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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Endurance Wealth Management
Rhode Island
$27K – – –
PCG
377
Private Capital Group
Connecticut
$26K -$295K -6,366 -91%
AA
378
Ancora Advisors
Ohio
$24K +$24.8K +535 New
RFA
379
Reilly Financial Advisors
California
$22K – – –
RWA
380
Ropes Wealth Advisors
Massachusetts
$22K – – –
VFA
381
Valeo Financial Advisors
Indiana
$22K +$11K +238 +90%
CAL
382
Capital Analysts LLC
Pennsylvania
$21K – – –
NIM
383
NuWave Investment Management
New Jersey
$20K -$141K -3,047 -87%
CFG
384
Citizens Financial Group
Rhode Island
$20K +$8.38K +181 +70%
RA
385
Rational Advisors
New York
$20K +$17K +366 +452%
BAM
386
Bellevue Asset Management
Washington
$20K +$20.7K +447 New
JCM
387
Jacobi Capital Management
Pennsylvania
$18K -$7.41K -160 -28%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$139 -3 -0.7%
APC
389
Aspire Private Capital
North Carolina
$18K – – –
HFM
390
Hartford Financial Management
Connecticut
$18K – – –
LGWM
391
Litman Gregory Wealth Management
California
$18K – – –
SA
392
SRH Advisors
Kansas
$18K – – –
OPS
393
Orion Portfolio Solutions
Nebraska
$18K +$18.4K +398 New
MAWCM
394
Mine & Arao Wealth Creation & Management
California
$18K +$18.5K +400 New
CT
395
Caldwell Trust
Florida
$17.8K +$18.5K +400 New
GEA
396
Glen Eagle Advisors
New Jersey
$17.8K +$18.5K +400 New
PA
397
Parallel Advisors
California
$16K -$2.83K -61 -15%
FMP
398
Financial Management Professionals
Texas
$16K – – –
TWA
399
TCI Wealth Advisors
Arizona
$16K +$1.3K +28 +8%
TFO
400
Tarbox Family Office
California
$15K +$2.08K +45 +15%
14 15
16
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