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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1676
The Family Firm
Maryland
$320K +$488 +5 +0.2%
AF
1677
Affiance Financial
Minnesota
$319K – – –
SAM
1678
Security Asset Management
New York
$319K – – –
CA
1679
Corrado Advisors
New Jersey
$318K – – –
MPIA
1680
Mountain Pacific Investment Advisers
Idaho
$318K – – –
NWM
1681
Northwest Wealth Management
Iowa
$315K +$295K +3,022 New
CA
1682
Capital Advantage
California
$314K +$39K +400 +15%
UBWV
1683
United Bank (West Virginia)
West Virginia
$314K +$41.5K +426 +16%
LCP
1684
Legacy Capital Partners
Wisconsin
$309K -$172K -1,760 -37%
AW
1685
Alpha Windward
Massachusetts
$309K +$26.5K +272 +10%
SIC
1686
Sigma Investment Counselors
Michigan
$309K +$27.3K +280 +10%
CFA
1687
Capstone Financial Advisors
Illinois
$306K -$101K -1,035 -26%
B
1688
Bridgeworth
Alabama
$306K +$274K +2,806 New
WA
1689
Wealth Architects
California
$305K -$1.36K -14 -0.5%
LWA
1690
Lowe Wealth Advisors
Maryland
$305K +$488 +5 +0.2%
CHAM
1691
Clear Harbor Asset Management
Connecticut
$305K +$58.5K +600 +26%
SFG
1692
StrategIQ Financial Group
Indiana
$304K -$19.5K -200 -6%
MCP
1693
Mirador Capital Partners
California
$304K -$19.4K -199 -6%
BIG
1694
Bellwether Investment Group
Tennessee
$304K +$285K +2,918 New
TW
1695
Transform Wealth
Colorado
$303K -$1.24M -12,766 -81%
C
1696
CFO4Life
Texas
$303K +$52.7K +541 +23%
PK
1697
Pflug Koory
Nebraska
$302K +$283K +2,901 New
JFGLC
1698
Johnson Financial Group LLC (Colorado)
Colorado
$300K +$281K +2,882 New
BWM
1699
BerganKDV Wealth Management
Minnesota
$299K +$280K +2,867 New
FFC
1700
First Financial Corp
Indiana
$298K -$82.9K -850 -23%
66 67
68
69 70