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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
701
Toth Financial Advisory
Virginia
$72K – – –
CHA
702
Carmichael Hill & Associates
Maryland
$70K – – –
NSIM
703
North Star Investment Management
Illinois
$69K – – –
BC
704
Burleson & Co
California
$69K +$3.37K +10 +4%
BAM
705
Bellevue Asset Management
Washington
$68K – – –
ADL
706
Asset Dedication LLC
California
$63K +$21.6K +64 +37%
PCG
707
Private Capital Group
Connecticut
$60K -$12.5K -37 -14%
HDIM
708
Hanson & Doremus Investment Management
Vermont
$60K +$37.1K +110 +92%
NL
709
NVWM LLC
Pennsylvania
$59K – – –
EWA
710
Evolution Wealth Advisors
Florida
$58K -$57.3K -170 -43%
JWA
711
JFS Wealth Advisors
Pennsylvania
$55K +$42.8K +127 +153%
AWM
712
Avior Wealth Management
Nebraska
$53K -$217K -645 -76%
PMFA
713
Plante Moran Financial Advisors
Michigan
$53K – – –
PP
714
PrairieView Partners
Minnesota
$53K – – –
SIC
715
Salem Investment Counselors
North Carolina
$52K +$6.74K +20 +11%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$52K +$10.1K +30 +18%
GRP
717
Global Retirement Partners
California
$51K +$4.38K +13 +7%
SC
718
Saban Cheryl
$51K +$65.7K +195 New
HR
719
Howe & Rusling
New York
$48K – – –
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K – – –
SOW
721
State of Wyoming
Wyoming
$46K -$112K -332 -65%
GWMIA
722
Global Wealth Management Investment Advisory
Florida
$44K +$674 +2 +1%
BFC
723
Bedel Financial Consulting
Indiana
$44K +$16.9K +50 +42%
AA
724
Ancora Advisors
Ohio
$42K +$3.37K +10 +7%
CFA
725
Cahill Financial Advisors
Minnesota
$42K +$54.6K +162 New
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