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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2501
Austin Private Wealth
Texas
$596K +$15.3K +83 +3%
FA
2502
Fountainhead AM
New Jersey
$595K +$18.6K +101 +3%
BFWA
2503
Benchmark Financial Wealth Advisors
Florida
$594K +$94.4K +512 +19%
BL
2504
BFSG LLC
California
$592K -$16.6K -90 -3%
BSSFA
2505
Baron Silver Stevens Financial Advisors
Florida
$590K -$3.5K -19 -0.6%
CCG
2506
Capital CS Group
California
$590K -$369 -2 -0.1%
RW
2507
Rede Wealth
Virginia
$590K +$5.9K +32 +1%
EFM
2508
E Fund Management
China
$589K +$588K +3,191 New
UCI
2509
Uncommon Cents Investing
Wisconsin
$587K -$12K -65 -2%
LF
2510
Lantz Financial
Illinois
$587K +$16.6K +90 +3%
KCA
2511
Karn Couzens & Associates
Connecticut
$586K -$27.7K -150 -5%
BOS
2512
Bingham Osborn & Scarborough
California
$586K -$20.5K -111 -3%
CA
2513
CGN Advisors
Kansas
$582K -$80.2K -435 -12%
FC
2514
Fusion Capital
South Carolina
$582K -$11.1K -60 -2%
SFG
2515
Sovereign Financial Group
Connecticut
$579K +$81.9K +444 +16%
MWM
2516
Merriman Wealth Management
Washington
$578K -$82.6K -448 -13%
SPWG
2517
Sage Private Wealth Group
Illinois
$575K -$141K -766 -20%
EA
2518
Eclectic Associates
California
$574K -$20.1K -109 -3%
MPM
2519
Meritage Portfolio Management
Kansas
$572K – – –
EGM
2520
Engineers Gate Manager
New York
$572K +$572K +3,099 New
WFMPM
2521
Woodley Farra Manion Portfolio Management
Indiana
$571K +$230K +1,245 +67%
ARTA
2522
A.R.T. Advisors
New York
$571K +$571K +3,097 New
AFA
2523
Atlanta Financial Associates
Georgia
$570K – – –
ECAM
2524
East Coast Asset Management
Massachusetts
$570K – – –
JMFC
2525
J.M. Forbes & Co
Massachusetts
$569K -$36.9K -200 -6%
99 100
101
102 103