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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2101
Beaton Management Company
Massachusetts
$378K – – –
LA
2102
Legacy Advisors
Pennsylvania
$377K -$253K -4,577 -40%
TWM
2103
Torch Wealth Management
Ohio
$377K +$110 +2 +0%
WA
2104
Wealth Architects
California
$377K +$42.2K +764 +12%
DAM
2105
Diamant Asset Management
Connecticut
$373K +$22.1K +400 +6%
FNBOMD
2106
First National Bank of Mount Dora
Florida
$372K -$47.7K -864 -11%
KF
2107
Krilogy Financial
Missouri
$372K +$30.9K +559 +9%
GCMG
2108
Gyroscope Capital Management Group
Florida
$371K -$110K -2,000 -23%
HF
2109
HRT Financial
New York
$371K -$48.2K -872 -11%
AFS
2110
Access Financial Services
Minnesota
$370K – – –
DIM
2111
DC Investments Management
Virginia
$369K +$373K +6,750 New
BFA
2112
Beaumont Financial Advisors
Massachusetts
$367K +$55.4K +1,004 +18%
SCG
2113
Sonata Capital Group
Washington
$366K – – –
HFP
2114
Holistic Financial Partners
Indiana
$365K -$21K -380 -5%
WIA
2115
Westbourne Investment Advisors
Maryland
$365K – – –
AWA
2116
AmeriServ Wealth Advisors
Pennsylvania
$364K – – –
PIA
2117
Pinion Investment Advisors
Kansas
$363K -$207K -3,745 -36%
KWMG
2118
King Wealth Management Group
Florida
$363K +$99.6K +1,803 +37%
FAM
2119
Flaharty Asset Management
Florida
$361K -$69K -1,250 -16%
WF
2120
WoodTrust Financial
Wisconsin
$361K – – –
RWM
2121
RBA Wealth Management
California
$361K +$53.5K +968 +17%
VAS
2122
Valicenti Advisory Services
New York
$360K +$36.1K +654 +11%
HCA
2123
Harbour Capital Advisors
Virginia
$359K -$828 -15 -0.2%
FIM
2124
Fernwood Investment Management
Massachusetts
$358K – – –
CVM
2125
Cheviot Value Management
California
$358K +$91.2K +1,651 +34%
83 84
85
86 87