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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1576
REDW Wealth
New Mexico
$150K -$1.6K -24 -1%
SFA
1577
Souders Financial Advisors
Ohio
$150K +$801 +12 +0.5%
AA
1578
Advisory Alpha
Michigan
$150K +$149K +2,229 New
AA
1579
AlphaCentric Advisors
Puerto Rico
$150K +$149K +2,238 New
HWM
1580
Hohimer Wealth Management
Washington
$150K +$150K +2,242 New
RFM
1581
Royal Fund Management
Florida
$149K -$13.5K -202 -8%
PG
1582
Patten Group
Tennessee
$149K -$9.41K -141 -6%
PA
1583
PSI Advisors
Florida
$149K -$8.81K -132 -6%
SLT
1584
St Louis Trust
Missouri
$149K – – –
WCWM
1585
Willow Creek Wealth Management
California
$149K +$3.14K +47 +2%
PWM
1586
PRW Wealth Management
Massachusetts
$149K +$148K +2,220 New
IC
1587
Inverness Counsel
New York
$148K -$7.01K -105 -5%
APW
1588
Aurora Private Wealth
New Jersey
$148K +$1.8K +27 +1%
CFA
1589
Cahill Financial Advisors
Minnesota
$148K +$147K +2,202 New
TW
1590
Towerpoint Wealth
California
$148K +$147K +2,209 New
TA
1591
TFG Advisers
Michigan
$147K -$64.9K -972 -31%
MCM
1592
Marathon Capital Management
Maryland
$147K – – –
WFAG
1593
Wescott Financial Advisory Group
Pennsylvania
$147K – – –
PB
1594
Pinnacle Bancorp
Nebraska
$146K -$2.67K -40 -2%
EWA
1595
Exencial Wealth Advisors
Oklahoma
$146K +$145K +2,179 New
PCM
1596
Pennsylvania Capital Management
Pennsylvania
$145K -$133 -2 -0.1%
IFS
1597
Ifrah Financial Services
Arkansas
$145K – – –
TFF
1598
The Family Firm
Maryland
$145K – – –
HIM
1599
Hotaling Investment Management
Pennsylvania
$145K +$2.47K +37 +2%
SCM
1600
SKBA Capital Management
California
$144K – – –
62 63
64
65 66