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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2201
Private Asset Management
California
$238K – – –
PBO
2202
Peoples Bank (Ohio)
Ohio
$238K +$35.2K +700 +18%
RDWM
2203
Red Door Wealth Management
Tennessee
$236K -$33.1K -657 -13%
SBF
2204
Sara-Bay Financial
Florida
$236K -$8.86K -176 -4%
ANB
2205
Amarillo National Bank
Texas
$236K – – –
LA
2206
Legacy Advisors
Pennsylvania
$236K – – –
PCMC
2207
Private Capital Management (Colorado)
Colorado
$233K +$3.83K +76 +2%
PI
2208
PEAK6 Investments
Illinois
$232K -$6.42M -127,624 -97%
CAM
2209
Congress Asset Management
Massachusetts
$232K -$33.7K -669 -13%
FSG
2210
Financial Strategies Group
Michigan
$232K -$7.35K -146 -3%
NFG
2211
Northeast Financial Group
Pennsylvania
$232K – – –
BWM
2212
Bulltick Wealth Management
Florida
$232K +$220K +4,377 New
OIA
2213
Optimum Investment Advisors
Illinois
$231K -$11.8K -235 -5%
PWM
2214
PBMares Wealth Management
Virginia
$231K +$220K +4,380 New
CPA
2215
Clear Perspective Advisors
Illinois
$230K -$8.15K -162 -4%
AWA
2216
Acorn Wealth Advisors
Michigan
$229K -$4.13K -82 -2%
TFM
2217
TFC Financial Management
Massachusetts
$229K – – –
LF
2218
Lee Financial
Texas
$229K +$172K +3,415 +366%
HCM
2219
Hillman Capital Management
Maryland
$228K +$31.3K +622 +17%
WCG
2220
Weaver Consulting Group
California
$227K +$7K +139 +3%
MWPCG
2221
Measured Wealth Private Client Group
New Hampshire
$226K -$1.56K -31 -0.7%
AA
2222
Aufman Associates
Pennsylvania
$225K -$16.9K -335 -7%
CIP
2223
Capital Insight Partners
Arizona
$225K -$9.01K -179 -4%
P
2224
Palladiem
Pennsylvania
$225K – – –
TIM
2225
Total Investment Management
Arizona
$225K +$27.3K +543 +12%
87 88
89
90 91