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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2526
Kelly Financial Services
Massachusetts
$102K +$2.64K +61 +2%
BIA
2527
Bell Investment Advisors
California
$101K +$116K +2,692 New
DWA
2528
Dougherty Wealth Advisers
Minnesota
$100K – – –
TFP
2529
Tilia Fiduciary Partners
North Carolina
$100K +$11.6K +269 +11%
OC
2530
Oakmont Corp
California
$99K -$7.01K -162 -6%
RCG
2531
Rock Creek Group
District of Columbia
$98K -$16.1K -372 -12%
TC
2532
Tacita Capital
Ontario, Canada
$96K – – –
FCG
2533
Financial Connections Group
California
$96K +$173 +4 +0.2%
MCA
2534
Maryland Capital Advisors
Maryland
$94K – – –
OCM
2535
Orion Capital Management
California
$94K +$8.65K +200 +9%
LFM
2536
Lumina Fund Management
New York
$94K +$108K +2,500 New
HFS
2537
HBC Financial Services
Washington
$93K +$173 +4 +0.2%
SC
2538
Stephens Consulting
Michigan
$88.7K -$13K -300 -11%
TCM
2539
Tradewinds Capital Management
Washington
$87K -$697K -16,115 -87%
TCCM
2540
Timber Creek Capital Management
Massachusetts
$86K – – –
WWP
2541
WR Wealth Planners
Missouri
$85.8K +$606 +14 +0.6%
CFG
2542
CKW Financial Group
Hawaii
$84K – – –
AA
2543
AlphaMark Advisors
Kentucky
$83K +$23.8K +551 +33%
CM
2544
Castleark Management
Illinois
$82K – – –
PCFFS
2545
Pacific Center for Financial Services
California
$82K – – –
MBFW
2546
Morton Brown Family Wealth
Pennsylvania
$82K +$6.66K +154 +8%
SOW
2547
State of Wyoming
Wyoming
$81K +$34.4K +794 +58%
AWM
2548
Accel Wealth Management
Iowa
$79K +$87 +2 +0.1%
VC
2549
Vestor Capital
Illinois
$75K – – –
CWM
2550
Curi Wealth Management
North Carolina
$74K +$73K +1,688 +563%
100 101
102
103 104