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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2051
Apriem Advisors
California
$424K -$41K -1,017 -9%
CYG
2052
Clean Yield Group
Vermont
$424K – – –
SC
2053
Syon Capital
California
$424K +$14.2K +351 +4%
TWM
2054
TriaGen Wealth Management
California
$424K – – –
AFPL
2055
Advus Financial Partners, LLC
Florida
$423K +$84K +2,082 +26%
AFGAS
2056
Allegiance Financial Group Advisory Services
Virginia
$423K +$406K +10,075 New
MGAM
2057
McGowan Group Asset Management
Texas
$422K +$242 +6 +0.1%
SGK
2058
Steigerwald Gordon & Koch
Virginia
$422K -$24.1K -597 -6%
RCI
2059
RS Crum Inc
California
$422K – – –
KBG
2060
Kahn Brothers Group
New York
$421K -$136K -3,375 -25%
AOI
2061
Auto-Owners Insurance
Michigan
$421K – – –
HWA
2062
Heritage Wealth Advisors
Virginia
$419K -$4.36K -108 -1%
SWA
2063
Sax Wealth Advisors
New Jersey
$419K -$37.6K -933 -9%
NGA
2064
Naples Global Advisors
Florida
$418K +$18.7K +464 +5%
EWA
2065
Encompass Wealth Advisors
Oregon
$418K -$86.7K -2,149 -18%
LW
2066
Lauer Wealth
Indiana
$418K -$496K -12,286 -54%
SFG
2067
Socha Financial Group
New York
$417K +$11.7K +289 +3%
VAM
2068
Verity Asset Management
North Carolina
$416K +$7.87K +195 +2%
PFA
2069
Pure Financial Advisors
California
$416K -$122K -3,022 -23%
SMA
2070
Seven Mile Advisory
New Jersey
$416K +$24.7K +613 +7%
AWA
2071
Acorn Wealth Advisors
Michigan
$415K +$15.8K +391 +4%
FNC
2072
First National Corp
Massachusetts
$414K – – –
HC
2073
Hamilton Capital
Ohio
$413K +$397K +9,843 New
CAAM
2074
Cornerstone Advisors Asset Management
Pennsylvania
$413K – – –
CCAL
2075
City Center Advisors LLC
Michigan
$413K +$397K +9,835 New
81 82
83
84 85