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Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
2151
F/M Investments
District of Columbia
$228K +$191K +1,726 New
CFA
2152
Capstone Financial Advisors
Illinois
$227K +$190K +1,719 New
AB
2153
Atlas Brown
Kentucky
$226K +$190K +1,712 New
NFA
2154
Northern Financial Advisors
Michigan
$226K +$190K +1,712 New
CIM
2155
Capital Investment Management
Missouri
$226K +$190K +1,712 New
HIA
2156
Harbor Investment Advisory
Maryland
$225K +$130K +1,172 +219%
IRC
2157
Investors Research Corp
Georgia
$225K +$5.2K +47 +3%
LAM
2158
Lifestyle Asset Management
Texas
$225K +$189K +1,703 New
TA
2159
TruWealth Advisors
Louisiana
$225K -$82.8K -748 -31%
SFG
2160
SageGuard Financial Group
Tennessee
$224K +$188K +1,697 New
ATS
2161
Ashton Thomas Securities
New York
$224K +$188K +1,696 New
SIG
2162
Spinnaker Investment Group
California
$224K +$188K +1,696 New
CA
2163
Calton & Associates
Florida
$223K -$582K -5,253 -76%
LWM
2164
Liberty Wealth Management
California
$223K +$187K +1,689 New
JWM
2165
JGP Wealth Management
Oregon
$223K +$187K +1,688 New
OA
2166
Oasis Advisors
Iowa
$223K +$187K +1,692 New
HFO
2167
Heritage Family Offices
Arizona
$222K +$186K +1,682 New
CHA
2168
Cooper/Haims Advisors
New York
$221K +$186K +1,676 New
BFA
2169
Beacon Financial Advisory
Ohio
$221K +$186K +1,676 New
GS
2170
GWN Securities
Florida
$221K +$185K +1,671 New
BCM
2171
Boreal Capital Management
Florida
$220K – – –
ESC
2172
Eurizon SLJ Capital
$220K -$91.4K -825 -33%
DF
2173
DecisionPoint Financial
Arizona
$219K – – –
NF
2174
Nikulski Financial
Iowa
$219K +$184K +1,662 New
SHFG
2175
S Harris Financial Group
Texas
$219K +$184K +1,659 New
85 86
87
88 89