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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1701
RMR Wealth Builders
New Jersey
$355K -$6.09K -340 -2%
TPWA
1702
TRUE Private Wealth Advisors
Oregon
$354K +$3.69K +206 +1%
MCM
1703
Maple Capital Management
Vermont
$354K +$10.5K +587 +3%
SIS
1704
Strategic Investment Solutions
Illinois
$354K +$313K +17,477 New
TFA
1705
Triad Financial Advisors
North Carolina
$354K -$7.88K -440 -2%
GA
1706
Greytown Advisors
Florida
$354K -$376 -21 -0.1%
CCWA
1707
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$354K -$32.1K -1,792 -9%
SW
1708
SkyOak Wealth
Michigan
$353K -$12.3K -689 -3%
AA
1709
Alta Advisers
United Kingdom
$353K – – –
GPI
1710
General Partner Inc
Pennsylvania
$353K +$343K +19,152 New
WE
1711
Wealth Effects
Massachusetts
$352K -$129K -7,198 -27%
CPSAC
1712
Chas P. Smith & Associates (CPS)
Florida
$351K +$115K +6,432 +51%
PCOC
1713
Power Corp of Canada
Canada
$350K – – –
GM
1714
GeoWealth Management
Illinois
$350K -$5.33K -298 -2%
MPWT
1715
MassMutual Private Wealth & Trust
Connecticut
$350K +$138K +7,689 +68%
TF
1716
Trek Financial
Arizona
$349K +$4.47K +250 +1%
DAM
1717
Derbend Asset Management
Georgia
$349K +$1.07K +60 +0.3%
HGERS
1718
Householder Group Estate & Retirement Specialist
Arizona
$349K +$12.4K +691 +4%
AWAP
1719
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$349K +$26.6K +1,484 +9%
AWM
1720
Avaii Wealth Management
Wisconsin
$348K +$30.5K +1,702 +10%
PTP
1721
Platform Technology Partners
New York
$346K +$5.8K +324 +2%
SWP
1722
ShoreHaven Wealth Partners
New Jersey
$345K +$3.47K +194 +1%
HWM
1723
Hemington Wealth Management
Virginia
$345K -$71.4K -3,987 -18%
CNBTD
1724
Citizens National Bank Trust Department
Mississippi
$345K -$1.43K -80 -0.4%
CWA
1725
Clearview Wealth Advisors
Oregon
$344K -$15.5K -864 -4%
67 68
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