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Name Holding Trade Value Shares
Change 		Change in
Stake
E
501
Ergoteles
New York
$327K +$297K +2,699 New
AIS
502
American Investment Services
Massachusetts
$326K – – –
CFA
503
Camarda Financial Advisors
Florida
$324K +$295K +2,675 New
HPC
504
HM Payson & Co
Maine
$320K +$331 +3 +0.1%
WA
505
WealthTrust Axiom
Pennsylvania
$313K – – –
SWP
506
Stratos Wealth Partners
Ohio
$313K +$2.09K +19 +0.7%
RCA
507
Resonant Capital Advisors
Wisconsin
$309K +$11.8K +107 +4%
1WA
508
180 Wealth Advisors
Washington
$308K -$80.3K -729 -23%
LWCFA
509
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K – – –
ECM
510
Everence Capital Management
Indiana
$304K -$1.84M -16,696 -87%
BS
511
Boenning & Scattergood
Pennsylvania
$304K – – –
WKWM
512
Walter & Keenan Wealth Management
Indiana
$303K -$187K -1,699 -40%
AIA
513
Armor Investment Advisors
North Carolina
$303K – – –
RCS
514
Retirement Capital Strategies
California
$303K – – –
ECM
515
Estabrook Capital Management
New York
$303K -$9.04K -82 -3%
RWA
516
Ropes Wealth Advisors
Massachusetts
$296K -$75.3K -683 -22%
CC
517
Centiva Capital
New York
$295K +$269K +2,438 New
PA
518
Parallel Advisors
California
$283K -$26K -236 -9%
OWA
519
Outlook Wealth Advisors
Texas
$281K +$256K +2,321 New
OPS
520
Orion Portfolio Solutions
Nebraska
$275K -$11K -100 -4%
CGL
521
Clarius Group LLC
Washington
$274K -$1.76K -16 -0.7%
PBC
522
Pavion Blue Capital
California
$273K -$3.86K -35 -2%
SCM
523
Shelton Capital Management
Colorado
$272K -$992K -9,000 -80%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$272K +$246K +2,232 +12,400%
SAM
525
Silvercrest Asset Management
New York
$267K -$54K -490 -18%
19 20
21
22 23