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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2251
Cypress Wealth Services
California
$377K -$35.1K -733 -8%
LAM
2252
Lingohr Asset Management
Germany
$377K – – –
RWB
2253
RMR Wealth Builders
New Jersey
$376K -$27.2K -569 -6%
MIG
2254
McGuire Investment Group
Rhode Island
$376K – – –
RFN
2255
RDA Financial Network
Iowa
$375K +$3.78K +79 +0.9%
LWM
2256
Liberty Wealth Management
California
$375K +$26.4K +551 +7%
MFS
2257
Madrona Financial Services
Washington
$373K – – –
SCM
2258
Silvant Capital Management
Georgia
$373K – – –
AWA
2259
Aaron Wealth Advisors
Illinois
$370K -$36K -751 -8%
DW
2260
Domani Wealth
Pennsylvania
$370K -$4.31K -90 -1%
MC
2261
Merlin Capital
Rhode Island
$370K – – –
FFC
2262
First Financial Corp
Indiana
$369K – – –
KC
2263
Kingfisher Capital
North Carolina
$369K +$3.3K +69 +0.8%
ICM
2264
IMS Capital Management
Oregon
$367K -$196K -4,099 -32%
AWA
2265
Acorn Wealth Advisors
Michigan
$366K +$16.6K +346 +4%
FNBTCON
2266
First National Bank & Trust Co of Newtown
Pennsylvania
$365K – – –
SWM
2267
Seaside Wealth Management
California
$365K +$386K +8,062 New
SEEDPG
2268
S.E.E.D. Planning Group
New York
$364K +$123K +2,561 +43%
BCM
2269
Bluefin Capital Management
New York
$363K +$33.5K +700 +9%
WAG
2270
Winthrop Advisory Group
Massachusetts
$362K -$49.9K -1,043 -11%
GFS
2271
GYL Financial Synergies
Connecticut
$362K +$48.5K +1,013 +14%
MA
2272
MONECO Advisors
Connecticut
$362K +$70.6K +1,474 +21%
RHBC
2273
R.H. Bluestein & Co
Michigan
$361K -$19.1K -400 -5%
BMC
2274
Beaton Management Company
Massachusetts
$361K -$8.62K -180 -2%
ACM
2275
Alethea Capital Management
Washington
$361K +$406K +8,473 New
89 90
91
92 93