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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Cranbrook Wealth Management
Michigan
$70K – – –
ACM
2302
Aquatic Capital Management
Illinois
$70K +$92.1K +2,700 New
PVH
2303
Psagot Value Holdings
Israel
$68K -$2.19M -64,220 -96%
MWC
2304
MBM Wealth Consultants
Missouri
$68K -$19.7K -577 -19%
OC
2305
Oakmont Corp
California
$68K – – –
TFP
2306
Tilia Fiduciary Partners
North Carolina
$67K +$136 +4 +0.1%
BIA
2307
Bell Investment Advisors
California
$66K -$3.99K -117 -4%
TC
2308
Tacita Capital
Ontario, Canada
$66K – – –
DWA
2309
Dougherty Wealth Advisers
Minnesota
$65K -$5.11K -150 -6%
MCA
2310
Maryland Capital Advisors
Maryland
$64K – – –
HFS
2311
HBC Financial Services
Washington
$63K +$205 +6 +0.2%
SIC
2312
SJS Investment Consulting
Ohio
$63K +$83K +2,434 New
AA
2313
AlphaMark Advisors
Kentucky
$61K +$4.43K +130 +6%
HFM
2314
Harvest Fund Management
China
$61K +$35.8K +1,051 +80%
TCM
2315
Tradewinds Capital Management
Washington
$60K +$68 +2 +0.1%
WWP
2316
WR Wealth Planners
Missouri
$59.7K +$716 +21 +0.9%
TCCM
2317
Timber Creek Capital Management
Massachusetts
$59K – – –
LS
2318
Leelyn Smith
Illinois
$57K -$201K -5,884 -73%
CM
2319
Castleark Management
Illinois
$57K – – –
AWM
2320
Accel Wealth Management
Iowa
$57K +$102 +3 +0.1%
KFS
2321
Kelly Financial Services
Massachusetts
$56.6K -$17.9K -524 -19%
ACM
2322
AUA Capital Management
Pennsylvania
$56K -$18.8K -550 -20%
PCFFS
2323
Pacific Center for Financial Services
California
$56K – – –
SWM
2324
Stapp Wealth Management
Washington
$55K +$72.9K +2,139 New
MBFW
2325
Morton Brown Family Wealth
Pennsylvania
$53K -$5.25K -154 -7%
91 92
93
94 95