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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
2101
GYL Financial Synergies
Connecticut
$517K -$484K -1,554 -52%
RCG
2102
Resource Consulting Group
Florida
$516K -$45.8K -147 -9%
PWA
2103
Providence Wealth Advisors
Illinois
$516K +$9.34K +30 +2%
JWM
2104
Janiczek Wealth Management
Colorado
$516K +$24.3K +78 +6%
ST
2105
Smithfield Trust
Pennsylvania
$515K – – –
FNBOSM
2106
First National Bank of South Miami
Florida
$514K -$93.4K -300 -17%
JWA
2107
JFS Wealth Advisors
Pennsylvania
$514K +$58.9K +189 +15%
CAG
2108
Curtis Advisory Group
California
$514K +$187K +600 +72%
BHIA
2109
Birch Hill Investment Advisors
Massachusetts
$512K – – –
LS
2110
Leelyn Smith
Illinois
$512K +$37.4K +120 +9%
MFG
2111
MidWestOne Financial Group
Iowa
$509K +$14K +45 +3%
AWA
2112
Aquire Wealth Advisors
Utah
$508K – – –
GCIA
2113
Gabelli & Co Investment Advisers
New York
$506K – – –
EP
2114
EPIQ Partners
Minnesota
$505K +$934 +3 +0.2%
GBWM
2115
Granite Bay Wealth Management
New Hampshire
$505K +$46.7K +150 +12%
SFG
2116
Steward Financial Group
Texas
$502K -$70.1K -225 -14%
TGAM
2117
TBH Global Asset Management
Tennessee
$502K – – –
MKC
2118
M. Kraus & Co
Vermont
$502K +$46.7K +150 +12%
CWA
2119
CJM Wealth Advisers
Virginia
$501K -$223K -717 -34%
TCM
2120
TD Capital Management
Tennessee
$501K – – –
GCA
2121
Genesee Capital Advisors
New York
$500K +$46.7K +150 +12%
PP
2122
PrairieView Partners
Minnesota
$499K +$2.8K +9 +0.7%
PCWA
2123
Pacific Capital Wealth Advisors
California
$499K +$103K +330 +31%
GFPC
2124
Global Financial Private Client
Florida
$499K +$121K +387 +39%
WPP
2125
Whalerock Point Partners
Rhode Island
$497K – – –
83 84
85
86 87