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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2101
Etesian Wealth Advisors
Oregon
$960K +$32.2K +105 +3%
PEA
2102
Park Edge Advisors
Ohio
$959K -$64.1K -209 -6%
HFAS
2103
Hummer Financial Advisory Services
Illinois
$959K – – –
MCM
2104
Morton Capital Management
California
$959K -$30.7K -100 -3%
AF
2105
Aldebaran Financial
$956K -$126K -412 -11%
RZH
2106
Relyea Zuckerberg Hanson
Connecticut
$955K -$32.8K -107 -3%
NAS
2107
NWF Advisory Services
California
$954K +$942K +3,073 New
NA
2108
Navellier & Associates
Nevada
$954K -$15.3K -50 -2%
ISWM
2109
Independent Solutions Wealth Management
New York
$953K -$75.1K -245 -7%
FAG
2110
Fortitude Advisory Group
Washington
$952K +$35.6K +116 +4%
KCM
2111
Kathmere Capital Management
Pennsylvania
$948K -$605K -1,973 -38%
MIM
2112
Merrion Investment Management
New Jersey
$946K -$173K -565 -15%
NCM
2113
Northside Capital Management
Oregon
$945K -$17.5K -57 -2%
FPA
2114
First Pacific Advisors
California
$944K – – –
TPWA
2115
TRUE Private Wealth Advisors
Oregon
$943K +$4.29K +14 +0.4%
FCFC
2116
First Commonwealth Financial Corp
Pennsylvania
$943K -$27.3K -89 -3%
MFG
2117
Menard Financial Group
Texas
$942K +$3.07K +10 +0.3%
JLBC
2118
J.L. Bainbridge & Co
Florida
$941K -$37.7K -123 -4%
PPG
2119
Peak Planning Group
Colorado
$940K +$2.45K +8 +0.3%
FBB
2120
Fulton Breakefield Broenniman
Maryland
$940K -$57.9K -189 -6%
MA
2121
MONECO Advisors
Connecticut
$936K +$326K +1,064 +50%
DCM
2122
Disciplina Capital Management
Tennessee
$935K -$151K -492 -13%
BCM
2123
Boltwood Capital Management
California
$933K +$29.1K +95 +3%
CIA
2124
Caerus Investment Advisors
Texas
$931K +$307K +1,000 +46%
PMA
2125
Prudent Man Advisors
Illinois
$930K -$20.8K -68 -2%
83 84
85
86 87