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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1676
Atlas Private Wealth Management
New York
$293K – – –
MHIC
1677
Marble Harbor Investment Counsel
Massachusetts
$292K – – –
WA
1678
Wealth Architects
California
$291K +$40.9K +577 +16%
JIC
1679
Joel Isaacson & Co
New York
$291K -$1.77K -25 -0.6%
NICM
1680
Neo Ivy Capital Management
New York
$290K -$3.23M -45,601 -92%
GSC
1681
Grey Street Capital
Illinois
$290K +$850 +12 +0.3%
CC
1682
Cannell & Co
New York
$289K -$39K -550 -12%
LIA
1683
LBMC Investment Advisors
Tennessee
$288K +$18.4K +260 +7%
LSC
1684
Lesa Sroufe & Co
Washington
$288K – – –
CA
1685
Carson Advisory
Georgia
$288K -$33.7K -475 -10%
MTC
1686
McDaniel Terry & Co
Texas
$287K -$11.6K -164 -4%
SWA
1687
Sax Wealth Advisors
New Jersey
$286K +$11.1K +156 +4%
AFP
1688
Ausdal Financial Partners
Iowa
$286K +$2.9K +41 +1%
GSIAS
1689
Garden State Investment Advisory Services
New Jersey
$286K +$7.87K +111 +3%
EAM
1690
Empirical Asset Management
Massachusetts
$286K -$4.32K -61 -1%
WWM
1691
Wolff Wiese Magana
California
$284K -$1.27M -17,875 -81%
AF
1692
Apexium Financial
Texas
$283K +$8.36K +118 +3%
SCM
1693
Sterneck Capital Management
Missouri
$283K -$67.3K -950 -19%
PAG
1694
Powers Advisory Group
Illinois
$282K +$1.63K +23 +0.6%
GLA
1695
Good Life Advisors
Pennsylvania
$282K +$54K +762 +23%
SVWAG
1696
Sound View Wealth Advisors Group
Georgia
$281K -$30.5K -431 -10%
LRPA
1697
L. Roy Papp & Associates
Arizona
$281K – – –
LFA
1698
Landmark Financial Advisors
Kentucky
$280K +$9K +127 +3%
OPA
1699
Old Port Advisors
Maine
$280K +$284K +4,009 New
RPWA
1700
Regent Peak Wealth Advisors
Georgia
$280K +$15.5K +219 +6%
66 67
68
69 70