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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2476
TriaGen Wealth Management
California
$526K +$2.36K +8 +0.4%
BI
2477
Berkeley Inc
Idaho
$523K -$11.2K -38 -2%
IIC
2478
Integrated Investment Consultants
Michigan
$522K -$167K -564 -23%
LA
2479
Latitude Advisors
Florida
$521K -$1.15M -3,889 -67%
MCM
2480
Magnolia Capital Management
New York
$521K – – –
SFS
2481
Security Financial Services
Indiana
$521K – – –
HDIM
2482
Hanson & Doremus Investment Management
Vermont
$520K +$5.61K +19 +1%
PWM
2483
Purus Wealth Management
California
$519K +$8.86K +30 +2%
ACP
2484
Aveo Capital Partners
Colorado
$516K +$21.8K +74 +4%
WAM
2485
Werlinich Asset Management
Connecticut
$516K +$555K +1,881 New
ACA
2486
Affinity Capital Advisors
California
$515K -$8.27K -28 -1%
FC
2487
Financial Consulate
Maryland
$515K -$2.66K -9 -0.5%
QFA
2488
Quantum Financial Advisors
California
$515K +$488K +1,654 New
GWM
2489
Greenwich Wealth Management
Connecticut
$514K -$157K -533 -22%
PWS
2490
Paragon Wealth Strategies
Florida
$514K -$33.7K -114 -6%
ASBI
2491
American State Bank (Iowa)
Iowa
$512K +$41.9K +142 +8%
CP
2492
Coho Partners
Pennsylvania
$511K – – –
RWRC
2493
R.W. Roge & Company
New York
$511K – – –
SRC
2494
Sage Rhino Capital
California
$511K – – –
NWM
2495
Northwest Wealth Management
Iowa
$510K +$122K +413 +29%
BWM
2496
Blossom Wealth Management
California
$509K +$50.2K +170 +10%
PWM
2497
PRW Wealth Management
Massachusetts
$507K -$1.48K -5 -0.3%
BWM
2498
BCS Wealth Management
Tennessee
$507K +$236K +801 +77%
GCM
2499
Graham Capital Management
Connecticut
$506K -$1.54M -5,221 -74%
KWA
2500
KCS Wealth Advisory
California
$506K – – –
98 99
100
101 102