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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1601
Synergy Investment Management
Florida
$53.3K – – –
TCM
1602
Tradewinds Capital Management
Washington
$52.9K – – –
1L
1603
10Elms LLP
Oklahoma
$51.2K – – –
WTA
1604
Washington Trust Advisors
Massachusetts
$50.7K -$10.4K -42 -18%
DIP
1605
DT Investment Partners
Pennsylvania
$50.4K – – –
NC
1606
NewSquare Capital
Pennsylvania
$50.4K +$39.7K +161 +575%
VWA
1607
Valued Wealth Advisors
Utah
$50.3K +$3.94K +16 +9%
AFG
1608
Albion Financial Group
Utah
$47.2K – – –
CAC
1609
Core Alternative Capital
Georgia
$47.2K – – –
CSC
1610
Caldwell Sutter Capital
California
$47K -$8.87K -36 -17%
TFGT
1611
TS Financial Group (TSFG)
Illinois
$47K +$43.6K +177 New
NEWAS
1612
N.E.W. Advisory Services
Wisconsin
$46.9K +$43.4K +176 New
PS
1613
Pinney & Scofield
Massachusetts
$46.7K – – –
MFT
1614
Moisand Fitzgerald Tamayo
Florida
$46.4K – – –
MWA
1615
Medallion Wealth Advisors
Connecticut
$45.2K +$12.3K +50 +42%
LWMI
1616
Legacy Wealth Management (Idaho)
Idaho
$43.7K – – –
PWMG
1617
Private Wealth Management Group
New Jersey
$42.4K -$1.23K -5 -3%
Q1WB
1618
Quest 10 Wealth Builders
Virginia
$40.6K -$739 -3 -2%
MLA
1619
MB, Levis & Associates
Pennsylvania
$39.7K – – –
DF
1620
Dunhill Financial
United Kingdom
$38.8K -$3.7K -15 -9%
WT
1621
Washington Trust
Rhode Island
$37.6K – – –
AWM
1622
Atticus Wealth Management
Florida
$37.4K – – –
ATC
1623
Adirondack Trust Company
New York
$37.3K +$27.1K +110 +367%
LC
1624
Lavaca Capital
Texas
$37.1K – – –
CHC
1625
City Holding Co
West Virginia
$36.8K +$10.6K +43 +45%
63 64
65
66 67