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Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1926
Kiley Juergens Wealth Management
Washington
$245K +$12.3K +66 +6%
AC
1927
Allstate Corporation
Illinois
$245K +$234K +1,255 New
AC
1928
AFAM Capital
Texas
$244K -$46.7K -250 -17%
DIS
1929
Diversified Investment Strategies
Louisiana
$244K – – –
IFAM
1930
Institutional & Family Asset Management
Colorado
$244K +$121K +647 +107%
HEIP
1931
Hudson Edge Investment Partners
New Jersey
$244K +$234K +1,251 New
CNB
1932
Camden National Bank
Maine
$243K -$1.87K -10 -0.8%
JSA
1933
Jacobson & Schmitt Advisors
Wisconsin
$242K -$25.2K -135 -10%
WA
1934
Wealth Architects
California
$242K +$11.8K +63 +5%
EIA
1935
Edgemoor Investment Advisors
Maryland
$241K – – –
CFIA
1936
Cantor Fitzgerald Investment Advisors
New York
$240K -$46.7K -250 -17%
AWMG
1937
Alliance Wealth Management Group
New Jersey
$237K -$110K -589 -33%
PEA
1938
Pacific Edge Advisors
California
$237K +$227K +1,217 New
WIM
1939
Westside Investment Management
California
$237K +$7.1K +38 +3%
AMG
1940
Asset Management Group
Connecticut
$236K -$12.7K -68 -5%
CCM
1941
Catawba Capital Management
Virginia
$236K – – –
RTS
1942
Round Table Services
New Jersey
$235K -$26.3K -141 -10%
SA
1943
Sicart Associates
New York
$234K – – –
WPC
1944
White Pine Capital
Minnesota
$234K – – –
WA
1945
WealthTrust-Arizona
Arizona
$233K +$1.49K +8 +0.7%
GC
1946
Garde Capital
Washington
$231K +$6.91K +37 +3%
GSBTD
1947
Glenview State Bank Trust Department
Illinois
$230K – – –
AWM
1948
AllSquare Wealth Management
New York
$230K +$17.9K +96 +9%
CAM
1949
Covenant Asset Management
New Jersey
$229K +$219K +1,173 New
MSA
1950
Marino Stram & Associates
Massachusetts
$228K -$5.79K -31 -3%
76 77
78
79 80