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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2201
Quantum Financial Advisors
California
$568K -$24.7K -79 -5%
WAL
2202
W Advisors LLC
Tennessee
$567K -$6.58K -21 -1%
PWA
2203
Physician Wealth Advisors
Utah
$567K +$11.6K +37 +3%
FOFP
2204
Fee-Only Financial Planning
South Carolina
$565K -$15.7K -50 -3%
WAG
2205
Wallace Advisory Group
California
$565K +$95.8K +306 +25%
CRIG
2206
Charter Research & Investment Group
Connecticut
$564K – – –
AAB
2207
ABN AMRO Bank
Netherlands
$563K -$59.8K -191 -11%
AAA
2208
Andrews Advisory Associates
Hawaii
$563K -$1.25K -4 -0.3%
FF
2209
Francis Financial
$562K +$24.1K +77 +5%
CWM
2210
Cabot Wealth Management
Massachusetts
$561K -$8.45K -27 -2%
JDLA
2211
J. Derek Lewis & Associates
California
$560K +$27.6K +88 +6%
WIM
2212
Westside Investment Management
California
$560K -$9.39K -30 -2%
BWFA
2213
Baltimore-Washington Financial Advisors
Maryland
$559K +$10.3K +33 +2%
EBA
2214
Eagle Bay Advisors
New York
$558K +$31.6K +101 +7%
HFF
2215
Halter Ferguson Financial
Indiana
$558K – – –
SPWM
2216
Spartan Planning & Wealth Management
North Carolina
$557K +$53.5K +171 +13%
CWMA
2217
Capstone Wealth Management (Alabama)
Alabama
$556K +$466K +1,489 New
RA
2218
Riverstone Advisors
Texas
$556K +$124K +397 +36%
DSAM
2219
Dock Street Asset Management
Florida
$555K – – –
SFC
2220
Swisher Financial Concepts
Ohio
$554K -$429K -1,369 -48%
EB
2221
Emprise Bank
Kansas
$554K – – –
PMSA
2222
Patrick M. Sweeney & Associates
Illinois
$554K +$10K +32 +2%
MSA
2223
Marino Stram & Associates
Massachusetts
$553K -$18.8K -60 -4%
PFS
2224
Physicians Financial Services
North Carolina
$552K – – –
WG
2225
Wealth Group
North Carolina
$552K +$462K +1,476 New
87 88
89
90 91