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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1876
D'Orazio & Associates
Virginia
$618K -$56.6K -1,356 -9%
HP
1877
Holistic Planning
Texas
$616K +$572K +13,715 New
HBW
1878
Hazlett, Burt & Watson
West Virginia
$615K -$6.18K -148 -1%
SSWM
1879
Sheets Smith Wealth Management
North Carolina
$614K -$57.8K -1,386 -9%
SMA
1880
Sage Mountain Advisors
Georgia
$613K +$131K +3,143 +30%
HP
1881
Hyperion Partners
Pennsylvania
$613K +$43.2K +1,034 +8%
OL
1882
Optas LLC
Texas
$612K +$73.2K +1,754 +15%
NCFG
1883
New Century Financial Group
New Jersey
$612K +$25.2K +603 +5%
TF
1884
Tudor Financial
Ohio
$611K +$568K +13,610 New
DWMS
1885
Dominguez Wealth Management Solutions
Virginia
$611K +$3.13K +75 +0.6%
CAM
1886
Campion Asset Management
Virginia
$609K -$12.7K -305 -2%
SWM
1887
Salvus Wealth Management
New Jersey
$608K -$526K -12,611 -48%
PWM
1888
PBMares Wealth Management
Virginia
$608K -$48.3K -1,158 -8%
AFG
1889
Argent Financial Group
Louisiana
$607K +$565K +13,526 New
GA
1890
Geller Advisors
New York
$607K +$33K +790 +6%
CCP
1891
Cassia Capital Partners
North Carolina
$605K -$49.4K -1,183 -8%
GAG
1892
GM Advisory Group
New York
$604K -$491K -11,766 -47%
PWM
1893
Purus Wealth Management
California
$603K +$6.01K +144 +1%
MAG
1894
MRA Advisory Group
New Jersey
$603K -$52.8K -1,264 -9%
WAM
1895
Walker Asset Management
Missouri
$601K +$2.46K +59 +0.4%
CFG
1896
Carr Financial Group
Massachusetts
$600K -$137K -3,272 -20%
DTC
1897
Davidson Trust Company
Washington
$600K +$67K +1,605 +14%
EIM
1898
Essex Investment Management
Massachusetts
$599K -$7.39K -177 -1%
NAMP
1899
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$597K -$121K -2,900 -18%
NHT
1900
New Hampshire Trust
New Hampshire
$597K -$19K -456 -3%
74 75
76
77 78