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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2051
Kolinsky Wealth Management
New Jersey
$732K +$20.1K +352 +3%
FAN
2052
Financial Advisors Network
California
$732K +$706K +12,359 New
KCM
2053
KRS Capital Management
Michigan
$730K -$10.6K -185 -1%
3F
2054
360 Financial
Minnesota
$729K +$400 +7 +0.1%
CWS
2055
Cypress Wealth Services
California
$727K +$7.14K +125 +1%
PFA
2056
Pure Financial Advisors
California
$725K +$31.1K +545 +5%
DA
2057
Doliver Advisors
Texas
$725K -$19K -332 -3%
FCFC
2058
First Commonwealth Financial Corp
Pennsylvania
$724K -$9.71K -170 -1%
CFA
2059
CWS Financial Advisors
Michigan
$724K +$90.6K +1,587 +15%
SHGA
2060
Sand Hill Global Advisors
California
$723K -$33.6K -589 -5%
GAMC
2061
Garner Asset Management Corp
Texas
$721K -$51.6K -904 -7%
LIA
2062
LBMC Investment Advisors
Tennessee
$720K +$28.9K +506 +4%
BFAG
2063
Blackston Financial Advisory Group
Florida
$720K +$40.8K +714 +6%
CP
2064
Creekside Partners
California
$719K – – –
AMM
2065
American Money Management
California
$717K +$80.5K +1,409 +13%
BW
2066
Bison Wealth
Georgia
$716K -$423K -7,400 -38%
BCM
2067
Boltwood Capital Management
California
$711K -$8.85K -155 -1%
BFIM
2068
Beese Fulmer Investment Management
Ohio
$711K – – –
MCM
2069
Maple Capital Management
Vermont
$709K +$9.71K +170 +1%
OFS
2070
Orrstown Financial Services
Pennsylvania
$708K -$255K -4,469 -27%
AC
2071
Apella Capital
Connecticut
$708K +$43.3K +758 +7%
YIM
2072
Yoffe Investment Management
Pennsylvania
$707K +$682K +11,949 New
WC
2073
Waterloo Capital
Texas
$705K +$163K +2,860 +32%
RFG
2074
Range Financial Group
Oregon
$704K +$430K +7,525 +172%
CWM
2075
Calamos Wealth Management
Illinois
$702K -$136K -2,375 -17%
81 82
83
84 85