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Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
2751
First Wilshire Securities Management
California
$269K +$237K +1,650 New
OFW
2752
Omnia Family Wealth
Florida
$269K +$237K +1,651 New
CWM
2753
Circle Wealth Management
New Jersey
$268K -$67K -467 -22%
QCIG
2754
Quad-Cities Investment Group
Iowa
$268K +$236K +1,647 New
LCM
2755
Liberty Capital Management
Michigan
$267K +$235K +1,640 New
RWG
2756
Regal Wealth Group
California
$265K +$229K +1,600 New
CSA
2757
Cottage Street Advisors
Massachusetts
$265K +$233K +1,625 New
SFCL
2758
Strengthening Families & Communities LLC
Massachusetts
$264K +$717 +5 +0.3%
SRG
2759
SBB Research Group
Illinois
$264K +$232K +1,620 New
RTS
2760
Round Table Services
New Jersey
$264K +$233K +1,623 New
BFS
2761
Burrus Financial Services
Utah
$263K +$232K +1,617 New
SL
2762
Salomon & Ludwin
Virginia
$263K +$231K +1,614 New
NPT
2763
Nixon Peabody Trust
Massachusetts
$263K +$232K +1,615 New
BWA
2764
Bordeaux Wealth Advisors
California
$263K +$232K +1,618 New
RWI
2765
Red Wave Investments
Pennsylvania
$263K +$232K +1,618 New
SWM
2766
Selective Wealth Management
Virginia
$262K +$52.6K +367 +30%
WW
2767
Westshore Wealth
California
$261K -$725K -5,053 -76%
JBA
2768
Johnson Bixby & Associates
Washington
$261K +$230K +1,603 New
IAG
2769
Investment Advisory Group
Massachusetts
$261K +$230K +1,606 New
CIA
2770
Capital Impact Advisors
Massachusetts
$260K +$229K +1,595 New
PP
2771
Pegasus Partners
Wisconsin
$260K +$229K +1,596 New
SFP
2772
Shepherd Financial Partners
Massachusetts
$258K +$228K +1,587 New
FB
2773
First Bancorp
Maine
$257K +$226K +1,575 New
NCM
2774
New Capital Management
Texas
$256K +$225K +1,571 New
SWRP
2775
Summit Wealth & Retirement Planning
California
$256K +$226K +1,573 New
109 110
111
112 113