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Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
2226
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$319K +$309K +6,651 New
LCC
2227
Lincoln Capital Corp
Rhode Island
$317K -$16.3K -350 -5%
IFG
2228
Investors Financial Group
Minnesota
$317K +$308K +6,616 New
VWM
2229
Vigilare Wealth Management
Arizona
$317K +$316K +6,803 New
WF
2230
WoodTrust Financial
Wisconsin
$316K – – –
RZH
2231
Relyea Zuckerberg Hanson
Connecticut
$315K +$305K +6,564 New
GCMG
2232
Gyroscope Capital Management Group
Florida
$314K – – –
CVM
2233
Cheviot Value Management
California
$314K +$325 +7 +0.1%
SAM
2234
Shikiar Asset Management
New York
$313K -$2.13M -45,750 -88%
MCA
2235
Mercer Capital Advisers
New Jersey
$313K – – –
NCM
2236
Northwest Capital Management
Oregon
$312K – – –
SFWA
2237
Summit Financial Wealth Advisors
Louisiana
$311K -$18K -388 -6%
F
2238
Filament
Washington
$310K -$92K -1,979 -23%
SAM
2239
SP Asset Management
California
$309K -$83.5K -1,796 -22%
TAM
2240
Trust Asset Management
Texas
$309K -$8.23K -177 -3%
PO
2241
Private Ocean
California
$309K +$22.9K +492 +8%
WA
2242
Wealth Architects
California
$308K -$46.2K -995 -13%
HFP
2243
Holistic Financial Partners
Indiana
$308K -$13.5K -291 -4%
MA
2244
MCF Advisors
Kentucky
$308K +$15.6K +336 +6%
PHS
2245
Pekin Hardy Strauss
Illinois
$308K +$23.2K +500 +8%
HWA
2246
HCR Wealth Advisors
California
$308K +$79.5K +1,710 +36%
BFA
2247
Beacon Financial Advisory
Ohio
$308K +$299K +6,437 New
LWMM
2248
Legacy Wealth Management (Mississippi)
Mississippi
$308K +$298K +6,419 New
VAS
2249
Valicenti Advisory Services
New York
$307K -$8.13K -175 -3%
CIC
2250
Chase Investment Counsel
Virginia
$307K -$2.37K -51 -0.8%
88 89
90
91 92