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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
1776
True Link Financial Advisors
California
$161K +$153K +2,350 New
ARMC
1777
American Research & Management Company
Massachusetts
$158K -$2.6K -40 -2%
AA
1778
AlphaMark Advisors
Kentucky
$158K +$26K +400 +21%
FMP
1779
Financial Management Professionals
Texas
$157K -$715 -11 -0.5%
TF
1780
Tompkins Financial
New York
$152K +$9.76K +150 +7%
GLLW
1781
Graves Light Lenhart Wealth
Virginia
$149K +$142K +2,176 New
CA
1782
Centerpoint Advisors
Massachusetts
$146K – – –
NWA
1783
Navis Wealth Advisors
New York
$146K +$140K +2,145 New
KC
1784
Knuff & Co
California
$145K +$19.5K +300 +16%
TC
1785
Tacita Capital
Ontario, Canada
$142K +$135K +2,077 New
PAI
1786
Pittenger & Anderson Inc
Nebraska
$140K -$3.33M -51,175 -96%
CCC
1787
Crescent Capital Consulting
Louisiana
$139K +$133K +2,039 New
AFS
1788
Annapolis Financial Services
Maryland
$139K +$133K +2,041 New
NL
1789
NKCFO LLC
Illinois
$137K – – –
FPS
1790
Fieldpoint Private Securities
Connecticut
$135K +$129K +1,977 New
SWA
1791
SOA Wealth Advisors
New York
$134K +$119K +1,827 New
EI
1792
Ellevest Inc
New York
$131K -$6.24K -96 -5%
PB
1793
Pinnacle Bancorp
Nebraska
$131K – – –
MVP
1794
Miller Value Partners
Florida
$130K +$35.4K +544 +40%
GSAM
1795
Grant Street Asset Management
Pennsylvania
$128K +$122K +1,871 New
ME
1796
McIlrath & Eck
Washington
$125K +$55.4K +851 +86%
CAM
1797
CenterStar Asset Management
Illinois
$123K – – –
BCP
1798
Blue Chip Partners
Michigan
$122K -$47.7K -734 -29%
CI
1799
CX Institutional
Indiana
$122K +$39K +599 +51%
MF
1800
Manchester Financial
California
$120K – – –
70 71
72
73 74