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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
376
Voya Financial Advisors
Connecticut
$58K +$55K +1,120 New
MWM
377
Mission Wealth Management
California
$57K +$54.8K +1,115 New
SFM
378
Signet Financial Management
New Jersey
$55K – – –
ZF
379
Zhang Financial
Michigan
$55K +$51.1K +1,039 New
WPW
380
Waldron Private Wealth
Pennsylvania
$55K +$53.4K +1,086 New
BCP
381
Berkeley Capital Partners
Georgia
$54K – – –
HCM
382
Hollencrest Capital Management
California
$54K – – –
NAM
383
North American Management
Massachusetts
$54K – – –
WA
384
WealthTrust Axiom
Pennsylvania
$54K – – –
MCM
385
Maryland Capital Management
Maryland
$53K – – –
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$53K – – –
TAM
387
Taurus Asset Management
New York
$53K – – –
CCM
388
Consolidated Capital Management
California
$52K – – –
I
389
IberiaBank
Louisiana
$52K – – –
SLG
390
Stanley-Laman Group
Pennsylvania
$52K – – –
SP
391
Symmetry Partners
Connecticut
$49K +$46.9K +955 New
CCMW
392
Cypress Capital Management (Wyoming)
Wyoming
$46.5K +$44.3K +902 New
AF
393
Allworth Financial
California
$45K +$1.08K +22 +3%
WEC
394
Winslow Evans & Crocker
Massachusetts
$44K – – –
EWM
395
Endurance Wealth Management
Rhode Island
$43K -$8.16K -166 -17%
FFW
396
Fusion Family Wealth
New York
$41K – – –
VIA
397
Vantage Investment Advisors
Pennsylvania
$41K – – –
WTC
398
WhitTier Trust Company
Nevada
$38K – – –
FWM
399
Focused Wealth Management
New York
$38K +$49 +1 +0.1%
PA
400
Parallel Advisors
California
$36K +$15.6K +317 +76%
14 15
16
17 18