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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
2151
Garrett Wealth Advisory Group
Texas
$211K – – –
GWM
2152
Gitterman Wealth Management
New Jersey
$211K +$20.1K +106 +7%
P
2153
Pariax
California
$210K +$322K +1,703 New
FF
2154
Friedenthal Financial
New Jersey
$209K – – –
SW
2155
SlateStone Wealth
Florida
$209K -$876K -4,626 -73%
AP
2156
Atwood & Palmer
Missouri
$209K – – –
3F
2157
360 Financial
Minnesota
$208K – – –
EPWM
2158
Essex Private Wealth Management
Massachusetts
$208K – – –
EA
2159
Evergreen Advisors
Tennessee
$208K +$72.1K +381 +29%
BMC
2160
Benin Management Corp
Connecticut
$208K -$8.52K -45 -3%
LCM
2161
LVM Capital Management
Michigan
$207K +$318K +1,680 New
FWM
2162
Fairhaven Wealth Management
Illinois
$207K -$27.3K -144 -8%
SCA
2163
Scott Capital Advisors
Oregon
$207K -$5.68K -30 -2%
SCM
2164
Schnieders Capital Management
California
$206K -$624K -3,298 -66%
TFA
2165
Triad Financial Advisors
North Carolina
$206K -$2.46K -13 -0.8%
FFA
2166
Fragasso Financial Advisors
Pennsylvania
$206K +$4.92K +26 +2%
AC
2167
Apella Capital
Connecticut
$205K -$176K -929 -36%
OAM
2168
Oak Asset Management
California
$205K – – –
6F
2169
626 Financial
Michigan
$205K +$166K +878 +111%
MFG
2170
Mainsail Financial Group
Washington
$205K +$259K +1,370 New
NC
2171
NinePointTwo Capital
California
$205K – – –
T
2172
TCWP
Ohio
$205K +$50.9K +269 +19%
AWM
2173
Avaii Wealth Management
Wisconsin
$205K -$83.9K -443 -21%
CWP
2174
Core Wealth Partners
California
$204K +$505K +2,669 New
MHC
2175
Meyer Handelman Company
New York
$203K -$68.2K -360 -18%
85 86
87
88 89