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Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
2176
Millstone Evans Group
Colorado
$709K -$18.4K -300 -3%
CL
2177
COWA LLC
Oklahoma
$708K +$57.9K +942 +10%
LA
2178
LexAurum Advisors
Kansas
$708K -$145K -2,357 -19%
BWM
2179
Baron Wealth Management
Michigan
$708K -$11.3K -184 -2%
AIS
2180
American Investment Services
Massachusetts
$707K -$38.8K -631 -6%
FA
2181
Fountainhead AM
New Jersey
$706K +$347K +5,642 +124%
SCP
2182
Sivia Capital Partners
California
$706K +$43.8K +712 +8%
BAM
2183
Bellevue Asset Management
Washington
$706K -$6.02K -98 -1%
FFG
2184
Fiduciary Financial Group
California
$705K +$1.23K +20 +0.2%
NFC
2185
Northstar Financial Companies
Pennsylvania
$700K -$91.3K -1,486 -13%
NAMM
2186
NorthStar Asset Management (Massachusetts)
Massachusetts
$698K -$58.4K -951 -9%
GFA
2187
Gallagher Fiduciary Advisors
Illinois
$697K +$33.9K +551 +6%
API
2188
Asset Planning Inc
California
$695K -$10.6K -173 -2%
CAS
2189
CTC Alternative Strategies
Illinois
$695K +$115K +1,870 +23%
NQWM
2190
Northwest Quadrant Wealth Management
Oregon
$695K -$3.07K -50 -0.5%
APW
2191
Austin Private Wealth
Texas
$695K +$67.7K +1,102 +12%
FWM
2192
Focused Wealth Management
New York
$694K +$3.01K +49 +0.5%
AIC
2193
Argus Investors Counsel
New York
$693K – – –
IIA
2194
Integral Investment Advisors
California
$692K +$16.2K +264 +3%
DOA
2195
D'Orazio & Associates
Virginia
$691K -$63.2K -1,028 -9%
PIM
2196
Profit Investment Management
Maryland
$690K – – –
CA
2197
Continuum Advisory
Idaho
$690K +$8.79K +143 +1%
GAM
2198
Gemmer Asset Management
California
$690K +$25.8K +420 +4%
AIP
2199
Alexis Investment Partners
Texas
$689K +$310K +5,038 +101%
AFM
2200
Aspetuck Financial Management
Connecticut
$689K -$61 -1 -0%
86 87
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