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Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
2851
Lesa Sroufe & Co
Washington
$367K -$1.06K -7 -0.3%
MF
2852
Meridian Financial
Massachusetts
$367K +$37.8K +250 +11%
OCM
2853
Objective Capital Management
Ohio
$366K +$11.3K +75 +3%
FPWM
2854
FSB Premier Wealth Management
Iowa
$366K +$62.8K +415 +20%
UWS
2855
Unique Wealth Strategies
Illinois
$366K +$371K +2,452 New
KBG
2856
Kahn Brothers Group
New York
$365K -$121K -800 -25%
ABLA
2857
Alan B. Lancz & Associates
Ohio
$364K – – –
WCFA
2858
Walkner Condon Financial Advisors
Wisconsin
$362K +$69.6K +460 +23%
MHWM
2859
Montz Harcus Wealth Management
Louisiana
$362K +$19.8K +131 +6%
SWRP
2860
Summit Wealth & Retirement Planning
California
$362K +$108K +716 +42%
CWR
2861
Chico Wealth RIA
California
$362K – – –
PFS
2862
Prospect Financial Services
New York
$360K +$365K +2,416 New
MAM
2863
MMA Asset Management
Pennsylvania
$359K +$302 +2 +0.1%
GFWA
2864
Grey Fox Wealth Advisors
Delaware
$359K -$2.42K -16 -0.7%
SSA
2865
Sierra Summit Advisors
Nevada
$358K +$363K +2,403 New
NAG
2866
Northstar Advisory Group
New Jersey
$357K +$11.8K +78 +3%
PFWA
2867
Paces Ferry Wealth Advisors
Georgia
$357K +$27.1K +179 +8%
MM
2868
MQS Management
New York
$356K -$433K -2,861 -54%
PTC
2869
Petrus Trust Company
Texas
$356K +$145K +960 +67%
VCM
2870
Vivaldi Capital Management
Illinois
$355K +$356K +2,355 New
AWAP
2871
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$355K +$5.6K +37 +2%
THWM
2872
Taylor Hoffman Wealth Management
Virginia
$354K – – –
WMG
2873
WESCAP Management Group
California
$354K -$236K -1,563 -40%
PWAC
2874
Private Wealth Advisors (California)
California
$354K -$6.66K -44 -2%
SFG
2875
Sather Financial Group
Texas
$353K – – –
113 114
115
116 117