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Name Holding Trade Value Shares
Change 		Change in
Stake
QA
3101
Quattro Advisors
Pennsylvania
$268K +$240K +954 New
RCM
3102
Richardson Capital Management
Wisconsin
$268K -$9.83K -39 -4%
SM
3103
Sensible Money
Arizona
$268K +$240K +951 New
SG
3104
Sharper & Granite
California
$267K -$35.3K -140 -13%
LK
3105
Lumbard & Kellner
New Hampshire
$267K – – –
OSNBOA
3106
Old Second National Bank of Aurora
Illinois
$267K – – –
BWM
3107
Bluebird Wealth Management
Massachusetts
$267K +$16.9K +67 +8%
PFA
3108
Pinnacle Family Advisors
Missouri
$267K -$24.2K -96 -9%
HWA
3109
Heartwood Wealth Advisors
Virginia
$266K – – –
FFG
3110
First Financial Group
North Carolina
$266K -$10.1K -40 -4%
MCA
3111
Maryland Capital Advisors
Maryland
$266K +$238K +946 New
PAM
3112
PVG Asset Management
Colorado
$266K +$238K +946 New
RCG
3113
Regatta Capital Group
California
$266K – – –
FH
3114
Financial Harvest
Florida
$266K -$1.26K -5 -0.5%
FNBOH
3115
First National Bank of Hutchinson
Kansas
$265K -$584K -2,317 -71%
WF
3116
Williams Financial
Vermont
$265K – – –
SPA
3117
Shore Point Advisors
New Jersey
$265K -$4.54K -18 -2%
HWMG
3118
Hurlow Wealth Management Group
Indiana
$263K +$6.3K +25 +3%
CFAM
3119
Center For Asset Management
Florida
$263K +$1.26K +5 +0.5%
PCM
3120
Pennsylvania Capital Management
Pennsylvania
$263K +$252 +1 +0.1%
AIA
3121
Accelerate Investment Advisors
California
$262K -$6.3K -25 -3%
MAV
3122
Mason & Associates (Virginia)
Virginia
$262K – – –
AFC
3123
AFT Forsyth & Company
Florida
$262K -$31.5K -125 -12%
HWA
3124
HHM Wealth Advisors
Tennessee
$261K +$10.3K +41 +5%
PD
3125
Planning Directions
Pennsylvania
$261K -$32.5K -129 -12%
123 124
125
126 127