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Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
4126
Spectrum Planning & Advisory Services
California
$679K +$33.3K +211 +6%
ONGA
4127
O'Neil Global Advisors
California
$675K -$299K -1,895 -33%
ACM
4128
Alethea Capital Management
Washington
$675K -$15.8K -100 -3%
NOCM
4129
Night Owl Capital Management
Connecticut
$674K -$34.8K -220 -5%
KAM
4130
Kraft Asset Management
Tennessee
$674K +$599K +3,793 New
CP
4131
CenterBook Partners
Connecticut
$674K +$600K +3,795 New
VIMU
4132
Veritas Investment Management (UK)
United Kingdom
$671K – – –
BWM
4133
Blossom Wealth Management
California
$670K -$225K -1,425 -27%
PI
4134
Pachira Investments
California
$667K +$4.74K +30 +0.8%
SFPM
4135
Sensible Financial Planning & Management
Massachusetts
$663K -$349K -2,206 -37%
BA
4136
BCM Advisors
Louisiana
$656K -$49.9K -316 -8%
AIA
4137
Acute Investment Advisory
Arizona
$656K +$583K +3,692 New
DF
4138
Donoghue Forlines
Massachusetts
$655K -$3.35M -21,188 -85%
MWA
4139
Motive Wealth Advisors
Michigan
$655K +$57.2K +362 +11%
DIS
4140
Diversified Investment Strategies
Louisiana
$653K – – –
LTL
4141
Lowery Thomas LLC
California
$649K +$578K +3,656 New
NP
4142
Ninepoint Partners
Ontario, Canada
$648K +$55.6K +352 +11%
IHWM
4143
Iron Horse Wealth Management
Iowa
$647K +$158 +1 +0%
BWM
4144
Boyd Wealth Management
California
$641K +$570K +3,609 New
CPA
4145
Cowen Prime Advisors
New York
$636K – – –
AJ
4146
Ashburton (Jersey)
Jersey
$629K -$363K -2,300 -39%
CNBT
4147
Cornerstone National Bank & Trust
Illinois
$628K – – –
BCMIO
4148
Beacon Capital Management Inc (Ohio)
Ohio
$626K – – –
BAM
4149
Beaumont Asset Management
Texas
$625K -$474 -3 -0.1%
HCRE
4150
Hoya Capital Real Estate
Connecticut
$621K +$553K +3,500 New
164 165
166
167 168