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Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1026
Univest Financial
Pennsylvania
$227K +$208K +1,444 New
AWAG
1027
ARS Wealth Advisors Group
Florida
$226K +$207K +1,436 New
CRWM
1028
Castle Rock Wealth Management
California
$226K +$144 +1 +0.1%
IC
1029
IEQ Capital
California
$225K -$171K -1,185 -45%
PWM
1030
PBMares Wealth Management
Virginia
$225K +$206K +1,427 New
TIM
1031
Tortoise Investment Management
New York
$224K -$9.79K -68 -5%
MFC
1032
Morris Financial Concepts
South Carolina
$223K +$204K +1,418 New
HI
1033
Hudock Inc
Pennsylvania
$223K +$204K +1,417 New
LWM
1034
Lakeridge Wealth Management
Ohio
$223K +$204K +1,414 New
PA
1035
PharVision Advisers
Florida
$222K +$203K +1,412 New
CWM
1036
Compass Wealth Management
Connecticut
$222K – – –
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K – – –
ATPW
1038
Ashton Thomas Private Wealth
Arizona
$220K -$14.3K -99 -7%
CA
1039
CoreCap Advisors
Michigan
$220K +$432 +3 +0.2%
GEA
1040
Glen Eagle Advisors
New Jersey
$219K – – –
OL
1041
one8zero8 LLC
North Carolina
$219K -$1.04M -7,200 -84%
CAM
1042
Costello Asset Management
Pennsylvania
$218K +$200K +1,387 New
VCM
1043
Versant Capital Management
Arizona
$218K +$104K +725 +110%
NFC
1044
Northeast Financial Consultants
Connecticut
$217K +$199K +1,380 New
FFN
1045
Focus Financial Network
Minnesota
$217K +$198K +1,376 New
LA
1046
Legacy Advisors
Pennsylvania
$216K +$197K +1,371 New
SPWM
1047
Schrum Private Wealth Management
Florida
$216K +$197K +1,370 New
OL
1048
Owen LaRue
Kentucky
$215K +$197K +1,368 New
HTC
1049
Haverford Trust Company
Pennsylvania
$215K +$197K +1,365 New
EP
1050
Edgestream Partners
New Jersey
$215K +$196K +1,364 New
40 41
42
43 44