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Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2151
Financial Advisors Network
California
$220K +$199 +1 +0.1%
WCF
2152
West Coast Financial
California
$219K -$60.2K -302 -22%
WAM
2153
Weiss Asset Management
Massachusetts
$219K -$5.98K -30 -3%
VFP
2154
Verus Financial Partners
Virginia
$218K -$2.39K -12 -1%
MC
2155
Mathes Company
New York
$218K – – –
EWM
2156
Edge Wealth Management
New York
$218K +$2K +10 +1%
VCM
2157
Vision Capital Management
Oregon
$217K +$208K +1,042 New
SAM
2158
SignalPoint Asset Management
Missouri
$216K -$1.6K -8 -0.8%
JWM
2159
JFG Wealth Management
Colorado
$216K +$199K +1,000 New
WA1
2160
Wimmer Associates 1
California
$215K +$206K +1,035 New
OA
2161
Oxbow Advisors
Texas
$214K +$205K +1,030 New
SL
2162
Summitry LLC
California
$213K -$99.7K -500 -33%
PFA
2163
Paradigm Financial Advisors
Missouri
$212K -$49.9K -250 -20%
IWP
2164
Icon Wealth Partners
Texas
$212K -$798 -4 -0.4%
AIA
2165
Alera Investment Advisors
Illinois
$211K +$11.8K +59 +6%
WIM
2166
Westside Investment Management
California
$211K +$203K +1,016 New
JGUA
2167
John G. Ullman & Associates
New York
$208K +$199K +999 New
CFSG
2168
Community Financial Services Group
Vermont
$208K +$199K +1,000 New
MC
2169
Montag & Caldwell
Georgia
$208K +$199K +1,000 New
SM
2170
SG3 Management
Puerto Rico
$208K +$199K +1,000 New
TSS
2171
Thomas Story & Son
Indiana
$208K +$199K +1,000 New
AA
2172
Alesco Advisors
New York
$207K +$198K +993 New
CPIG
2173
Chicago Partners Investment Group
Illinois
$206K +$194K +975 New
AIFS
2174
A&I Financial Services
Colorado
$206K +$197K +990 New
EFL
2175
ERn Financial LLC
Wisconsin
$203K -$34.1K -171 -15%
85 86
87
88 89