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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
726
Abbot Financial Management
Massachusetts
$215K +$157K +2,260 New
RWM
727
Ritholtz Wealth Management
New York
$215K +$157K +2,260 New
BCM
728
Breiter Capital Management
Florida
$214K +$156K +2,250 New
TFGT
729
TS Financial Group (TSFG)
Illinois
$213K – – –
ARG
730
Advisory Resource Group
Oklahoma
$213K +$155K +2,240 New
CIA
731
CSat Investment Advisory
Michigan
$212K -$25K -360 -14%
EI
732
Ethic Inc
New York
$212K +$155K +2,230 New
TI
733
Tidal Investments
Wisconsin
$212K +$155K +2,230 New
BCM
734
Beck Capital Management
Texas
$211K +$154K +2,220 New
NAS
735
Nicolet Advisory Services
Wisconsin
$209K +$153K +2,200 New
SAM
736
Secure Asset Management
Michigan
$206K +$151K +2,170 New
EWM
737
Evercore Wealth Management
New York
$203K +$149K +2,140 New
MGIA
738
Moneta Group Investment Advisors
Missouri
$203K +$149K +2,140 New
PI
739
Pachira Investments
California
$203K +$149K +2,140 New
MFW
740
Meristem Family Wealth
Minnesota
$202K +$148K +2,130 New
SBL
741
Sargent Bickham Lagudis
Colorado
$200K +$7.63K +110 +6%
CTC
742
Central Trust Company
Missouri
$198K – – –
FNC
743
First National Corp
Massachusetts
$196K +$144K +2,070 New
GG
744
Gleason Group
Kentucky
$190K – – –
SSB
745
Sandy Spring Bank
Maryland
$185K +$6.94K +100 +5%
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
$185K +$17.4K +250 +15%
SC
747
Solstein Capital
California
$185K +$135K +1,950 New
WEC
748
Winslow Evans & Crocker
Massachusetts
$177K -$694 -10 -0.5%
ETC
749
Exchange Traded Concepts
Oklahoma
$177K +$112K +1,620 +675%
EW
750
Evoke Wealth
California
$176K -$106K -1,520 -45%
28 29
30
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