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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1951
Childress Capital Advisors
Texas
$202K -$64K -786 -23%
AWM
1952
AllSquare Wealth Management
New York
$202K – – –
MWA
1953
Monograph Wealth Advisors
California
$202K – – –
TWM
1954
Tradition Wealth Management
Minnesota
$202K -$20.2K -248 -9%
FCA
1955
FinTrust Capital Advisors
South Carolina
$202K -$6.03K -74 -3%
MTWM
1956
Masso Torrence Wealth Management
New Jersey
$202K +$15.1K +185 +8%
IAG
1957
Investment Advisory Group
Massachusetts
$201K -$326 -4 -0.2%
SAF
1958
Smith Anglin Financial
Texas
$201K -$8.8K -108 -4%
PAM
1959
Peak Asset Management
Colorado
$201K -$14.8K -182 -7%
SIC
1960
Sterling Investment Counsel
New York
$201K -$347K -4,256 -62%
EWA
1961
Evolution Wealth Advisors
Florida
$200K -$1.14K -14 -0.5%
SCM
1962
Stonehearth Capital Management
Massachusetts
$200K – – –
SOS
1963
Silver Oak Securities
Tennessee
$200K +$8.06K +99 +4%
CWM
1964
Cedar Wealth Management
California
$199K – – –
ORAM
1965
One River Asset Management
Connecticut
$198K -$169K -2,076 -45%
GWSG
1966
GPS Wealth Strategies Group
Colorado
$189K -$713K -8,756 -78%
SAG
1967
Spotlight Asset Group
Illinois
$179K – – –
HBT
1968
Hills Bank & Trust
Iowa
$178K -$111K -1,367 -37%
GC
1969
Gibson Capital
Pennsylvania
$178K – – –
LS
1970
Livforsakringsbolaget Skandia
Sweden
$176K – – –
DF
1971
Dunhill Financial
United Kingdom
$173K +$173K +2,130 +2,173%
WSC
1972
Wellington Shields & Co
New York
$173K – – –
PP
1973
Paloma Partners
Connecticut
$169K -$1.81M -22,179 -91%
AAP
1974
Arax Advisory Partners
Colorado
$169K -$216K -2,647 -55%
HCP
1975
Hexagon Capital Partners
Arkansas
$168K +$74.5K +915 +73%
77 78
79
80 81