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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
926
VestGen Advisors
Illinois
$307K +$57.4K +16 +22%
DWA
927
Douglass Winthrop Advisors
New York
$304K -$43.1K -12 -12%
FHA
928
Flagship Harbor Advisors
Massachusetts
$304K -$17.9K -5 -5%
FCM
929
Fire Capital Management
California
$304K – – –
SIA
930
SkyView Investment Advisors
New Jersey
$304K – – –
CCC
931
Compass Capital Corp
Massachusetts
$301K – – –
HBW
932
Hazlett, Burt & Watson
West Virginia
$301K +$3.59K +1 +1%
WFI
933
West Family Investments
California
$301K -$621K -173 -66%
MCM
934
Monument Capital Management
Virginia
$301K -$126K -35 -28%
CRA
935
Clear Retirement Advice
California
$301K – – –
LAM
936
L2 Asset Management
Massachusetts
$301K +$17.9K +5 +6%
PCM
937
Prana Capital Management
Connecticut
$301K +$319K +89 New
PL
938
Plancorp LLC
Missouri
$295K -$3.59K -1 -1%
NI
939
Natural Investments
California
$295K +$75.4K +21 +32%
SPC
940
Sigma Planning Corp
Michigan
$294K +$3.59K +1 +1%
IAAG
941
Innovative Asset Advisors Group
Connecticut
$294K +$312K +87 New
MAM
942
McLean Asset Management
Virginia
$293K – – –
WR
943
WD Rutherford
Oregon
$290K -$21.5K -6 -7%
PFM
944
Patton Fund Management
Texas
$290K +$93.3K +26 +43%
GS
945
GTS Securities
Florida
$287K -$144K -40 -32%
HNB
946
Hilltop National Bank
Wyoming
$287K -$57.4K -16 -16%
KCP
947
Kera Capital Partners
California
$287K -$17.9K -5 -6%
GWA
948
Gratus Wealth Advisors
Virginia
$287K -$3.59K -1 -1%
PWPS
949
Pinnacle Wealth Planning Services
Ohio
$287K -$3.59K -1 -1%
GWMR
950
GC Wealth Management RIA
Massachusetts
$287K +$3.59K +1 +1%
36 37
38
39 40