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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
2126
FRG Family Wealth Advisors
Washington
$130K +$118K +1,032 New
FWM
2127
FSA Wealth Management
Massachusetts
$130K -$16.7K -146 -13%
AFIA
2128
America First Investment Advisors
Nebraska
$127K – – –
SAG
2129
Spotlight Asset Group
Illinois
$124K – – –
CSWM
2130
Cassady Schiller Wealth Management
Ohio
$119K +$34.4K +302 +47%
PGAM
2131
Princeton Global Asset Management
New Jersey
$115K +$228 +2 +0.2%
MTIC
2132
Missouri Trust & Investment Company
Missouri
$115K +$43.5K +381 +73%
CT
2133
Clearstead Trust
Maine
$113K – – –
SIC
2134
SJS Investment Consulting
Ohio
$112K +$38.8K +340 +63%
MFT
2135
Moisand Fitzgerald Tamayo
Florida
$111K – – –
LD
2136
Lipe & Dalton
New York
$110K – – –
PP
2137
Pacifica Partners
Canada
$110K -$2.28K -20 -2%
DCM
2138
Davis Capital Management
Florida
$108K – – –
CTC
2139
Cetera Trust Company
Minnesota
$108K – – –
AWM
2140
Atticus Wealth Management
Florida
$108K – – –
SCM
2141
Silvant Capital Management
Georgia
$107K – – –
ACA
2142
Atlas Capital Advisors
Wyoming
$105K -$11.2K -98 -11%
WOC
2143
West Oak Capital
California
$105K – – –
MLA
2144
MB, Levis & Associates
Pennsylvania
$104K +$570 +5 +0.6%
ACA
2145
American Capital Advisory
Idaho
$102K +$3.19K +28 +3%
TFM
2146
TFC Financial Management
Massachusetts
$102K +$684 +6 +0.8%
LIM
2147
Lagoda Investment Management
New York
$102K – – –
DCBT
2148
Dakota Community Bank & Trust
North Dakota
$100K -$5.82K -51 -6%
CAM
2149
Creekmur Asset Management
Illinois
$99.3K +$12.4K +109 +16%
CAC
2150
Core Alternative Capital
Georgia
$98.1K -$50K -438 -36%
84 85
86
87 88