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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2076
Intercontinental Wealth Advisors
Texas
$219K +$214K +3,832 New
AA
2077
Apriem Advisors
California
$218K -$28.1K -503 -12%
CI
2078
Cordant Inc
Oregon
$218K -$10.4K -186 -5%
CWM
2079
Cabot Wealth Management
Massachusetts
$218K – – –
IFAM
2080
Institutional & Family Asset Management
Colorado
$217K -$40.5K -725 -16%
LFA
2081
Landmark Financial Advisors
Kentucky
$217K +$213K +3,803 New
WBG
2082
Wharton Business Group
Pennsylvania
$216K -$8.22K -147 -4%
NC
2083
NinePointTwo Capital
California
$215K +$212K +3,788 New
AC
2084
Alley Company
Illinois
$214K -$15.4K -275 -7%
HCM
2085
Hollencrest Capital Management
California
$214K – – –
BA
2086
Ballast Advisors
Minnesota
$214K +$112 +2 +0.1%
PWM
2087
Purus Wealth Management
California
$214K +$839 +15 +0.4%
TA
2088
TruWealth Advisors
Louisiana
$213K +$209K +3,732 New
MHIC
2089
Marble Harbor Investment Counsel
Massachusetts
$212K – – –
OC
2090
Oakworth Capital
Alabama
$212K +$19.7K +353 +11%
RRA
2091
Round Rock Advisors
Connecticut
$211K -$52.9K -946 -20%
JHCP
2092
Jackson Hole Capital Partners
Oklahoma
$211K -$4.03K -72 -2%
GWA
2093
GGM Wealth Advisors
Maryland
$209K – – –
FA
2094
Financial Advisors
Massachusetts
$209K +$205K +3,666 New
AWA
2095
Acorn Wealth Advisors
Michigan
$208K -$26.5K -474 -11%
ACG
2096
Allen Capital Group
Nebraska
$208K +$204K +3,647 New
WGAM
2097
Wilkinson Global Asset Management
New York
$208K +$204K +3,650 New
HHRDM
2098
H&H Retirement Design & Management
Nevada
$207K +$200K +3,580 New
SFA
2099
Source Financial Advisors
New York
$207K +$202K +3,620 New
TA
2100
TrueWealth Advisors
Alabama
$207K +$203K +3,622 New
82 83
84
85 86