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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1926
Miracle Mile Advisors
California
$230K -$6.77K -56 -3%
PFM
1927
Peak Financial Management
Massachusetts
$230K +$6.04K +50 +3%
IWA
1928
Intercontinental Wealth Advisors
Texas
$229K -$195K -1,611 -45%
LYV
1929
Live Your Vision
Pennsylvania
$229K -$5.08K -42 -2%
FBT
1930
First Bank & Trust
South Dakota
$224K -$23.9K -198 -9%
CFA
1931
Cahill Financial Advisors
Minnesota
$224K +$233K +1,927 New
SAC
1932
Smith Affiliated Capital
New York
$224K – – –
MGAM
1933
McGowan Group Asset Management
Texas
$221K -$17.2K -142 -7%
LC
1934
Lincoln Capital
Nebraska
$221K -$15.4K -127 -6%
LG
1935
LaFleur & Godfrey
Michigan
$220K – – –
SICM
1936
Sustainable Insight Capital Management
New York
$220K – – –
CCA
1937
Clearwater Capital Advisors
Illinois
$218K +$38.7K +320 +20%
BCM
1938
Bluefin Capital Management
New York
$218K +$227K +1,878 New
RWMH
1939
Riverpoint Wealth Management Holdings
Illinois
$216K -$12.6K -104 -5%
FUBT
1940
First United Bank & Trust
Maryland
$214K -$1.27M -10,542 -85%
KIA
1941
Kopp Investment Advisors
Minnesota
$214K +$5.08K +42 +2%
GP
1942
Geneva Partners
Wisconsin
$214K +$223K +1,847 New
TFO
1943
Tarbox Family Office
California
$213K +$3.75K +31 +2%
FBFS
1944
First Business Financial Services
Wisconsin
$212K -$52.1K -431 -19%
BA
1945
BKS Advisors
Michigan
$211K -$2.53M -20,898 -92%
JFA
1946
Johanson Financial Advisors
California
$211K -$103K -852 -32%
KM
1947
Kalos Management
Georgia
$211K +$221K +1,829 New
SCP
1948
Seizert Capital Partners
Michigan
$209K -$301K -2,492 -58%
FMT
1949
First Mercantile Trust
Tennessee
$208K +$217K +1,794 New
KCPG
1950
Kavar Capital Partners Group
Kansas
$205K -$1.74M -14,364 -89%
76 77
78
79 80