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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1101
Concord Wealth Partners
Virginia
$157K – – –
AT
1102
Arlington Trust
Alabama
$156K – – –
LFASL
1103
Lugano Financial Advisors SA (LFA)
Switzerland
$153K – – –
C
1104
Covestor
United Kingdom
$150K +$8.64K +60 +7%
LSA
1105
Leonteq Securities AG
Switzerland
$145K -$167K -1,158 -55%
GWSG
1106
GPS Wealth Strategies Group
Colorado
$145K +$7.63K +53 +6%
BIG
1107
Brooklyn Investment Group
New York
$141K +$5.62K +39 +5%
WTA
1108
Washington Trust Advisors
Massachusetts
$138K -$2.88K -20 -2%
LI
1109
LRI Investments
Florida
$138K – – –
GK
1110
Graney & King
New York
$136K – – –
AGWCA
1111
Annis Gardner Whiting Capital Advisors
Florida
$135K – – –
SN
1112
Sittner & Nelson
Oregon
$133K -$3.6K -25 -3%
SAM
1113
Sherman Asset Management
California
$131K – – –
CAL
1114
Capital Advisors Ltd
Ohio
$126K -$2.88K -20 -2%
ATC
1115
Adirondack Trust Company
New York
$123K – – –
CBT
1116
Crews Bank & Trust
Florida
$118K – – –
CVM
1117
Cheviot Value Management
California
$117K +$115K +798 New
TCM
1118
Tradewinds Capital Management
Washington
$116K +$288 +2 +0.3%
SFGP
1119
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$115K +$288 +2 +0.3%
CH
1120
Cromwell Holdings
Wyoming
$113K +$2.02K +14 +2%
BWM
1121
Bernard Wealth Management
Michigan
$112K +$144 +1 +0.1%
RTL
1122
Red Tortoise LLC
Georgia
$108K – – –
CYG
1123
Clean Yield Group
Vermont
$107K – – –
SFCL
1124
Strengthening Families & Communities LLC
Massachusetts
$106K +$3.31K +23 +3%
DAM
1125
Delta Asset Management
Tennessee
$105K – – –
43 44
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