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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1526
Dakota Wealth Management
Florida
$426K -$150K -3,275 -26%
CAS
1527
Cue Advisory Services
Arizona
$426K – – –
MWM
1528
Mascoma Wealth Management
New Hampshire
$426K +$15.4K +338 +4%
KA
1529
Kaizen Advisory
Illinois
$424K – – –
FBA
1530
Front Barnett Associates
Illinois
$423K -$4.57K -100 -1%
KWMG
1531
King Wealth Management Group
Florida
$414K – – –
TB
1532
Terril Brothers
Missouri
$414K – – –
HPWM
1533
Highland Private Wealth Management
Washington
$413K -$54.1K -1,185 -12%
BC
1534
Burleson & Co
California
$413K +$69.7K +1,526 +23%
MFW
1535
Mosaic Family Wealth
Missouri
$412K -$35K -765 -8%
BAAM
1536
Baker Avenue Asset Management
California
$410K -$1.23K -27 -0.3%
PWM
1537
Perigon Wealth Management
California
$409K -$220K -4,816 -35%
SSI
1538
Scott & Selber Inc
Texas
$409K +$548 +12 +0.1%
SCM
1539
Sterneck Capital Management
Missouri
$407K -$1.62M -35,426 -80%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$407K -$23K -504 -5%
BAM
1541
Bruderman Asset Management
New York
$406K -$150K -3,281 -27%
XS
1542
XR Securities
Illinois
$406K +$402K +8,800 New
FPCM
1543
Financial Partners Capital Management
New York
$400K -$9.14K -200 -2%
RIS
1544
Retirement Income Solutions
Michigan
$399K -$320 -7 -0.1%
RAM
1545
Redmond Asset Management
Virginia
$399K – – –
HIC
1546
Hartline Investment Corp
Illinois
$396K – – –
IP
1547
Investment Partners
Ohio
$396K +$22.6K +494 +2%
BA
1548
Bristlecone Advisors
Washington
$396K +$392K +8,581 New
WI
1549
Wintrust Investments
Illinois
$395K +$23.8K +521 +6%
BDF
1550
Balasa Dinverno & Foltz
$394K +$2.51K +55 +0.6%
60 61
62
63 64