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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
2126
Zevin Asset Management
Massachusetts
$268K -$2.71M -55,100 -91%
FFG
2127
Ford Financial Group
California
$268K +$24.4K +497 +11%
WCWM
2128
Willow Creek Wealth Management
California
$267K +$4.92K +100 +2%
CAGAS
2129
Capital Advisory Group Advisory Services
Minnesota
$266K – – –
SRC
2130
Stone Run Capital
New York
$266K – – –
QPWM
2131
Quadrant Private Wealth Management
Pennsylvania
$266K +$23.5K +477 +10%
CRIG
2132
Charter Research & Investment Group
Connecticut
$265K – – –
XS
2133
XR Securities
Illinois
$264K +$252K +5,118 New
BWM
2134
Brickley Wealth Management
California
$261K -$1.97K -40 -0.8%
LCM
2135
Leisure Capital Management
California
$260K – – –
KPF
2136
K2 Principal Fund
Ontario, Canada
$258K -$1.48M -30,000 -86%
EWM
2137
Executive Wealth Management
Michigan
$258K -$15.3K -311 -6%
MTIM
2138
Marathon Trading Investment Management
Pennsylvania
$257K -$1.04M -21,056 -81%
FDS
2139
Freedom Day Solutions
Texas
$257K -$82.6K -1,679 -25%
PIM
2140
Profit Investment Management
Maryland
$253K – – –
HS
2141
HighVista Strategies
Massachusetts
$252K -$428K -8,700 -64%
CJA
2142
C-J Advisory
California
$252K – – –
SAS
2143
Stelac Advisory Services
New York
$252K +$240K +4,889 New
GC
2144
Gibson Capital
Pennsylvania
$252K +$242K +4,928 New
RA
2145
Rational Advisors
New York
$251K -$1.01M -20,490 -81%
PCS
2146
Personal CFO Solutions
New Jersey
$251K +$240K +4,873 New
PL
2147
Parthenon LLC
Kentucky
$246K -$14.8K -300 -6%
WTFG
2148
Wells Trecaso Financial Group
Ohio
$246K -$12.4K -253 -5%
MFG
2149
Merit Financial Group
Georgia
$244K +$14.8K +300 +7%
NCM
2150
Nelson Capital Management
California
$243K -$45.4K -923 -16%
84 85
86
87 88