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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2101
Whitener Capital Management
North Carolina
$706K +$3.67K +68 +0.5%
HI
2102
Human Investing
Oregon
$705K -$74.7K -1,385 -10%
BFC
2103
Blue Fin Capital
Rhode Island
$703K -$13.8K -256 -2%
PPG
2104
Peak Planning Group
Colorado
$698K +$394K +7,303 +129%
LK
2105
Lumbard & Kellner
New Hampshire
$697K -$85.3K -1,581 -11%
GWA
2106
GGM Wealth Advisors
Maryland
$697K +$971 +18 +0.1%
JWBC
2107
J.W. Burns & Co
New York
$693K – – –
HCMG
2108
Howard Capital Management Group
California
$693K -$21.6K -400 -3%
KIC
2109
Kensington Investment Counsel
California
$693K -$32.5K -603 -4%
SAM
2110
SignalPoint Asset Management
Missouri
$692K +$19K +352 +3%
MA
2111
MJP Associates
Connecticut
$692K -$419K -7,767 -38%
RWI
2112
Red Wave Investments
Pennsylvania
$691K -$33K -612 -5%
MCA
2113
Martin Capital Advisors
Texas
$691K +$4.32K +80 +0.6%
TCMG
2114
TSP Capital Management Group
New Jersey
$691K -$17.9K -331 -3%
CSI
2115
Cross Staff Investments
New York
$688K +$324 +6 +0%
BG
2116
Benedetti & Gucer
Georgia
$687K -$101K -1,865 -13%
LFA
2117
Landmark Financial Advisors
Kentucky
$686K +$8.09K +150 +1%
PWC
2118
PYA Waltman Capital
Tennessee
$685K +$60.6K +1,123 +10%
RWA
2119
Redhawk Wealth Advisors
Minnesota
$685K +$28.3K +525 +4%
GC
2120
Guidance Capital
Kentucky
$684K +$41.4K +768 +6%
JAFL
2121
Jay A. Fishman Ltd
Michigan
$683K -$97.1K -1,800 -12%
LWM
2122
Liberty Wealth Management
California
$683K +$187K +3,467 +38%
RSA
2123
River Street Advisors
Illinois
$683K +$32.3K +598 +5%
TFA
2124
Teamwork Financial Advisors
Texas
$683K +$29.7K +551 +5%
FDCC
2125
Foster Dykema Cabot & Co
Massachusetts
$682K – – –
83 84
85
86 87