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Name Holding Trade Value Shares
Change 		Change in
Stake
PV
1851
Private Vista
Illinois
$279K -$18K -336 -6%
SFG
1852
StrategIQ Financial Group
Indiana
$279K -$5.36K -100 -2%
BWA
1853
Burt Wealth Advisors
Maryland
$279K – – –
CWM
1854
Concentric Wealth Management
California
$279K – – –
LF
1855
Lantz Financial
Illinois
$279K +$6.21K +116 +2%
AAP
1856
Arax Advisory Partners
Colorado
$278K +$321 +6 +0.1%
GHAM
1857
Gilman Hill Asset Management
Connecticut
$277K – – –
SNB
1858
Security National Bank
Nebraska
$277K – – –
TIM
1859
Total Investment Management
Arizona
$277K – – –
GC
1860
Gilbert & Cook
Iowa
$276K +$11.7K +218 +4%
HIIFS
1861
Harel Insurance Investments & Financial Services
Israel
$275K -$315K -5,884 -54%
EIP
1862
Ellis Investment Partners
Pennsylvania
$273K -$6.1K -114 -2%
MKC
1863
M. Kraus & Co
Vermont
$273K +$10.7K +200 +4%
TWM
1864
Titus Wealth Management
California
$273K +$18.8K +351 +8%
LDFR
1865
Lehman & Derafelo Financial Resources
Pennsylvania
$272K +$10.7K +200 +4%
CSA
1866
Cottage Street Advisors
Massachusetts
$271K – – –
PJSIMP
1867
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K – – –
WAM
1868
Weiss Asset Management
Massachusetts
$271K +$46.7K +872 +21%
MLFP
1869
MPS Loria Financial Planners
Illinois
$270K +$1.39K +26 +0.5%
BI
1870
Ballast Inc
Kentucky
$270K +$5.57K +104 +2%
MWM
1871
Merriman Wealth Management
Washington
$268K -$8.78K -164 -3%
LWM
1872
Liberty Wealth Management
California
$267K -$190K -3,554 -42%
OAM
1873
Occidental Asset Management
California
$267K -$107 -2 -0%
LCM
1874
Liberty Capital Management
Michigan
$267K – – –
WPA
1875
Winning Points Advisors
Florida
$267K – – –
73 74
75
76 77