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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
451
New World Advisors
Massachusetts
$65K -$609K -9,683 -90%
BFG
452
Bouchey Financial Group
New York
$65K – – –
COCM
453
Charter Oak Capital Management
New Hampshire
$65K – – –
WSTAM
454
Wilbanks Smith & Thomas Asset Management
Virginia
$65K +$63 +1 +0.1%
CCIA
455
Cherry Creek Investment Advisors
Colorado
$65K +$126 +2 +0.2%
GIA
456
Gladstone Institutional Advisory
Florida
$65K +$67.2K +1,069 New
TCA
457
Transcend Capital Advisors
New Jersey
$65K +$67.3K +1,071 New
S
458
SignatureFD
Georgia
$64K – – –
RWB
459
RMR Wealth Builders
New Jersey
$63K -$1.32K -21 -2%
DIM
460
DC Investments Management
Virginia
$63K – – –
NAS
461
Nicolet Advisory Services
Wisconsin
$63K – – –
ST
462
Somerset Trust
Pennsylvania
$63K – – –
WAM
463
WNY Asset Management
New York
$63K – – –
DY
464
Dowling & Yahnke
California
$63K +$64.7K +1,030 New
SFO
465
Stokes Family Office
Louisiana
$62K -$5.41K -86 -8%
SFA
466
Souders Financial Advisors
Ohio
$62K – – –
TAM
467
Taurus Asset Management
New York
$62K – – –
GT
468
Greenleaf Trust
Michigan
$62K +$64.3K +1,023 New
SFA
469
Sequoia Financial Advisors
Ohio
$61K -$12.3K -195 -16%
HWMG
470
Hurlow Wealth Management Group
Indiana
$61K – – –
BCA
471
Berman Capital Advisors
Georgia
$56K +$26.4K +420 +81%
FCA
472
FinTrust Capital Advisors
South Carolina
$55K -$2.14K -34 -4%
TCM
473
TD Capital Management
Tennessee
$52K +$126 +2 +0.2%
EWM
474
Endurance Wealth Management
Rhode Island
$51K – – –
LWM
475
Liberty Wealth Management
California
$48K +$1.76K +28 +4%
17 18
19
20 21