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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1951
Blue Chip Partners
Michigan
$232K -$37.2K -434 -15%
AWA
1952
Archvest Wealth Advisors
California
$231K +$204K +2,374 New
DF
1953
Dunhill Financial
United Kingdom
$231K +$11.9K +139 +6%
DWM
1954
Destination Wealth Management
California
$231K +$203K +2,367 New
GWM
1955
Gitterman Wealth Management
New Jersey
$230K -$311K -3,623 -61%
SFG
1956
SNS Financial Group
Minnesota
$230K +$202K +2,360 New
HCA
1957
Harbour Capital Advisors
Virginia
$230K +$206K +2,399 New
FBFS
1958
First Business Financial Services
Wisconsin
$230K -$24.7K -288 -11%
OFS
1959
Orrstown Financial Services
Pennsylvania
$230K -$28.7K -335 -12%
HWM
1960
HRC Wealth Management
Idaho
$229K +$202K +2,351 New
FSA
1961
Fort Sheridan Advisors
Illinois
$229K +$202K +2,350 New
PHAM
1962
Palisades Hudson Asset Management
Florida
$229K +$201K +2,348 New
MFC
1963
Mechanics Financial Corp
Ohio
$228K -$703K -8,199 -78%
JFA
1964
JNBA Financial Advisors
Minnesota
$228K -$27.5K -321 -12%
KCM
1965
Kathmere Capital Management
Pennsylvania
$228K +$201K +2,340 New
OBWG
1966
Onyx Bridge Wealth Group
New York
$226K +$199K +2,321 New
RWA
1967
Redhawk Wealth Advisors
Minnesota
$226K -$101K -1,177 -34%
SWM
1968
Seed Wealth Management
Illinois
$225K +$198K +2,313 New
FA
1969
Fermata Advisors
California
$225K -$45.9K -535 -19%
SRC
1970
Sage Rhino Capital
California
$225K +$198K +2,307 New
VSQM
1971
V-Square Quantitative Management
Illinois
$225K -$34.7K -405 -15%
CCM
1972
Cohen Capital Management
California
$224K +$198K +2,302 New
AIC
1973
Archer Investment Corporation
Indiana
$224K +$18.3K +213 +10%
SF
1974
Symphony Financial
Texas
$224K -$29.2K -340 -13%
CW
1975
Cook Wealth
North Carolina
$224K +$197K +2,298 New
77 78
79
80 81