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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1051
Gitterman Wealth Management
New Jersey
$249K +$188K +1,938 New
RFA
1052
Register Financial Advisors
Georgia
$247K +$187K +1,920 New
AG
1053
AIA Group
Hong Kong
$246K -$101K -1,039 -35%
CGL
1054
Clarius Group LLC
Washington
$246K +$186K +1,915 New
PSFG
1055
Park Square Financial Group
Georgia
$245K +$32.8K +337 +21%
OWM
1056
Omnitrust Wealth Management
Florida
$241K +$70.1K +721 New
AA
1057
Alta Advisers
United Kingdom
$239K +$181K +1,863 New
FCM
1058
Fourpath Capital Management
Oklahoma
$235K +$178K +1,832 New
CFD
1059
Creative Financial Designs
Indiana
$232K +$16K +165 +10%
DWT
1060
Dorsey & Whitney Trust
South Dakota
$230K +$174K +1,794 New
GSEP
1061
Golden State Equity Partners
California
$230K +$174K +1,790 New
NEWAS
1062
N.E.W. Advisory Services
Wisconsin
$229K -$566K -5,816 -77%
WC
1063
Westhampton Capital
North Carolina
$229K +$174K +1,785 New
GS
1064
GWN Securities
Florida
$229K -$397K -4,080 -70%
HCM
1065
Howard Capital Management
Georgia
$229K +$173K +1,783 New
HSA
1066
HBK Sorce Advisory
Pennsylvania
$228K +$173K +1,776 New
NP
1067
NorthRock Partners
Minnesota
$227K +$172K +1,768 New
MW
1068
MBL Wealth
North Carolina
$227K +$172K +1,767 New
GLA
1069
Good Life Advisors
Pennsylvania
$227K +$172K +1,765 New
PWMA
1070
Pension & Wealth Management Advisors
Massachusetts
$226K -$228K -2,342 -57%
WIC
1071
Woodmont Investment Counsel
Tennessee
$225K +$170K +1,749 New
RIL
1072
Rothschild Investment LLC
Illinois
$224K +$1.17K +12 +0.7%
CWA
1073
Cura Wealth Advisors
Illinois
$223K +$169K +1,740 New
OBWG
1074
Onyx Bridge Wealth Group
New York
$222K +$168K +1,727 New
SIM
1075
Seaview Investment Managers
Florida
$222K +$168K +1,726 New
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