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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1301
L2 Asset Management
Massachusetts
$125K -$618K -44,135 -80%
BW
1302
Bison Wealth
Georgia
$125K +$8.44K +603 +6%
IWA
1303
Intercontinental Wealth Advisors
Texas
$125K +$10.1K +722 +7%
CAI
1304
Capital Advisors Inc
Oklahoma
$124K -$36.6K -2,617 -20%
KCPG
1305
Kavar Capital Partners Group
Kansas
$124K – – –
LF
1306
Lantz Financial
Illinois
$124K – – –
HIF
1307
Hill Island Financial
Michigan
$124K +$28 +2 +0%
4WM
1308
44 Wealth Management
Oregon
$124K +$700 +50 +0.5%
BCA
1309
Bay Colony Advisors
Massachusetts
$124K +$3.81K +272 +3%
SWMP
1310
Signature Wealth Management Partners
New Jersey
$124K +$155K +11,045 New
MIM
1311
Moseley Investment Management
Florida
$123K -$3.22K -230 -2%
DDPIC
1312
Deroy & Devereaux Private Investment Counsel
Michigan
$123K – – –
CWS
1313
Confluence Wealth Services
Pennsylvania
$122K -$104K -7,446 -41%
WA
1314
Waverly Advisors
Alabama
$122K -$32.9K -2,351 -18%
SWM
1315
Segment Wealth Management
Texas
$122K – – –
RWG
1316
Regal Wealth Group
California
$122K +$364 +26 +0.3%
D
1317
Diversified
Delaware
$122K +$152K +10,861 New
BWM
1318
BerganKDV Wealth Management
Minnesota
$121K -$8.82K -630 -6%
SSB
1319
Sandy Spring Bank
Maryland
$121K +$12.4K +888 +9%
AA
1320
Alta Advisers
United Kingdom
$121K +$151K +10,800 New
DCM
1321
Donaldson Capital Management
Indiana
$120K -$11.1K -795 -7%
CHAM
1322
Clear Harbor Asset Management
Connecticut
$119K – – –
CWA
1323
Centennial Wealth Advisory
Michigan
$119K +$196 +14 +0.1%
PCS
1324
Personal CFO Solutions
New Jersey
$119K +$4.48K +320 +3%
RWB
1325
RMR Wealth Builders
New Jersey
$119K +$148K +10,596 New
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