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Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
1701
Element Pointe Advisors
Florida
$915K – – –
FP
1702
Foundry Partners
Minnesota
$915K – – –
PP
1703
Patron Partners
Texas
$911K -$23.4K -75 -3%
AIA
1704
Alera Investment Advisors
Illinois
$906K +$785K +2,520 New
GAAM
1705
Guinness Atkinson Asset Management
California
$905K – – –
NCM
1706
Novare Capital Management
North Carolina
$905K – – –
SACTSONJ
1707
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$905K – – –
DHGWA
1708
Dixon Hughes Goodman Wealth Advisors
North Carolina
$904K -$833K -2,676 -52%
SPWM
1709
Spartan Planning & Wealth Management
North Carolina
$904K +$784K +2,517 New
PWS
1710
Paragon Wealth Strategies
Florida
$903K +$37.4K +120 +5%
AMM
1711
American Money Management
California
$903K +$77.6K +249 +11%
NAMP
1712
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$902K +$28K +90 +4%
ATWA
1713
Arbor Trust Wealth Advisors
Michigan
$901K – – –
FAN
1714
Financial Advisors Network
California
$901K +$140K +450 +22%
BCM
1715
Breiter Capital Management
Florida
$899K +$37.4K +120 +5%
LRIA
1716
Leonard Rickey Investment Advisors
Washington
$899K +$136K +438 +21%
DP
1717
DDD Partners
Washington
$894K +$2.8K +9 +0.4%
DCM
1718
Dimension Capital Management
Florida
$893K -$7.47K -24 -1%
FA
1719
Fermata Advisors
California
$892K -$43K -138 -5%
CFA
1720
Compass Financial Advisors
Indiana
$892K -$934 -3 -0.1%
HCM
1721
Hall Capital Management
Rhode Island
$891K +$11.2K +36 +1%
FH
1722
FWG Holdings
Florida
$890K -$187K -600 -19%
PCI
1723
Planning Center Inc
Illinois
$889K -$4.67K -15 -0.6%
CWA
1724
Choice Wealth Advisors
Maine
$889K – – –
QPWM
1725
Quadrant Private Wealth Management
Pennsylvania
$886K -$127K -408 -14%
67 68
69
70 71