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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2151
Catalyst Capital Advisors
New York
$107K – – –
SC
2152
Steph & Co
Wisconsin
$105K -$79.7K -948 -39%
TFM
2153
TFC Financial Management
Massachusetts
$104K +$122K +1,448 New
SAM
2154
Security Asset Management
New York
$103K +$121K +1,437 New
CMBA
2155
C.M. Bidwell & Associates
Hawaii
$102K -$56.4K -671 -32%
PWMG
2156
Prestige Wealth Management Group
New Jersey
$99K +$2.27K +27 +2%
LWS
2157
Lucia Wealth Services
California
$98K – – –
NIC
2158
Northwest Investment Counselors
Oregon
$97K +$113K +1,343 New
CIA
2159
Cascade Investment Advisors
Oregon
$96.9K – – –
HGWM
2160
Harvest Group Wealth Management
Massachusetts
$96K +$421 +5 +0.4%
ME
2161
McIlrath & Eck
Washington
$96K +$9.84K +117 +10%
LF
2162
Lee Financial
Texas
$95K – – –
WAS
2163
Winch Advisory Services
Wisconsin
$94K -$4.71K -56 -4%
LGWM
2164
Litman Gregory Wealth Management
California
$91K +$4.63K +55 +5%
IFA
2165
Interactive Financial Advisors
Illinois
$89K – – –
SIAS
2166
Shine Investment Advisory Services
Colorado
$88K – – –
SIA
2167
SeaBridge Investment Advisors
New Jersey
$87K -$12.6K -150 -11%
TF
2168
TimeScale Financial
Massachusetts
$86K -$11.9K -141 -10%
NIM
2169
NuWave Investment Management
New Jersey
$86K +$17.2K +205 +21%
RWM
2170
Raffa Wealth Management
District of Columbia
$85.5K -$4.12K -49 -4%
AP
2171
Arlington Partners
Alabama
$84K -$2.86K -34 -3%
CFG
2172
CKW Financial Group
Hawaii
$82K +$84.2K +1,001 +599%
AW
2173
Avion Wealth
Texas
$80K +$336 +4 +0.4%
MF
2174
Manchester Financial
California
$79K -$52.8K -628 -37%
CIM
2175
Contravisory Investment Management
Massachusetts
$79K – – –
85 86
87
88 89