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Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
1676
Blue Edge Capital
Virginia
$320K – – –
TFF
1677
The Family Firm
Maryland
$320K +$488 +5 +0.2%
AF
1678
Affiance Financial
Minnesota
$319K – – –
SAM
1679
Security Asset Management
New York
$319K – – –
CA
1680
Corrado Advisors
New Jersey
$318K – – –
MPIA
1681
Mountain Pacific Investment Advisers
Idaho
$318K – – –
NWM
1682
Northwest Wealth Management
Iowa
$315K +$295K +3,022 New
CA
1683
Capital Advantage
California
$314K +$39K +400 +15%
UBWV
1684
United Bank (West Virginia)
West Virginia
$314K +$41.5K +426 +16%
LCP
1685
Legacy Capital Partners
Wisconsin
$309K -$172K -1,760 -37%
AW
1686
Alpha Windward
Massachusetts
$309K +$26.5K +272 +10%
SIC
1687
Sigma Investment Counselors
Michigan
$309K +$27.3K +280 +10%
CFA
1688
Capstone Financial Advisors
Illinois
$306K -$101K -1,035 -26%
B
1689
Bridgeworth
Alabama
$306K +$274K +2,806 New
WA
1690
Wealth Architects
California
$305K -$1.36K -14 -0.5%
LWA
1691
Lowe Wealth Advisors
Maryland
$305K +$488 +5 +0.2%
CHAM
1692
Clear Harbor Asset Management
Connecticut
$305K +$58.5K +600 +26%
SFG
1693
StrategIQ Financial Group
Indiana
$304K -$19.5K -200 -6%
MCP
1694
Mirador Capital Partners
California
$304K -$19.4K -199 -6%
BIG
1695
Bellwether Investment Group
Tennessee
$304K +$285K +2,918 New
TW
1696
Transform Wealth
Colorado
$303K -$1.24M -12,766 -81%
C
1697
CFO4Life
Texas
$303K +$52.7K +541 +23%
PK
1698
Pflug Koory
Nebraska
$302K +$283K +2,901 New
JFGLC
1699
Johnson Financial Group LLC (Colorado)
Colorado
$300K +$281K +2,882 New
BWM
1700
BerganKDV Wealth Management
Minnesota
$299K +$280K +2,867 New
66 67
68
69 70