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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2076
Affinity Capital Advisors
California
$210K -$22.8K -391 -9%
IWA
2077
Intercontinental Wealth Advisors
Texas
$210K -$4.55K -78 -2%
AC
2078
Alley Company
Illinois
$210K – – –
HCM
2079
Hollencrest Capital Management
California
$210K – – –
BA
2080
Ballast Advisors
Minnesota
$210K +$175 +3 +0.1%
LB
2081
Leo Brokerage
Texas
$209K -$12.8K -219 -6%
HIM
2082
Hanlon Investment Management
New Jersey
$208K +$7.35K +126 +4%
SWM
2083
Shakespeare Wealth Management
Wisconsin
$208K +$212K +3,635 New
BWFA
2084
Baltimore-Washington Financial Advisors
Maryland
$208K +$217K +3,727 New
JHCP
2085
Jackson Hole Capital Partners
Oklahoma
$207K – – –
RRA
2086
Round Rock Advisors
Connecticut
$207K – – –
AP
2087
Adero Partners
California
$206K +$215K +3,685 New
BA
2088
Bridge Advisory
California
$205K -$10.4K -179 -5%
FA
2089
Financial Advisors
Massachusetts
$205K – – –
CHA
2090
Cooper/Haims Advisors
New York
$204K -$11.7K -200 -5%
WGAM
2091
Wilkinson Global Asset Management
New York
$204K – – –
SFA
2092
Source Financial Advisors
New York
$203K +$525 +9 +0.2%
ACM
2093
Antonetti Capital Management
Florida
$203K +$211K +3,621 New
WJA
2094
Willis Johnson & Associates
Texas
$202K -$175 -3 -0.1%
CFG
2095
CKW Financial Group
Hawaii
$202K – – –
CMBA
2096
C.M. Bidwell & Associates
Hawaii
$202K +$206K +3,536 +4,778%
CFO
2097
CVA Family Office
Colorado
$201K -$270K -4,626 -52%
PIA
2098
Perennial Investment Advisors
California
$201K -$16.8K -288 -7%
NEWAS
2099
N.E.W. Advisory Services
Wisconsin
$201K – – –
HG
2100
Harbor Group
New Hampshire
$200K -$18.5K -318 -8%
82 83
84
85 86