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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
3001
MQS Management
New York
$529K -$438K -1,776 -47%
CA
3002
Crumly & Associates
Illinois
$527K +$152K +616 +44%
CG
3003
Clifford Group
Massachusetts
$526K – – –
SFG
3004
SNS Financial Group
Minnesota
$526K +$57.7K +234 +13%
SLG
3005
Stanley-Laman Group
Pennsylvania
$524K +$1.12M +4,532 New
BWM
3006
Baystate Wealth Management
Massachusetts
$524K +$20.2K +82 +4%
C
3007
CEDRUS
Colorado
$523K +$45.4K +184 +10%
SPWG
3008
Sage Private Wealth Group
Illinois
$523K +$92.9K +377 +23%
WC
3009
Westhampton Capital
North Carolina
$522K -$6.16K -25 -1%
CSWM
3010
Cassady Schiller Wealth Management
Ohio
$522K – – –
LWANC
3011
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K -$48.1K -195 -9%
SI
3012
Saxon Interests
Texas
$519K +$491K +1,992 New
WSWA
3013
Warren Street Wealth Advisors
California
$517K +$76.2K +309 +18%
PA
3014
PFW Advisors
Georgia
$515K -$49K -199 -9%
AA
3015
Alesco Advisors
New York
$515K – – –
PSCM
3016
Per Stirling Capital Management
Texas
$514K +$246 +1 +0.1%
HFP
3017
Holistic Financial Partners
Indiana
$514K +$9.61K +39 +2%
HZ
3018
Hixon Zuercher
Ohio
$513K +$75.4K +306 +18%
SCA
3019
Sandy Cove Advisors
Massachusetts
$513K +$74.9K +304 +18%
BCM
3020
Bourgeon Capital Management
Connecticut
$513K +$439K +1,780 +937%
ETIA
3021
Epic Trust Investment Advisors
Washington
$513K -$47.6K -193 -9%
PIAS
3022
PCA Investment Advisory Services
Ohio
$512K +$493 +2 +0.1%
LCM
3023
LVM Capital Management
Michigan
$512K – – –
AO
3024
Allen Operations
New York
$512K – – –
DB
3025
Dravo Bay
Delaware
$511K +$4.93K +20 +1%
119 120
121
122 123