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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
2076
GYL Financial Synergies
Connecticut
$636K +$37.4K +299 +6%
GC
2077
Grace Capital
Massachusetts
$636K +$80.6K +645 +14%
AIA
2078
Angeles Investment Advisors
California
$635K – – –
1W
2079
1776 Wealth
Georgia
$633K -$5.38K -43 -0.8%
CFA
2080
CWS Financial Advisors
Michigan
$633K – – –
FPFS
2081
First Personal Financial Services
North Carolina
$632K -$11.9K -95 -2%
PRWA
2082
Platte River Wealth Advisors
Colorado
$630K -$46.9K -375 -7%
MTCM
2083
Mint Tower Capital Management
Netherlands
$628K +$304K +2,433 +93%
RIS
2084
Retirement Income Solutions
Michigan
$626K – – –
AFC
2085
AFT Forsyth & Company
Florida
$624K -$212K -1,700 -25%
KCP
2086
KDI Capital Partners
North Carolina
$624K – – –
GWCM
2087
Godshalk Welsh Capital Management
Pennsylvania
$624K +$628K +5,027 New
PJB
2088
Paul John Balson
California
$623K -$502K -4,018 -44%
BWM
2089
Baystate Wealth Management
Massachusetts
$623K -$40.6K -325 -6%
FFG
2090
Fortem Financial Group
California
$621K -$1.19M -9,502 -66%
MFG
2091
Menard Financial Group
Texas
$621K +$93.2K +746 +18%
BG
2092
Berry Group
Massachusetts
$620K – – –
MCM
2093
Maple Capital Management
Vermont
$614K -$93.9K -751 -14%
AA
2094
Aufman Associates
Pennsylvania
$614K -$71.9K -575 -10%
NJBEST
2095
New Jersey Better Educational Savings Trust
New Jersey
$614K – – –
KWA
2096
KCS Wealth Advisory
California
$611K +$188K +1,504 +44%
PCFFS
2097
Pacific Center for Financial Services
California
$610K +$21K +168 +4%
FP
2098
Financial Perspectives
Minnesota
$609K +$125 +1 +0%
MWA
2099
Meridian Wealth Advisors
Texas
$608K -$12.6K -101 -2%
NWM
2100
Northwest Wealth Management
Iowa
$606K +$2.63K +21 +0.4%
82 83
84
85 86