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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3101
Brown Financial Advisors
Ohio
$479K +$34.7K +89 +7%
CIS
3102
Connors Investor Services
Pennsylvania
$479K -$42.5K -109 -8%
SIC
3103
SJS Investment Consulting
Ohio
$478K -$70.9K -182 -12%
PCMC
3104
Paragon Capital Management (Colorado)
Colorado
$478K +$779 +2 +0.2%
WJA
3105
Willis Johnson & Associates
Texas
$477K -$51.1K -131 -9%
PIA
3106
Prakash Investment Advisors
Massachusetts
$476K – – –
WPW
3107
Watershed Private Wealth
Illinois
$476K – – –
PHAM
3108
Palisades Hudson Asset Management
Florida
$476K -$154K -394 -23%
SLA
3109
Silver Lake Advisory
Utah
$476K +$1.56K +4 +0.3%
VST
3110
Van Strum & Towne
California
$475K -$15.2K -39 -3%
TA
3111
TPG Advisors
Illinois
$475K +$390 +1 +0.1%
RCI
3112
RS Crum Inc
California
$474K +$28.4K +73 +6%
AR
3113
Apeiron RIA
Texas
$474K -$16.4K -42 -3%
SCA
3114
Southern Capital Advisors
Tennessee
$473K +$1.95K +5 +0.4%
PGWM
3115
Pitti Group Wealth Management
New York
$473K -$4.29K -11 -0.8%
FFA
3116
Fi3 Financial Advisors
Indiana
$473K -$75.2K -193 -13%
GL
3117
GHE LLC
Tennessee
$473K – – –
SL
3118
Summitry LLC
California
$472K +$22.6K +58 +5%
ERIC
3119
Eagle Rock Investment Company
Georgia
$472K +$43.3K +111 +9%
MCP
3120
Mirador Capital Partners
California
$471K +$41.3K +106 +9%
AFS
3121
Access Financial Services
Minnesota
$471K – – –
WIM
3122
Westside Investment Management
California
$470K -$7.79K -20 -2%
2L
3123
25 LLC
Missouri
$470K +$39.8K +102 +9%
CWM
3124
Centricity Wealth Management
Ohio
$470K +$390 +1 +0.1%
WCM
3125
WealthBridge Capital Management
Ohio
$469K -$36.2K -93 -7%
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