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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2151
Private Advisory Group
Washington
$360K +$142K +2,722 +64%
MAA
2152
Mraz Amerine & Associates
California
$359K – – –
TFO
2153
Tarbox Family Office
California
$358K -$1.09K -21 -0.3%
SWM
2154
Segment Wealth Management
Texas
$358K – – –
RWG
2155
Regal Wealth Group
California
$356K +$52 +1 +0%
CF
2156
Corrigan Financial
Rhode Island
$355K -$27.3K -525 -7%
KPWG
2157
KFA Private Wealth Group
Virginia
$355K +$18.6K +357 +5%
TNA
2158
True North Advisors
Texas
$355K +$357K +6,865 New
APW
2159
Austin Private Wealth
Texas
$352K -$55.7K -1,071 -14%
FC
2160
Fulcrum Capital
Washington
$351K +$42.9K +825 +14%
GIM
2161
Greylin Investment Management
Virginia
$350K -$31.2K -600 -8%
MFG
2162
Menard Financial Group
Texas
$349K -$248K -4,762 -41%
RIS
2163
Retirement Income Solutions
Michigan
$349K -$29.8K -574 -8%
CFO
2164
CVA Family Office
Colorado
$349K +$78.9K +1,517 +29%
ARMC
2165
American Research & Management Company
Massachusetts
$345K -$3.9K -75 -1%
BONST
2166
Bank of Nova Scotia Trust
Ontario, Canada
$344K -$364 -7 -0.1%
VCM
2167
Versant Capital Management
Arizona
$344K – – –
ACS
2168
Archford Capital Strategies
Illinois
$344K +$9.88K +190 +3%
CPA
2169
Clear Perspective Advisors
Illinois
$340K +$224K +4,314 +16%
JG
2170
Jefferies Group
New York
$340K +$341K +6,560 New
LGWM
2171
Litman Gregory Wealth Management
California
$339K – – –
DSAM
2172
Dock Street Asset Management
Florida
$338K -$105K -2,020 -24%
PFC
2173
Phocas Financial Corp
California
$338K – – –
AA
2174
Alesco Advisors
New York
$335K – – –
CHA
2175
Cooper/Haims Advisors
New York
$335K +$1.3K +25 +0.4%
85 86
87
88 89