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Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
2201
Better Money Decisions
New Mexico
$311K – – –
BONST
2202
Bank of Nova Scotia Trust
Ontario, Canada
$310K +$100 +1 +0%
AM
2203
Atwater Malick
Pennsylvania
$309K – – –
PFC
2204
Phocas Financial Corp
California
$309K – – –
BFS
2205
Bickling Financial Services
Massachusetts
$309K +$3.49K +35 +1%
RCM
2206
Requisite Capital Management
Texas
$308K +$303K +3,037 New
SIMM
2207
Stillwater Investment Management (Minnesota)
Minnesota
$306K +$4.09K +41 +1%
IDBONY
2208
Israel Discount Bank of New York
New York
$306K +$301K +3,013 New
FC
2209
Ferris Capital
Massachusetts
$305K -$655K -6,567 -71%
WIC
2210
Wilkins Investment Counsel
Massachusetts
$305K – – –
PWAC
2211
Private Wealth Advisors (California)
California
$305K +$3.29K +33 +1%
WA
2212
Wealth Architects
California
$305K +$9.28K +93 +3%
RIM
2213
Reliant Investment Management
Tennessee
$304K +$299K +2,994 New
AWS
2214
AJ Wealth Strategies
New York
$304K +$299K +3,000 New
VDBMI
2215
Van Den Berg Management I
Texas
$303K -$28.9K -290 -9%
SCM
2216
Southport Capital Management
Tennessee
$302K -$421K -4,221 -59%
LWM
2217
Loveless Wealth Management
Montana
$301K -$3.99K -40 -1%
CFG
2218
Compton Financial Group
Maryland
$300K -$49.9K -500 -14%
MGIA
2219
Matthew Goff Investment Advisor
Texas
$300K – – –
JF
2220
Jump Financial
Illinois
$298K -$1.05M -10,524 -78%
PWA
2221
Physician Wealth Advisors
Utah
$298K +$4.69K +47 +2%
CFA
2222
Capstone Financial Advisors
Illinois
$297K +$100 +1 +0%
AP
2223
Adero Partners
California
$297K +$2.49K +25 +0.9%
FPGK
2224
Financial Partners Group (Kansas)
Kansas
$297K +$75.2K +754 +35%
BOS
2225
Bingham Osborn & Scarborough
California
$296K -$42.1K -422 -13%
87 88
89
90 91