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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2201
Allegheny Financial Group
Pennsylvania
$819K -$119K -387 -12%
FFWA
2202
FRG Family Wealth Advisors
Washington
$818K – – –
HA
2203
HC Advisors
Georgia
$817K -$105K -343 -11%
EFL
2204
ERn Financial LLC
Wisconsin
$815K +$27K +88 +3%
BOM
2205
Bank of Marin
California
$812K -$29.1K -95 -3%
BA
2206
Bridge Advisory
California
$812K +$74.5K +243 +10%
TBC
2207
Ted Buchan & Co
California
$811K -$2.76K -9 -0.3%
AWS
2208
Aspen Wealth Strategies
Colorado
$810K +$4.6K +15 +0.5%
GWP
2209
Gateway Wealth Partners
Wisconsin
$810K +$13.2K +43 +2%
MMM
2210
Mendel Money Management
Illinois
$810K +$187K +609 +29%
MCM
2211
McRae Capital Management
New Jersey
$810K – – –
JFL
2212
Jarislowsky, Fraser Ltd
Quebec, Canada
$806K +$25.4K +83 +3%
CCB
2213
Cutter & Co Brokerage
Missouri
$804K +$18.7K +61 +2%
T
2214
TNF
Montana
$803K -$10.7K -35 -1%
WE
2215
Wealth Effects
Massachusetts
$803K -$45.4K -148 -5%
SPWG
2216
Syntegra Private Wealth Group
Missouri
$802K +$4.6K +15 +0.6%
CFO
2217
CVA Family Office
Colorado
$802K -$44.1K -144 -5%
BG
2218
Benedetti & Gucer
Georgia
$799K -$26.1K -85 -3%
ST
2219
Sentinel Trust
Texas
$797K +$828K +2,700 New
AA
2220
Alta Advisers
United Kingdom
$797K – – –
HCP
2221
Hexagon Capital Partners
Arkansas
$796K +$76.6K +250 +10%
KIA
2222
KLR Investment Advisors
Rhode Island
$796K -$132K -430 -14%
CWM
2223
Circle Wealth Management
New Jersey
$790K +$4.6K +15 +0.6%
FP
2224
Financial Perspectives
Minnesota
$789K +$2.76K +9 +0.3%
CWM
2225
Catalyst Wealth Management
Georgia
$789K -$20.2K -66 -2%
87 88
89
90 91