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Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
2076
W Advisors LLC
Tennessee
$226K +$233K +4,831 New
KWS
2077
Keystone Wealth Services
California
$225K -$11.8K -245 -5%
FLI
2078
Family Legacy Inc
South Carolina
$225K +$12K +250 +5%
WIA
2079
Westbourne Investment Advisors
Maryland
$224K -$18.1K -375 -7%
WCG
2080
Weaver Consulting Group
California
$224K – – –
PB
2081
Pinnacle Bancorp
Nebraska
$223K -$42.4K -881 -16%
BMC
2082
Benin Management Corp
Connecticut
$223K -$9.68K -201 -4%
DCM
2083
Driehaus Capital Management
Illinois
$222K -$18.6K -386 -8%
OCPWS
2084
One Charles Private Wealth Services
Massachusetts
$222K +$530 +11 +0.2%
TA
2085
Trellis Advisors
Washington
$221K +$433 +9 +0.2%
ACM
2086
AUA Capital Management
Pennsylvania
$221K +$153K +3,183 +208%
LWMG
2087
Levy Wealth Management Group
Pennsylvania
$220K -$61.2K -1,271 -21%
CCC
2088
Chelsea Counsel Company
California
$220K – – –
WH
2089
Willner & Heller
California
$220K +$819 +17 +0.4%
DWM
2090
Destination Wealth Management
California
$220K +$226K +4,691 New
PWA
2091
Pillar Wealth Advisors
Pennsylvania
$219K -$10.2K -212 -4%
AGA
2092
Arkos Global Advisors
Texas
$219K -$915 -19 -0.4%
JWM
2093
Janiczek Wealth Management
Colorado
$219K +$75.9K +1,575 +51%
GA
2094
Gateway Advisory
New Jersey
$219K +$225K +4,675 New
PAI
2095
Pittenger & Anderson Inc
Nebraska
$218K -$4.91K -102 -2%
BAS
2096
Brown Advisory Securities
Maryland
$217K -$92.4K -1,918 -29%
TIM
2097
Tortoise Investment Management
New York
$217K -$16.2K -336 -7%
CWM
2098
Connecticut Wealth Management
Connecticut
$217K +$18.1K +376 +9%
TIAM2
2099
Tru Independence Asset Management 2
Oregon
$216K -$6.31K -131 -3%
JSA
2100
Jacobson & Schmitt Advisors
Wisconsin
$215K – – –
82 83
84
85 86