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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
2201
Matthew Goff Investment Advisor
Texas
$465K – – –
FFA
2202
Fi3 Financial Advisors
Indiana
$465K +$433K +7,273 New
SWA
2203
SOA Wealth Advisors
New York
$464K +$2.86K +48 +0.7%
AMCA
2204
Arthur M. Cohen & Associates
Illinois
$462K -$73.8K -1,238 -15%
VFM
2205
Vivid Financial Management
California
$462K +$119 +2 +0%
SW
2206
SkyOak Wealth
Michigan
$461K -$22K -369 -4%
FNBOSM
2207
First National Bank of South Miami
Florida
$460K -$188K -3,157 -31%
CHA
2208
Cooper/Haims Advisors
New York
$460K +$43.1K +724 +11%
LWM
2209
Liberty Wealth Management
California
$459K – – –
FIA
2210
Foundations Investment Advisors
Arizona
$458K +$61.9K +1,038 +18%
AFG
2211
Allegheny Financial Group
Pennsylvania
$454K -$16.1K -271 -4%
SC
2212
Shay Capital
New York
$451K -$2.28M -38,198 -84%
NPF
2213
Norris Perne & French
Michigan
$451K -$198K -3,322 -32%
AWM
2214
AllSquare Wealth Management
New York
$451K – – –
ESCM
2215
Echo Street Capital Management
New York
$450K -$921K -15,449 -69%
BFIC
2216
Bedell Frazier Investment Counselling
California
$449K +$101K +1,693 +32%
HWM
2217
Howard Wealth Management
Connecticut
$448K -$2.98K -50 -0.7%
SB
2218
Strategic Blueprint
Georgia
$448K +$18.4K +309 +5%
MPPW
2219
Mitchell & Pahl Private Wealth
Oklahoma
$447K -$18.7K -313 -4%
FIM
2220
Freedom Investment Management
Connecticut
$444K -$51.7K -868 -11%
DAC
2221
Dividend Assets Capital
South Carolina
$443K +$894 +15 +0.2%
MFW
2222
Meristem Family Wealth
Minnesota
$442K – – –
FC
2223
Fulcrum Capital
Washington
$441K +$59.7K +1,001 +17%
MIA
2224
MainStreet Investment Advisors
Illinois
$440K -$6.07M -101,798 -94%
GAM
2225
Gould Asset Management
California
$440K -$53.6K -900 -12%
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