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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
2426
Twin Lakes Capital Management
California
$473K – – –
AAMC
2427
Asset Allocation & Management Company
Illinois
$472K – – –
CWM
2428
Chemistry Wealth Management
New York
$468K -$325K -2,269 -44%
BIA
2429
Benchmark Investment Advisors
Illinois
$467K +$411K +2,865 New
PMG
2430
Private Management Group
California
$464K -$4.59K -32 -1%
CWM
2431
Campbell Wealth Management
Virginia
$464K +$14.1K +98 +4%
BA
2432
Ballew Advisors
Mississippi
$464K +$118K +824 +44%
GF
2433
Gries Financial
Ohio
$463K +$1.43K +10 +0.4%
PO
2434
Private Ocean
California
$461K -$143 -1 -0%
VCP
2435
Vista Capital Partners
Oregon
$461K +$406K +2,831 New
SWA
2436
Sax Wealth Advisors
New Jersey
$460K +$88.9K +620 +28%
HC
2437
Henshaw Capital
Massachusetts
$459K +$87.3K +609 +28%
GEA
2438
Glen Eagle Advisors
New Jersey
$457K -$28.7K -200 -7%
AA
2439
Auxano Advisors
Washington
$457K +$58.9K +411 +17%
FC
2440
Ferris Capital
Massachusetts
$456K +$17.9K +125 +5%
BWG
2441
Beta Wealth Group
California
$455K +$445K +3,100 New
WOSD
2442
WFA of San Diego
California
$454K -$45.3K -316 -10%
CF
2443
Clarity Financial
Texas
$454K +$8.75K +61 +2%
BB
2444
Bell Bank
North Dakota
$454K +$43K +300 +12%
JF
2445
JSF Financial
California
$453K -$13.1K -91 -3%
IWA
2446
Intercontinental Wealth Advisors
Texas
$452K -$493K -3,439 -55%
CWC
2447
Carolinas Wealth Consulting
North Carolina
$452K -$43.3K -302 -10%
SAMT
2448
Select Asset Management & Trust
Pennsylvania
$451K -$424K -2,959 -52%
TFCP
2449
Twin Focus Capital Partners
Massachusetts
$450K -$42.6K -297 -10%
PFC
2450
Phocas Financial Corp
California
$450K -$40.6K -283 -9%
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