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Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
2151
Mraz Amerine & Associates
California
$359K – – –
TFO
2152
Tarbox Family Office
California
$358K -$1.09K -21 -0.3%
SWM
2153
Segment Wealth Management
Texas
$358K – – –
RWG
2154
Regal Wealth Group
California
$356K +$52 +1 +0%
CF
2155
Corrigan Financial
Rhode Island
$355K -$27.3K -525 -7%
KPWG
2156
KFA Private Wealth Group
Virginia
$355K +$18.6K +357 +5%
TNA
2157
True North Advisors
Texas
$355K +$357K +6,865 New
APW
2158
Austin Private Wealth
Texas
$352K -$55.7K -1,071 -14%
FC
2159
Fulcrum Capital
Washington
$351K +$42.9K +825 +14%
GIM
2160
Greylin Investment Management
Virginia
$350K -$31.2K -600 -8%
MFG
2161
Menard Financial Group
Texas
$349K -$248K -4,762 -41%
RIS
2162
Retirement Income Solutions
Michigan
$349K -$29.8K -574 -8%
CFO
2163
CVA Family Office
Colorado
$349K +$78.9K +1,517 +29%
ARMC
2164
American Research & Management Company
Massachusetts
$345K -$3.9K -75 -1%
BONST
2165
Bank of Nova Scotia Trust
Ontario, Canada
$344K -$364 -7 -0.1%
VCM
2166
Versant Capital Management
Arizona
$344K – – –
ACS
2167
Archford Capital Strategies
Illinois
$344K +$9.88K +190 +3%
CPA
2168
Clear Perspective Advisors
Illinois
$340K +$224K +4,314 +16%
JG
2169
Jefferies Group
New York
$340K +$341K +6,560 New
LGWM
2170
Litman Gregory Wealth Management
California
$339K – – –
DSAM
2171
Dock Street Asset Management
Florida
$338K -$105K -2,020 -24%
PFC
2172
Phocas Financial Corp
California
$338K – – –
AA
2173
Alesco Advisors
New York
$335K – – –
CHA
2174
Cooper/Haims Advisors
New York
$335K +$1.3K +25 +0.4%
LP
2175
LGL Partners
Pennsylvania
$335K +$104K +2,008 +45%
85 86
87
88 89