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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2401
Financial Management Professionals
Texas
$237K -$10.6K -90 -4%
IWA
2402
Inspirion Wealth Advisors
Illinois
$237K – – –
TC
2403
Tatro Capital
Kentucky
$237K +$232K +1,969 New
FIM
2404
Fernwood Investment Management
Massachusetts
$236K -$47.1K -400 -17%
PFA
2405
Pure Financial Advisors
California
$236K +$27.3K +232 +13%
DGI
2406
Disciplined Growth Investors
Minnesota
$235K – – –
MWM
2407
Maltin Wealth Management
New Jersey
$235K +$230K +1,949 New
FWCM
2408
First Western Capital Management
California
$233K – – –
AFG
2409
Affinia Financial Group
Massachusetts
$233K +$228K +1,933 New
CBOR
2410
Community Bank of Raymore
Missouri
$231K -$135K -1,145 -37%
AWM
2411
AllSquare Wealth Management
New York
$229K -$23.6K -200 -10%
BWM
2412
BT Wealth Management
Georgia
$228K – – –
WW
2413
Westshore Wealth
California
$228K +$223K +1,893 New
ACM
2414
Ayrshire Capital Management
Connecticut
$227K +$222K +1,882 New
CF
2415
Corrigan Financial
Rhode Island
$227K -$5.42K -46 -2%
AIA
2416
AIMZ Investment Advisors
California
$225K -$23.6K -200 -10%
BSAM
2417
Blue Square Asset Management
New York
$224K +$219K +1,858 New
MGIA
2418
Matthew Goff Investment Advisor
Texas
$223K -$5.42K -46 -2%
GCMG
2419
Gyroscope Capital Management Group
Florida
$223K -$4.24K -36 -2%
B
2420
Bellecapital
Switzerland
$223K +$218K +1,850 New
FWM
2421
Focused Wealth Management
New York
$222K +$103K +873 +90%
ECM
2422
Ensemble Capital Management
California
$220K +$215K +1,826 New
PA
2423
Planning Alternatives
Michigan
$219K -$3.77K -32 -2%
RCP
2424
Rothschild Capital Partners
New York
$219K – – –
KWA
2425
KCS Wealth Advisory
California
$218K +$118 +1 +0.1%
95 96
97
98 99