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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1801
Register Financial Advisors
Georgia
$698K +$83.3K +1,775 +12%
TAM
1802
Trillium Asset Management
Massachusetts
$698K +$3.38K +72 +0.4%
AWP
1803
Abacus Wealth Partners
California
$697K -$640K -13,653 -45%
OWCM
1804
One Wealth Capital Management
Arizona
$696K +$366K +7,812 +91%
PJSIMP
1805
P.J. Schmidt Investment Management (PJS)
Wisconsin
$694K +$9.34K +199 +1%
AA
1806
Advisory Alpha
Michigan
$693K -$88.6K -1,888 -10%
CUAMC
1807
China Universal Asset Management Company
China
$692K +$203K +4,331 +36%
TDB
1808
Thompson David Blair
$691K -$4.46K -95 -0.6%
BIAS
1809
Beacon Investment Advisory Services
New Jersey
$690K +$92.1K +1,963 +14%
SWP
1810
ShoreHaven Wealth Partners
New Jersey
$689K +$3.56K +76 +0.5%
AA
1811
Alta Advisers
United Kingdom
$687K – – –
MCM
1812
Mengis Capital Management
Oregon
$686K -$32.4K -690 -4%
CL
1813
CSS LLC
Illinois
$685K -$15.5K -330 -2%
PNFS
1814
PW Nova Financial Services
Pennsylvania
$683K -$516 -11 -0.1%
LCGC
1815
Legacy Capital Group California
California
$683K +$29.7K +634 +4%
SWP
1816
Strategic Wealth Partners
Ohio
$681K -$49.3K -1,050 -6%
PPC
1817
Park Place Capital
Alabama
$681K +$110K +2,335 +17%
VNA
1818
Valley National Advisers
Pennsylvania
$677K -$30.7K -654 -4%
ATS
1819
Ashton Thomas Securities
New York
$676K -$916K -19,528 -55%
HF
1820
HRT Financial
New York
$676K -$108M -2,302,843 -99%
BTD
1821
BankPlus Trust Department
Mississippi
$675K +$436K +9,300 +140%
LBC
1822
Lowe Brockenbrough & Co
Virginia
$672K -$35.8K -763 -5%
EFG
1823
Ethos Financial Group
Pennsylvania
$671K +$260K +5,537 +65%
CPW
1824
Cove Private Wealth
New York
$671K +$7.97K +170 +1%
KSWWM
1825
Keyes Stange & Wooten Wealth Management
Florida
$671K +$3.56K +76 +0.5%
71 72
73
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