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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2151
Pathway Financial Advisors
Vermont
$133K – – –
CA
2152
Crewe Advisors
Utah
$128K -$159K -3,000 -54%
CL
2153
CSS LLC
Illinois
$124K – – –
OWA
2154
One Wealth Advisors
California
$123K +$132K +2,481 New
FMP
2155
Financial Management Professionals
Texas
$121K -$5.58K -105 -4%
LFG
2156
LifePlan Financial Group
Ohio
$121K +$5.31K +100 +4%
PCFFS
2157
Pacific Center for Financial Services
California
$110K – – –
CM
2158
Castleark Management
Illinois
$109K – – –
TFO
2159
Tarbox Family Office
California
$109K – – –
QCIG
2160
Quad-Cities Investment Group
Iowa
$107K +$114K +2,147 New
SIAS
2161
Shine Investment Advisory Services
Colorado
$106K +$5.31K +100 +5%
MWM
2162
MinichMacGregor Wealth Management
New York
$104K -$14.4K -271 -11%
CFG
2163
CKW Financial Group
Hawaii
$103K – – –
RAM
2164
Riggs Asset Management
Pennsylvania
$100K – – –
AIM
2165
Arcadia Investment Management
Michigan
$99K – – –
NWM
2166
Northwest Wealth Management
Iowa
$99K – – –
AACR
2167
ACR Alpine Capital Research
Missouri
$99K +$266 +5 +0.3%
DOA
2168
D'Orazio & Associates
Virginia
$98K -$5.84K -110 -5%
FFW
2169
Fusion Family Wealth
New York
$98K – – –
PW
2170
Price Wealth
Texas
$96K +$58.6K +1,104 +132%
MSA
2171
Marino Stram & Associates
Massachusetts
$93K -$20.1K -378 -17%
WAM
2172
Watermark Asset Management
California
$92K +$53 +1 +0.1%
HS
2173
Horan Securities
United States
$90K +$19.1K +360 +26%
EWM
2174
Elmwood Wealth Management
California
$89.3K -$16.4K -309 -15%
LWM
2175
Lenox Wealth Management
Ohio
$89K – – –
85 86
87
88 89