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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
3101
Annapolis Financial Services
Maryland
$204K +$97.1K +280 +70%
KFA
3102
Kelleher Financial Advisors
New York
$203K +$7.63K +22 +3%
WLPWM
3103
Walled Lake Planning & Wealth Management
Illinois
$200K +$51K +147 +28%
JSAM
3104
J. Safra Asset Management
New York
$196K – – –
PVH
3105
Psagot Value Holdings
Israel
$189K – – –
CAM
3106
Costello Asset Management
Pennsylvania
$187K -$236K -680 -52%
RAM
3107
Riggs Asset Management
Pennsylvania
$184K -$10.4K -30 -5%
CWM
3108
CarsonAllaria Wealth Management
Illinois
$184K +$347 +1 +0.2%
CIR
3109
Clear Investment Research
Georgia
$183K – – –
OLVIG
3110
Oliver Lagore Vanvalin Investment Group
Michigan
$182K +$213K +615 New
APP
3111
Alpha Paradigm Partners
Illinois
$180K +$209K +602 New
WPWM
3112
Western Pacific Wealth Management
Illinois
$179K +$9.37K +27 +5%
NC
3113
NewSquare Capital
Pennsylvania
$178K +$58.3K +168 +40%
BRA
3114
Biechele Royce Advisors
Indiana
$177K – – –
PCFFS
3115
Pacific Center for Financial Services
California
$168K +$694 +2 +0.4%
KFS
3116
Kelly Financial Services
Massachusetts
$166K – – –
ARMC
3117
American Research & Management Company
Massachusetts
$163K – – –
PWP
3118
Pursue Wealth Partners
California
$162K +$2.08K +6 +1%
CWM
3119
Cedar Wealth Management
California
$161K – – –
ACM
3120
Antonetti Capital Management
Florida
$160K -$134K -385 -42%
JEST
3121
JTC Employer Solutions Trustee
Jersey
$159K – – –
MIM
3122
Meridiem Investment Management
United Kingdom
$159K – – –
RWM
3123
Raffa Wealth Management
District of Columbia
$158K -$3.82K -11 -2%
PFA
3124
Professional Financial Advisors
Nebraska
$156K – – –
CA
3125
Crewe Advisors
Utah
$154K +$61.4K +177 +52%
123 124
125
126 127