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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2101
Bay Colony Advisors
Massachusetts
$547K -$224K -4,837 -31%
DWM
2102
Drive Wealth Management
Utah
$546K +$17.4K +376 +4%
CT
2103
Coastline Trust
Rhode Island
$545K +$14.7K +317 +3%
RK
2104
Rather & Kittrell
Tennessee
$544K -$1.07K -23 -0.2%
AIIMS
2105
Analyst IMS Investment Management Services
Israel
$544K +$502K +10,840 New
CHAM
2106
Clear Harbor Asset Management
Connecticut
$543K -$14.6K -316 -3%
KA
2107
Kooman & Associates
Pennsylvania
$540K +$63.6K +1,372 +15%
SFWC
2108
Strategic Family Wealth Counselors
New Jersey
$539K -$73.9K -1,594 -13%
MQWP
2109
Morey & Quinn Wealth Partners
Nebraska
$538K -$26.1K -564 -5%
PWM
2110
Purus Wealth Management
California
$538K -$80.5K -1,737 -14%
TA
2111
TFB Advisors
Kansas
$537K -$321K -6,929 -39%
SRA
2112
Secured Retirement Advisors
Minnesota
$537K +$27K +582 +6%
SCM
2113
Silvant Capital Management
Georgia
$536K – – –
SFS
2114
Security Financial Services
Indiana
$536K -$13.3K -287 -3%
DBIA
2115
Dumont & Blake Investment Advisors
New Jersey
$536K -$36K -777 -7%
WHC
2116
Wulff, Hansen & Co
California
$536K – – –
RIA
2117
Realta Investment Advisors
Delaware
$536K -$8.11K -175 -2%
SP
2118
Symmetry Partners
Connecticut
$535K +$216K +4,655 +78%
OE
2119
OFS Enterprise
Nebraska
$535K +$493K +10,648 New
SIM
2120
Stratos Investment Management
Ohio
$534K +$83.1K +1,794 +20%
MWM
2121
Marietta Wealth Management
Georgia
$534K +$493K +10,635 New
GHA
2122
Good Harbor Advisors
Massachusetts
$533K -$14.4K -310 -3%
SSC
2123
Syverson Strege & Co
Iowa
$533K -$33.2K -716 -6%
IWN
2124
Independent Wealth Network
Iowa
$533K -$47.5K -1,025 -9%
IAG
2125
Investment Advisory Group
Massachusetts
$532K +$2.18K +47 +0.4%
83 84
85
86 87