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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
3326
Dividend Assets Capital
South Carolina
$3.23M – – –
SGA
3327
Sustainable Growth Advisers
Connecticut
$3.22M – – –
CNFG
3328
Creegan & Nassoura Financial Group
New Hampshire
$3.22M -$7.38K -50 -0.3%
SIS
3329
Strategic Investment Solutions
Illinois
$3.21M -$51.5K -349 -2%
GAG
3330
Goodman Advisory Group
Massachusetts
$3.21M -$93.4K -633 -3%
PIAS
3331
PCA Investment Advisory Services
Ohio
$3.21M +$2.87M +19,451 New
RRWA
3332
Rainey & Randall Wealth Advisors
Florida
$3.21M +$3.39K +23 +0.1%
PMG
3333
Private Management Group
California
$3.2M -$350K -2,372 -11%
IDBONY
3334
Israel Discount Bank of New York
New York
$3.2M -$287K -1,947 -9%
AAM
3335
Austin Asset Management
Texas
$3.2M -$14.6K -99 -0.5%
LSWM
3336
Lorne Steinberg Wealth Management
Canada
$3.19M +$1.18K +8 +0%
BWCS
3337
Beirne Wealth Consulting Services
Connecticut
$3.19M -$180K -1,220 -6%
MFS
3338
Madrona Financial Services
Washington
$3.18M +$693K +4,697 +32%
PWM
3339
Praetorian Wealth Management
California
$3.18M +$228K +1,548 +9%
NFP
3340
Narus Financial Partners
Utah
$3.17M -$149K -1,007 -5%
TA
3341
Townsend & Associates
Colorado
$3.17M +$2.11M +14,325 +327%
AIM
3342
Athena Investment Management
California
$3.17M -$32.6K -221 -1%
EC
3343
EdgeRock Capital
Colorado
$3.17M +$202K +1,370 +8%
TC
3344
Trust Company
Kansas
$3.16M -$20.2K -137 -0.7%
WA
3345
WESPAC Advisors
California
$3.16M -$4.77M -32,351 -63%
DWA
3346
Delap Wealth Advisory
Oregon
$3.15M +$715K +4,846 +34%
WFM
3347
Wolff Financial Management
Michigan
$3.15M -$10.5K -71 -0.4%
TVAMP
3348
Tennessee Valley Asset Management Partners
Tennessee
$3.14M -$7.82K -53 -0.3%
CCM
3349
Compass Capital Management
Minnesota
$3.14M -$14.8K -100 -0.5%
MAG
3350
MRA Advisory Group
New Jersey
$3.13M -$155K -1,048 -5%
132 133
134
135 136