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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2051
TFC Financial Management
Massachusetts
$619K +$60 +1 +0%
AWA
2052
Acorn Wealth Advisors
Michigan
$618K +$5.84K +98 +1%
FCFC
2053
First Citizens Financial Corp
Iowa
$616K -$4.47K -75 -0.8%
QCM
2054
Quantinno Capital Management
New York
$614K -$199K -3,331 -26%
1WM
2055
1900 Wealth Management
Texas
$612K +$19.5K +328 +4%
STA
2056
Summit Trail Advisors
New York
$610K -$15.9K -267 -3%
CG
2057
Corundum Group
Colorado
$609K +$12K +202 +2%
HFAS
2058
Hummer Financial Advisory Services
Illinois
$607K -$14.9K -250 -3%
PP
2059
Patron Partners
Texas
$607K +$87.1K +1,461 +18%
HAS
2060
HBW Advisory Services
California
$607K +$270K +4,526 +91%
KA
2061
Klingman & Associates
New York
$606K -$3.04K -51 -0.5%
WAG
2062
Winthrop Advisory Group
Massachusetts
$605K -$11.3K -190 -2%
JLBC
2063
J.L. Bainbridge & Co
Florida
$603K -$22.3K -375 -4%
VIM
2064
Vista Investment Management
Pennsylvania
$602K -$2.27K -38 -0.4%
SCM
2065
Silvant Capital Management
Georgia
$602K – – –
TW
2066
Towerpoint Wealth
California
$601K +$434K +7,290 +14%
MWA
2067
Meridian Wealth Advisors
Texas
$598K -$98.1K -1,646 -15%
FBT
2068
First Bank & Trust
South Dakota
$597K -$7.51K -126 -1%
MA
2069
MCF Advisors
Kentucky
$597K +$74.7K +1,253 +16%
LCM
2070
Leisure Capital Management
California
$596K -$85.9K -1,441 -13%
MWM
2071
Merriman Wealth Management
Washington
$593K -$398K -6,683 -42%
CMA
2072
Cedar Mountain Advisors
Oregon
$593K -$287K -4,821 -34%
SIM
2073
SSI Investment Management
California
$593K -$238 -4 -0%
TWM
2074
TriaGen Wealth Management
California
$589K -$35.8K -600 -6%
VLC
2075
Van Leeuwen & Company
New Jersey
$587K -$33.8K -567 -6%
81 82
83
84 85