%
RB
1937
Renasant Bank
Mississippi
$242K -$86.5K -917 -26%
LCM
1938
Liberty Capital Management
Michigan
$242K – – –
FNBOSM
1939
First National Bank of South Miami
Florida
$241K -$755 -8 -0.3%
IIA
1940
Integral Investment Advisors
California
$241K +$36.4K +386 +17%
QC
1941
Quent Capital
New York
$241K +$86.3K +915 +53%
AO
1942
Advisor OS
Illinois
$240K -$1.01M -10,690 -80%
GPFA
1943
Game Plan Financial Advisors
Ohio
$240K -$84.9K -900 -25%
KPCM
1944
Kings Point Capital Management
New York
$240K -$18.3K -194 -7%
WAOI
1945
Wealth Advisors of Iowa
Iowa
$240K -$5.66K -60 -2%
NFSG
1946
Newbridge Financial Services Group
Florida
$240K -$3.4K -36 -1%
FAT
1947
First American Trust
California
$238K -$55.9K -592 -18%
AWM
1948
AllSquare Wealth Management
New York
$237K – – –
AM
1949
Atwater Malick
Pennsylvania
$237K – – –
ORC
1950
O'Rourke & Company
Massachusetts
$237K +$7.55K +80 +3%
76 77
78
79 80