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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
3401
Lebenthal Global Advisors
New York
$949K +$89K +520 +10%
SFS
3402
Strategic Financial Services
New York
$947K +$10.3K +60 +1%
AWM
3403
Alterna Wealth Management
Texas
$947K +$972K +5,680 New
ASBI
3404
American State Bank (Iowa)
Iowa
$944K +$10.3K +60 +1%
HA
3405
Herold Advisors
New York
$943K – – –
BDWCC
3406
B&D White Capital Company
Texas
$943K +$558K +3,260 +136%
ARG
3407
Advisory Resource Group
Oklahoma
$939K +$99.3K +580 +10%
RWMH
3408
Riverpoint Wealth Management Holdings
Illinois
$937K -$222K -1,300 -19%
BMD
3409
Better Money Decisions
New Mexico
$937K -$78.7K -460 -8%
WAM
3410
Winslow Asset Management
Ohio
$937K – – –
GCA
3411
Gradient Capital Advisors
California
$937K +$41.1K +240 +4%
CPP
3412
Capasso Planning Partners
South Carolina
$937K +$962K +5,620 New
GSIS
3413
Global Strategic Investment Solutions
Arizona
$934K +$199K +1,160 +26%
WFA
3414
Wade Financial Advisory
California
$930K +$13.7K +80 +1%
BWM
3415
BT Wealth Management
Georgia
$930K +$61.6K +360 +7%
DWM
3416
Dorchester Wealth Management
Quebec, Canada
$930K +$199K +1,160 +26%
AIM
3417
Alhambra Investment Management
Florida
$927K +$24K +140 +3%
VLKIM
3418
Van Lanschot Kempen Investment Management
Netherlands
$924K -$301K -1,760 -24%
AWA
3419
Acorn Wealth Advisors
Michigan
$924K +$6.85K +40 +0.7%
IIA
3420
Integral Investment Advisors
California
$924K +$948K +5,540 New
WBCM
3421
Wilson & Boucher Capital Management
California
$920K +$945K +5,520 New
OWM
3422
Opes Wealth Management
California
$917K +$151K +880 +19%
FFWM
3423
Future Financial Wealth Management
Ohio
$917K +$428K +2,500 +87%
SFP
3424
Sterling Financial Planning
New Jersey
$914K +$34.2K +200 +4%
SSCA
3425
South Shore Capital Advisors
Massachusetts
$914K +$95.8K +560 +11%
135 136
137
138 139