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Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
2226
First American Trust
California
$525K +$67.9K +1,200 +15%
SPWM
2227
Schrum Private Wealth Management
Florida
$524K +$453 +8 +0.1%
DCM
2228
Dimension Capital Management
Florida
$524K +$15.3K +271 +3%
PW
2229
Peninsula Wealth
California
$524K +$23.8K +420 +5%
EFG
2230
Everhart Financial Group
Ohio
$524K +$160K +2,827 +43%
RWB
2231
RMR Wealth Builders
New Jersey
$524K +$186K +3,281 +54%
CAM
2232
Cypress Asset Management
Texas
$522K -$136K -2,400 -20%
TPWM
2233
Twelve Points Wealth Management
Massachusetts
$521K +$186K +3,295 +54%
FMI
2234
F/M Investments
District of Columbia
$519K +$3.85K +68 +0.7%
CANY
2235
Caxton Associates (New York)
New York
$517K -$1.19M -21,006 -69%
SFWA
2236
Summit Financial Wealth Advisors
Louisiana
$517K -$97.2K -1,717 -16%
C
2237
Certuity
Florida
$517K -$4.98K -88 -0.9%
NCA
2238
New Century Advisors
Maryland
$517K +$73.6K +1,300 +16%
RIM
2239
Reliant Investment Management
Tennessee
$516K – – –
TC
2240
Trust Company
Kansas
$514K -$548K -9,687 -51%
AF
2241
Alerus Financial
North Dakota
$513K – – –
GIA
2242
Guyasuta Investment Advisors
Pennsylvania
$511K +$22.6K +400 +5%
PWSG
2243
Pacific Wealth Strategies Group
California
$508K -$85.8K -1,516 -14%
AWA
2244
AmeriServ Wealth Advisors
Pennsylvania
$508K – – –
3F
2245
360 Financial
Minnesota
$508K +$85.2K +1,506 +20%
ACM
2246
Armbruster Capital Management
New York
$508K +$119K +2,110 +30%
VFA
2247
Voya Financial Advisors
Connecticut
$508K +$232K +4,105 +83%
FAFN
2248
First Affirmative Financial Network
Colorado
$507K +$67.2K +1,188 +15%
HBW
2249
Hazlett, Burt & Watson
West Virginia
$507K +$514K +9,083 New
WW
2250
Waterfront Wealth
Kansas
$505K +$192K +3,398 +57%
88 89
90
91 92