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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2051
Main Street Research
Connecticut
$248K -$16K -577 -6%
LAM
2052
L2 Asset Management
Massachusetts
$248K -$76.8K -2,766 -23%
MWM
2053
Merriman Wealth Management
Washington
$247K +$3.78K +136 +1%
1IA
2054
1620 Investment Advisors
Massachusetts
$247K -$17K -611 -6%
IIC
2055
Integrated Investment Consultants
Michigan
$247K -$21.9K -789 -8%
GCIA
2056
Gabelli & Co Investment Advisers
New York
$247K +$260K +9,350 New
SFG
2057
Sunburst Financial Group
Alabama
$247K +$4.94K +178 +2%
REMPR
2058
Roof Eidam Maycock Peralta (REMP)
California
$246K -$892K -32,099 -77%
GFPC
2059
Global Financial Private Client
Florida
$246K – – –
WB
2060
West Bancorporation
Iowa
$246K -$13.2K -475 -5%
AAIM
2061
Asset Advisors Investment Management
Georgia
$246K – – –
D
2062
Dentgroup
Louisiana
$245K +$1.3K +47 +0.5%
PVM
2063
Palogic Value Management
Texas
$244K +$256K +9,225 New
TCM
2064
Traynor Capital Management
Pennsylvania
$244K -$5.03K -181 -2%
AIM
2065
Allen Investment Management
New York
$244K -$35.6K -1,280 -12%
CFS
2066
CRA Financial Services
New Jersey
$243K -$97.1K -3,497 -28%
BHWA
2067
Beacon Harbor Wealth Advisors
Virginia
$243K +$256K +9,209 New
JE
2068
JMAC Enterprises
Pennsylvania
$243K -$22.2K -800 -8%
TCM
2069
Teza Capital Management
Illinois
$243K +$255K +9,189 New
MC
2070
Merlin Capital
Rhode Island
$242K +$11.4K +412 +5%
GKWIM
2071
Gerber Kawasaki Wealth & Investment Management
California
$242K -$314K -11,312 -55%
ZF
2072
Zhang Financial
Michigan
$242K -$121K -4,341 -32%
PWMG
2073
Prestige Wealth Management Group
New Jersey
$241K +$169K +6,085 +199%
GD
2074
Grandfield & Dodd
New York
$241K +$19.4K +700 +8%
VFA
2075
Voya Financial Advisors
Connecticut
$241K -$43.8K -1,577 -15%
81 82
83
84 85