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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3101
Fortis Advisors
Pennsylvania
$306K -$143K -623 -33%
BWM
3102
BCS Wealth Management
Tennessee
$305K +$294K +1,285 New
AAG
3103
Armstrong Advisory Group
Massachusetts
$305K +$31.1K +136 +12%
AFS
3104
Annapolis Financial Services
Maryland
$305K – – –
GWM
3105
GSB Wealth Management
Connecticut
$305K +$35K +153 +14%
TCG
3106
Tremblant Capital Group
Florida
$303K – – –
AWAP
3107
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$303K +$12.1K +53 +4%
EW
3108
Enzi Wealth
Texas
$302K -$58.1K -254 -17%
SN
3109
Sittner & Nelson
Oregon
$302K +$1.6K +7 +0.6%
HFS
3110
Howard Financial Services
Texas
$301K -$40.3K -176 -12%
SFG
3111
Socha Financial Group
New York
$300K +$290K +1,265 New
FCCM
3112
First City Capital Management
Georgia
$300K – – –
MWM
3113
Merriman Wealth Management
Washington
$299K +$2.29K +10 +0.8%
HNWAG
3114
High Net Worth Advisory Group
Florida
$298K -$22.9K -100 -7%
ARIS
3115
Advanced Research Investment Solutions
California
$298K +$287K +1,256 New
CA
3116
CGN Advisors
Kansas
$298K -$26.3K -115 -8%
FCMC
3117
Founders Capital Management (Connecticut)
Connecticut
$298K – – –
CHA
3118
Cooper/Haims Advisors
New York
$297K -$10.1K -44 -3%
SCG
3119
Sonata Capital Group
Washington
$296K -$183K -800 -39%
FP
3120
Financial Perspectives
Minnesota
$295K – – –
PFA
3121
Pathway Financial Advisors
Vermont
$295K – – –
OLVIG
3122
Oliver Lagore Vanvalin Investment Group
Michigan
$294K +$1.6K +7 +0.6%
CB
3123
Centennial Bank
Arkansas
$293K -$11.4K -50 -4%
ORC
3124
O'Rourke & Company
Massachusetts
$292K -$1.83K -8 -0.6%
WA
3125
Waterford Advisors
New York
$292K – – –
123 124
125
126 127