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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
2201
KCS Wealth Advisory
California
$987K +$102K +551 +11%
CGA
2202
Crescent Grove Advisors
Illinois
$986K +$10.7K +58 +1%
HH
2203
HWG Holdings
Texas
$986K +$986K +5,344 New
AWA
2204
Acorn Wealth Advisors
Michigan
$983K -$14.8K -80 -1%
SIC
2205
Sigma Investment Counselors
Michigan
$982K +$39.6K +215 +4%
ACA
2206
Anchor Capital Advisors
Massachusetts
$981K – – –
PAM
2207
Premier Asset Management
Illinois
$979K +$609K +3,300 +165%
PL
2208
Plancorp LLC
Missouri
$976K -$57.5K -312 -6%
CAM
2209
Close Asset Management
United Kingdom
$976K +$73.8K +400 +8%
SAM
2210
Smithbridge Asset Management
Pennsylvania
$973K – – –
TFGT
2211
TS Financial Group (TSFG)
Illinois
$973K +$15.1K +82 +2%
RCA
2212
Reitz Capital Advisors
Michigan
$972K +$31.4K +170 +3%
SAM
2213
Secure Asset Management
Michigan
$970K +$4.06K +22 +0.4%
GG
2214
Golden Green
South Carolina
$970K +$126K +685 +15%
MWA
2215
Meridian Wealth Advisors
Texas
$969K +$58.1K +315 +6%
BWM
2216
BCGM Wealth Management
Indiana
$969K +$100K +543 +11%
GRQ
2217
Gardner Russo & Quinn
Pennsylvania
$960K – – –
PFA
2218
Paradigm Financial Advisors
Missouri
$960K +$58.1K +315 +6%
KAM
2219
Kirkoswald Asset Management
New York
$960K +$959K +5,200 New
SLWS
2220
Swaine & Leidel Wealth Services
Florida
$957K -$2.4M -12,996 -71%
WG
2221
Winton Group
United Kingdom
$957K +$956K +5,186 New
PCH
2222
PGIM Custom Harvest
New Jersey
$955K +$441K +2,390 +88%
FG
2223
Foster Group
Iowa
$954K +$9.22K +50 +1%
RSWM
2224
Robertson Stephens Wealth Management
California
$952K +$591K +3,207 +164%
PRWA
2225
Platte River Wealth Advisors
Colorado
$951K – – –
87 88
89
90 91