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Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1576
Valliance Asset Management
Hong Kong
$227K +$219K +10,000 New
BFG
1577
Berger Financial Group
Minnesota
$227K -$34.7K -1,587 -14%
PWMAG
1578
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$218K +9,949 New
FHC
1579
First Heartland Consultants
Missouri
$226K -$454K -20,766 -68%
VWM
1580
Venturi Wealth Management
Texas
$225K +$24.1K +1,100 +12%
BLAM
1581
Bourne Lent Asset Management
New York
$225K -$4.38K -200 -2%
SC
1582
Syon Capital
California
$225K +$217K +9,897 New
CSB
1583
City State Bank
Iowa
$224K -$11.1K -506 -5%
CAS
1584
Coppell Advisory Solutions
Texas
$224K -$6.48K -296 -3%
HCM
1585
Howland Capital Management
Massachusetts
$224K -$240K -10,947 -53%
RCA
1586
Resonant Capital Advisors
Wisconsin
$223K +$215K +9,828 New
EW
1587
Elyxium Wealth
California
$223K +$215K +9,810 New
WIC
1588
Wilkins Investment Counsel
Massachusetts
$223K -$5.43M -248,371 -96%
MSA
1589
Marino Stram & Associates
Massachusetts
$222K +$214K +9,788 New
AWM
1590
AllSquare Wealth Management
New York
$222K – – –
EPIM
1591
Evelyn Partners Investment Management
$222K – – –
WAAG
1592
Wealth Alliance Advisory Group
Kansas
$221K -$31.6K -1,445 -13%
PTP
1593
Platform Technology Partners
New York
$221K +$213K +9,735 New
OPCM
1594
Osborne Partners Capital Management
California
$221K -$128K -5,850 -38%
GAM
1595
Gemmer Asset Management
California
$220K -$38.8K -1,775 -15%
SMWM
1596
Silvia McColl Wealth Management
California
$220K -$8.75K -400 -4%
CA
1597
Capital Advantage
California
$220K – – –
IFS
1598
Ifrah Financial Services
Arkansas
$220K +$212K +9,686 New
CA
1599
Calton & Associates
Florida
$220K +$212K +9,679 New
WAL
1600
W Advisors LLC
Tennessee
$219K +$211K +9,655 New
62 63
64
65 66