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Name Holding Trade Value Shares
Change 		Change in
Stake
4A
1751
4Wealth Advisors
Illinois
$328K +$351K +3,309 New
DDC
1752
DF Dent & Co
Maryland
$327K -$310K -2,923 -47%
SDAM
1753
Shulman DeMeo Asset Management
New York
$326K -$12.6K -119 -3%
ST
1754
Sageworth Trust
Pennsylvania
$326K +$21.4K +202 +7%
CC
1755
Callan Capital
California
$325K +$348K +3,282 New
QPWM
1756
Quadrant Private Wealth Management
Pennsylvania
$323K -$23.9K -225 -6%
HIP
1757
Harrell Investment Partners
Texas
$323K – – –
OWP
1758
Obermeyer Wealth Partners
Colorado
$322K +$345K +3,249 New
TLA
1759
Tanglewood Legacy Advisors
Texas
$322K +$154K +1,448 +80%
HAIM
1760
Hunter Associates Investment Management
Pennsylvania
$322K +$25.3K +238 +8%
PAA
1761
Peregrine Asset Advisers
Oregon
$322K -$6.05K -57 -2%
BCA
1762
Bray Capital Advisors
Florida
$322K – – –
AAG
1763
Armstrong Advisory Group
Massachusetts
$322K +$98.4K +927 +40%
ABLA
1764
Alan B. Lancz & Associates
Ohio
$322K -$53.1K -500 -13%
WCG
1765
Weaver Consulting Group
California
$319K +$14.7K +138 +4%
SDWIA
1766
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$318K +$106 +1 +0%
MIC
1767
Meridian Investment Counsel
California
$316K – – –
BWM
1768
BCO Wealth Management
New Mexico
$316K +$338K +3,188 New
LI
1769
LRI Investments
Florida
$316K +$11.7K +110 +4%
WA
1770
WBH Advisory
Maryland
$314K +$44.1K +415 +15%
SFC
1771
Strategic Financial Concepts
Texas
$314K +$336K +3,168 New
CFD
1772
Creative Financial Designs
Indiana
$314K +$39.1K +368 +13%
FFG
1773
Fortem Financial Group
California
$314K +$336K +3,163 New
LF
1774
Lee Financial
Texas
$313K -$4.67K -44 -1%
KFGK
1775
Keystone Financial Group (Kentucky)
Kentucky
$313K +$83.6K +787 +33%
69 70
71
72 73