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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2051
ORG Wealth Partners
Texas
$195K +$172K +2,005 New
VCM
2052
Versant Capital Management
Arizona
$193K +$43.2K +504 +34%
QL
2053
Quarry LP
New York
$188K -$104K -1,215 -39%
BGAI
2054
Bruce G. Allen Investments
Colorado
$187K -$11.6K -135 -7%
DWM
2055
Darwin Wealth Management
Florida
$185K +$163K +1,900 New
DWA
2056
Dougherty Wealth Advisers
Minnesota
$182K – – –
CT
2057
Clearstead Trust
Maine
$179K +$3.69K +43 +2%
CFS
2058
CGC Financial Services
Oregon
$178K -$13.7K -160 -8%
CWP
2059
Concord Wealth Partners
Virginia
$177K +$16.9K +197 +12%
CCA
2060
Catalyst Capital Advisors
New York
$173K +$58.3K +679 +62%
LI
2061
LRI Investments
Florida
$173K -$13K -151 -8%
RI
2062
Ridgewood Investments
New Jersey
$172K +$40.3K +470 +36%
USB
2063
Union Savings Bank
Connecticut
$172K +$15K +175 +11%
PS
2064
Planned Solutions
California
$164K +$144K +1,682 New
OP
2065
ORG Partners
Indiana
$162K -$175K -2,039 -55%
GFPC
2066
Global Financial Private Client
Florida
$162K +$12.1K +141 +9%
EBA
2067
Eagle Bay Advisors
New York
$161K -$30.3K -353 -18%
MFA
2068
McClarren Financial Advisors
Pennsylvania
$159K -$1.2K -14 -5%
HNB
2069
Hilltop National Bank
Wyoming
$159K +$4.46K +52 +3%
NFA
2070
Northwest Financial Advisors
Virginia
$158K +$139K +1,625 New
PMFA
2071
Plante Moran Financial Advisors
Michigan
$157K -$101K -1,180 -42%
SCM
2072
Silvant Capital Management
Georgia
$156K – – –
WOC
2073
West Oak Capital
California
$156K -$18.4K -215 -12%
LIA
2074
Luken Investment Analytics
Tennessee
$156K – – –
CWM
2075
Compass Wealth Management
Connecticut
$156K +$86 +1 +0.1%
81 82
83
84 85