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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2601
Warner Financial
Maryland
$182K +$173K +516 New
GIA
2602
Goodwin Investment Advisory
Georgia
$181K +$12.1K +36 +8%
ECM
2603
Estabrook Capital Management
New York
$174K +$166K +495 New
HFM
2604
Hartford Financial Management
Connecticut
$174K – – –
HWA
2605
Heritage Wealth Advisors
Virginia
$174K +$12.1K +36 +8%
MFT
2606
Moisand Fitzgerald Tamayo
Florida
$172K +$29.2K +87 +22%
RCM
2607
Raleigh Capital Management
North Carolina
$165K +$157K +468 New
IAS
2608
IMA Advisory Services
Colorado
$164K -$252K -750 -62%
BCM
2609
Blume Capital Management
California
$164K – – –
CSWM
2610
Cassady Schiller Wealth Management
Ohio
$164K +$156K +465 New
EWM
2611
Evermay Wealth Management
Virginia
$162K – – –
HF
2612
Halpern Financial
Virginia
$162K +$151K +450 +5,000%
KLWA
2613
Kelly Lawrence W & Associates
California
$159K -$40.2K -120 -21%
PFSC
2614
Peoples Financial Services Corp
Pennsylvania
$159K – – –
TH
2615
TCTC Holdings
Texas
$159K – – –
FWA
2616
FSC Wealth Advisors
New York
$159K +$151K +450 New
SF
2617
SBK Financial
Virginia
$159K +$151K +450 New
AA
2618
Addison Advisors
Vermont
$156K +$139K +414 +1,380%
RPCONE
2619
Retirement Planning Company of New England
Rhode Island
$156K +$149K +444 New
CWM
2620
CarsonAllaria Wealth Management
Illinois
$155K +$148K +441 New
LWANC
2621
Laurel Wealth Advisors (North Carolina)
North Carolina
$154K – – –
SFCL
2622
Strengthening Families & Communities LLC
Massachusetts
$152K +$145K +432 New
CCM
2623
Cribstone Capital Management
Maine
$151K +$42.3K +126 +42%
PP
2624
Pacifica Partners
Canada
$149K -$45.3K -135 -24%
GC
2625
Gould Capital
Washington
$145K +$138K +411 New
103 104
105
106 107