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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1101
Capital Advisors Ltd
Ohio
$42K – – –
DI
1102
DAGCO Inc
Ohio
$38.8K -$5.02K -10 -11%
EB
1103
Eastern Bank
Massachusetts
$38.8K – – –
BHWM
1104
Beaird Harris Wealth Management
Texas
$38.3K – – –
HC
1105
Hurley Capital
New York
$37.3K +$38.6K +77 New
CT
1106
Colonial Trust
South Carolina
$37.1K +$2.01K +4 +6%
MAM
1107
Meeder Asset Management
Ohio
$36.9K -$21.1K -42 -36%
NSIM
1108
North Star Investment Management
Illinois
$36.4K – – –
KA
1109
Kozak & Associates
Colorado
$36.3K – – –
RF
1110
Rossby Financial
Florida
$36.2K +$36.1K +72 +1,440%
JWM
1111
JPL Wealth Management
Colorado
$34.6K +$35.6K +71 New
AFC
1112
Ares Financial Consulting
California
$34.3K +$16.1K +32 +78%
P
1113
Palladiem
Pennsylvania
$34.1K +$35.1K +70 New
C
1114
Covestor
United Kingdom
$34K -$18.1K -36 -34%
BCM
1115
Berbice Capital Management
New York
$33.9K -$316K -630 -90%
BC
1116
Barrett & Company
Rhode Island
$33.9K – – –
ADL
1117
Asset Dedication LLC
California
$33.5K – – –
HFS
1118
Hantz Financial Services
Michigan
$33K -$769K -1,533 -96%
WA
1119
Whipplewood Advisors
Colorado
$33K +$27.6K +55 +423%
PWA
1120
Portus Wealth Advisors
North Carolina
$32K +$33.1K +66 New
NEWAS
1121
N.E.W. Advisory Services
Wisconsin
$31.5K – – –
GWM
1122
Geneos Wealth Management
Colorado
$29.6K -$5.52K -11 -15%
MG
1123
Mather Group
Illinois
$29.6K +$30.6K +61 New
SWP
1124
Strategic Wealth Partners
Ohio
$29.3K +$13.6K +27 +82%
OCM
1125
Osbon Capital Management
Massachusetts
$29.1K – – –
43 44
45
46 47