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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2451
Capstone Financial Advisors
Illinois
$204K +$199K +1,689 New
FAM
2452
Fenimore Asset Management
New York
$203K +$198K +1,683 New
JIP
2453
JBJ Investment Partners
South Carolina
$201K -$15K -127 -7%
WA
2454
Wealth Architects
California
$201K -$4.24K -36 -2%
IRC
2455
Investors Research Corp
Georgia
$201K – – –
WA
2456
Wambolt & Associates
Colorado
$201K +$197K +1,671 New
AA
2457
Advisory Alpha
Michigan
$201K -$21.6K -183 -10%
TFGT
2458
TS Financial Group (TSFG)
Illinois
$195K -$35.3K -300 -16%
LFASL
2459
Lugano Financial Advisors SA (LFA)
Switzerland
$192K +$187K +1,590 New
LFG
2460
Larson Financial Group
Missouri
$190K -$25.6K -217 -12%
1W
2461
1776 Wealth
Georgia
$189K +$185K +1,573 New
CCA
2462
Catalyst Capital Advisors
New York
$180K – – –
BCM
2463
Brooktree Capital Management
Michigan
$178K +$174K +1,477 New
NCM
2464
New Capital Management
Texas
$175K – – –
FPFS
2465
First Personal Financial Services
North Carolina
$174K -$69.1K -587 -29%
FWM
2466
FSA Wealth Management
Massachusetts
$168K +$164K +1,391 New
SIA
2467
SeaBridge Investment Advisors
New Jersey
$164K – – –
PWMG
2468
Prestige Wealth Management Group
New Jersey
$163K -$5.54K -47 -3%
CIA
2469
Cascade Investment Advisors
Oregon
$162K -$259K -2,200 -62%
LGWM
2470
Litman Gregory Wealth Management
California
$161K -$5.07K -43 -3%
HGWM
2471
Harvest Group Wealth Management
Massachusetts
$161K +$236 +2 +0.1%
PGAM
2472
Princeton Global Asset Management
New Jersey
$160K +$157K +1,330 New
TFO
2473
Tarbox Family Office
California
$159K -$3.42K -29 -2%
BWA
2474
Burt Wealth Advisors
Maryland
$159K +$11.8K +100 +8%
HR
2475
Howe & Rusling
New York
$159K +$15.1K +128 +11%
97 98
99
100 101