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Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2551
Key Client Fiduciary Advisors
New Jersey
$247K +$27.7K +457 +13%
POIA
2552
Pin Oak Investment Advisors
Texas
$247K – – –
TA
2553
TrueWealth Advisors
Alabama
$247K -$61 -1 -0%
FA
2554
Financial Advisors
Massachusetts
$247K – – –
CP
2555
Castleview Partners
Texas
$246K +$10.1K +167 +4%
APW
2556
Austin Private Wealth
Texas
$246K +$19.4K +321 +9%
MWM
2557
MBE Wealth Management
Wisconsin
$246K -$12.1K -200 -5%
CWA
2558
CM Wealth Advisors
Ohio
$246K +$3.88K +64 +2%
CCM
2559
Carderock Capital Management
Maryland
$245K -$16.6K -275 -7%
EP
2560
Essential Planning
New Hampshire
$245K -$32.4K -535 -12%
VNA
2561
Valley National Advisers
Pennsylvania
$244K -$100K -1,656 -30%
GFL
2562
Granite FO LLC
New Hampshire
$243K +$218K +3,600 +1,865%
GAM
2563
Gemmer Asset Management
California
$243K +$24.8K +410 +12%
GAA
2564
Global Assets Advisory
Florida
$243K – – –
CBB
2565
Citizens Business Bank
California
$242K – – –
AA
2566
AlphaCentric Advisors
Puerto Rico
$241K -$4.3K -71 -2%
SEP
2567
Southland Equity Partners
Missouri
$239K +$11.6K +192 +5%
HWM
2568
Horizon Wealth Management
Illinois
$239K -$155K -2,556 -40%
WI
2569
Wedgewood Investors
Pennsylvania
$239K -$4.54K -75 -2%
KCM
2570
Kathmere Capital Management
Pennsylvania
$239K +$32.6K +538 +16%
FWM
2571
FFT Wealth Management
Pennsylvania
$239K +$4.6K +76 +2%
VCM
2572
Viewpoint Capital Management
Washington
$238K – – –
SFWA
2573
Summit Financial Wealth Advisors
Louisiana
$238K -$303 -5 -0.1%
FFA
2574
Farther Finance Advisors
California
$238K +$26.8K +442 +13%
SBF
2575
Sara-Bay Financial
Florida
$238K – – –
101 102
103
104 105