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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2076
Blue Fin Capital
Rhode Island
$807K -$35.7K -524 -4%
AW
2077
Alteri Wealth
California
$807K +$6.13K +90 +0.8%
RI
2078
Ridgewood Investments
New Jersey
$806K +$347K +5,095 +76%
VBA
2079
von Borstel & Associates
Oregon
$805K +$762K +11,175 New
CCWA
2080
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$803K +$800K +11,737 New
FMP
2081
Financial Management Professionals
Texas
$802K -$5.52K -81 -0.7%
BCM
2082
Boltwood Capital Management
California
$802K +$8.32K +122 +1%
CFS
2083
CRA Financial Services
New Jersey
$801K +$23.3K +342 +3%
HIIFS
2084
Harel Insurance Investments & Financial Services
Israel
$800K +$284K +4,165 +55%
SWM
2085
Sterling Wealth Management
Illinois
$799K -$153K -2,242 -16%
ACM
2086
Aljian Capital Management
Nevada
$794K +$195K +2,866 +33%
PAM
2087
PCG Asset Management
New Jersey
$794K -$10.2K -150 -1%
CA
2088
CWC Advisors
Oregon
$793K -$2.86K -42 -0.4%
AMG
2089
Asset Management Group
Connecticut
$791K +$13.6K +199 +2%
WC
2090
Whitney & Co
New York
$790K – – –
MWA
2091
Medallion Wealth Advisors
Connecticut
$789K +$41K +602 +6%
APG
2092
Abacus Planning Group
South Carolina
$788K +$27.8K +408 +4%
PH
2093
Pinnacle Holdings
Oklahoma
$787K -$3.27K -48 -0.4%
DBRC
2094
D.B. Root & Company
Pennsylvania
$787K +$11.9K +174 +2%
GCM
2095
Gallacher Capital Management
Colorado
$786K +$783K +11,481 New
SCA
2096
Sulzberger Capital Advisors
Florida
$785K +$204 +3 +0%
WF
2097
Wayfinding Financial
Washington
$784K +$1.23K +18 +0.2%
PWMG
2098
Prestige Wealth Management Group
New Jersey
$783K +$6.88K +101 +0.9%
GHA
2099
Granite Harbor Advisors
Texas
$781K -$7.02K -103 -0.9%
PWM
2100
Prentice Wealth Management
New York
$780K -$38.9K -570 -5%
82 83
84
85 86