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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
726
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
OC
727
Oakworth Capital
Alabama
$13K – – –
RFA
728
Reilly Financial Advisors
California
$13K – – –
GWS
729
Glassman Wealth Services
Virginia
$13K +$2.18K +17 +20%
BCA
730
Berman Capital Advisors
Georgia
$13K +$2.31K +18 +22%
HWA
731
HHM Wealth Advisors
Tennessee
$13K +$3.85K +30 +43%
FMTCOCP
732
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$13K +101 New
GEA
733
Glen Eagle Advisors
New Jersey
$12.3K – – –
ETC
734
Exchange Traded Concepts
Oklahoma
$12K -$14.6K -114 -55%
LC
735
Lindbrook Capital
California
$12K – – –
PWA
736
Phoenix Wealth Advisors
North Carolina
$12K +$11.6K +90 New
BDWM
737
Brewin Dolphin Wealth Management
Ireland
$11.7K -$14K -109 -55%
ADL
738
Asset Dedication LLC
California
$11K +$128 +1 +1%
PMFA
739
Plante Moran Financial Advisors
Michigan
$10K – – –
TCM
740
Tradewinds Capital Management
Washington
$10K – – –
JFA
741
JNBA Financial Advisors
Minnesota
$10K +$128 +1 +1%
CAC
742
Certified Advisory Corp
Florida
$10K +$10K +78 New
CA
743
Crewe Advisors
Utah
$9K – – –
MF
744
Manchester Financial
California
$9K +$7.07K +55 +458%
AWA
745
Arkadios Wealth Advisors
Georgia
$9K +$9.51K +74 New
RIM
746
Rockbridge Investment Management
New York
$8K -$2.7K -21 -26%
TFO
747
Tarbox Family Office
California
$8K – – –
SC
748
Solstein Capital
California
$8K +$8.22K +64 New
KFI
749
Key Financial Inc
Pennsylvania
$7K – – –
SL
750
Savior LLC
Massachusetts
$7K – – –
28 29
30
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