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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
4001
Luken Investment Analytics
Tennessee
$115K +$10.3K +28 +9%
HC
4002
Hoese & Co
Minnesota
$113K -$36.6K -100 -23%
EPG
4003
Estate Planners Group
Pennsylvania
$112K +$119K +326 New
RA
4004
Rational Advisors
New York
$111K -$578K -1,579 -83%
FA
4005
Financial Avengers
California
$111K +$733 +2 +0.6%
MW
4006
Merited Wealth
Florida
$110K +$117K +320 New
SHF
4007
Safe Harbor Fiduciary
Florida
$110K +$117K +320 New
APW
4008
Atlantic Private Wealth
North Carolina
$108K – – –
BC
4009
Barrett & Company
Rhode Island
$108K +$366 +1 +0.3%
AFC
4010
Ares Financial Consulting
California
$105K +$111K +304 New
ACA
4011
Atlas Capital Advisors
Wyoming
$104K +$111K +302 New
CCP
4012
Caden Capital Partners
California
$103K +$109K +298 New
SFO
4013
Standard Family Office
South Dakota
$102K – – –
BDPWM
4014
Barnes Dennig Private Wealth Management
Ohio
$102K -$18.3K -50 -14%
CMP
4015
Coston McIsaac & Partners
Maine
$99K -$28.2K -77 -21%
SFFS
4016
Stonehage Fleming Financial Services
Jersey
$98.4K – – –
GWM
4017
Greenline Wealth Management
Florida
$98.1K +$104K +285 New
RCM
4018
Richardson Capital Management
Wisconsin
$98.1K – – –
PIS
4019
POM Investment Strategies
North Carolina
$91.3K -$22.3K -61 -19%
AP
4020
Aspect Partners
Virginia
$89.1K -$7.69K -21 -8%
EA
4021
Evolution Advisers
Virginia
$89K -$65.9K -180 -41%
GWSA
4022
Global Wealth Strategies & Associates
Colorado
$88.8K -$5.49K -15 -5%
EPAM
4023
Evelyn Partners Asset Management
$88.4K +$11K +30 +13%
UFF
4024
USA Financial Formulas
Michigan
$88.1K +$17.9K +49 +24%
BIM
4025
Breakwater Investment Management
Washington
$86K -$733 -2 -0.8%
159 160
161
162 163