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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2051
Paladin Advisory Group
Iowa
$196K – – –
LWANC
2052
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K – – –
OWP
2053
ORG Wealth Partners
Texas
$195K +$172K +2,005 New
VCM
2054
Versant Capital Management
Arizona
$193K +$43.2K +504 +34%
QL
2055
Quarry LP
New York
$188K -$104K -1,215 -39%
BGAI
2056
Bruce G. Allen Investments
Colorado
$187K -$11.6K -135 -7%
DWM
2057
Darwin Wealth Management
Florida
$185K +$163K +1,900 New
DWA
2058
Dougherty Wealth Advisers
Minnesota
$182K – – –
BWM
2059
Bullock Wealth Management
Indiana
$179K -$2.49K -29 -2%
CT
2060
Clearstead Trust
Maine
$179K +$3.69K +43 +2%
CFS
2061
CGC Financial Services
Oregon
$178K -$13.7K -160 -8%
CWP
2062
Concord Wealth Partners
Virginia
$177K +$16.9K +197 +12%
CCA
2063
Catalyst Capital Advisors
New York
$173K +$58.3K +679 +62%
LI
2064
LRI Investments
Florida
$173K -$13K -151 -8%
RI
2065
Ridgewood Investments
New Jersey
$172K +$40.3K +470 +36%
USB
2066
Union Savings Bank
Connecticut
$172K +$15K +175 +11%
PS
2067
Planned Solutions
California
$164K +$144K +1,682 New
OP
2068
ORG Partners
Indiana
$162K -$175K -2,039 -55%
GFPC
2069
Global Financial Private Client
Florida
$162K +$12.1K +141 +9%
EBA
2070
Eagle Bay Advisors
New York
$161K -$30.3K -353 -18%
MFA
2071
McClarren Financial Advisors
Pennsylvania
$159K -$1.2K -14 -5%
HNB
2072
Hilltop National Bank
Wyoming
$159K +$4.46K +52 +3%
NFA
2073
Northwest Financial Advisors
Virginia
$158K +$139K +1,625 New
PMFA
2074
Plante Moran Financial Advisors
Michigan
$157K -$101K -1,180 -42%
SCM
2075
Silvant Capital Management
Georgia
$156K – – –
81 82
83
84 85