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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
2551
Aspire Private Capital
North Carolina
$254K +$2.55K +59 +1%
GI
2552
Gradient Investments
Minnesota
$253K -$49.5K -1,143 -17%
WFAG
2553
Wescott Financial Advisory Group
Pennsylvania
$253K +$7.92K +183 +3%
MCWS
2554
McKinley Carter Wealth Services
West Virginia
$253K -$9.74K -225 -4%
AWMG
2555
Alliance Wealth Management Group
New Jersey
$252K +$563 +13 +0.2%
TCM
2556
Towercrest Capital Management
Pennsylvania
$252K +$563 +13 +0.2%
APW
2557
Aventura Private Wealth
Florida
$252K -$7.62K -176 -3%
CG
2558
Curat Global
New Hampshire
$252K – – –
RIM
2559
Rockbridge Investment Management
New York
$252K -$1.34K -31 -0.5%
VWA
2560
VERITY Wealth Advisors
United States
$252K – – –
SPI
2561
Santori & Peters Inc
Pennsylvania
$251K – – –
BFA
2562
Beaumont Financial Advisors
Massachusetts
$250K -$13.8K -319 -5%
FWA
2563
FSC Wealth Advisors
New York
$250K +$87 +2 +0%
BPAMU
2564
BTG Pactual Asset Management US
New York
$249K +$245K +5,668 New
TA
2565
TPG Advisors
Illinois
$249K +$476 +11 +0.2%
TFS
2566
Thoroughbred Financial Services
Tennessee
$249K -$1.6K -37 -0.6%
BAMG
2567
Brand Asset Management Group
Missouri
$249K -$303 -7 -0.1%
PBF
2568
Petix & Botte Financial
California
$249K – – –
OSNBOA
2569
Old Second National Bank of Aurora
Illinois
$248K -$853K -19,699 -78%
WTFG
2570
Wells Trecaso Financial Group
Ohio
$248K -$161K -3,719 -40%
SFS
2571
Sharp Financial Services
Pennsylvania
$248K +$245K +5,650 New
HCMG
2572
Howard Capital Management Group
California
$248K +$245K +5,649 New
FDDB
2573
Fidelity D&D Bancorp
Pennsylvania
$248K -$8.66K -200 -3%
EMAM
2574
Encompass More Asset Management
California
$248K -$186K -4,308 -43%
TF
2575
Tudor Financial
Ohio
$247K -$374K -8,641 -61%
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103
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