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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2301
Dillon & Associates
Michigan
$286K – – –
SIS
2302
Sound Income Strategies
Florida
$286K +$1.17K +21 +0.4%
MIFH
2303
Migdal Insurance & Financial Holdings
Israel
$285K -$382K -6,867 -59%
TP
2304
Tranquility Partners
Tennessee
$285K -$22K -395 -8%
HFG
2305
Heron Financial Group
New York
$285K -$2.23K -40 -0.8%
MC
2306
Mathes Company
New York
$285K – – –
WFA
2307
WestHill Financial Advisors
California
$285K – – –
LA
2308
Legacy Advisors
Pennsylvania
$285K +$3.34K +60 +1%
FOA
2309
Five Oceans Advisors
California
$285K +$21.8K +392 +9%
FA
2310
Fagan Associates
New York
$284K – – –
MWM
2311
Madison Wealth Management
Ohio
$284K +$41.8K +750 +19%
CIA
2312
Caerus Investment Advisors
Texas
$284K +$267K +4,800 New
WG
2313
Watchman Group
Texas
$284K +$267K +4,800 New
CL
2314
CPWM LLC
Washington
$282K – – –
LJHT
2315
Laurie J. Hall Trustee
$282K – – –
CS
2316
Cannell & Spears
New York
$281K – – –
CAWM
2317
Capital Advisors Wealth Management
Washington
$281K +$31.2K +560 +13%
IFS
2318
Intelligent Financial Strategies
Minnesota
$281K +$264K +4,747 New
VWMG
2319
Virginia Wealth Management Group
Virginia
$281K +$265K +4,750 New
ANB
2320
Amarillo National Bank
Texas
$280K +$15.4K +277 +6%
IAG
2321
Investmark Advisory Group
Connecticut
$280K +$264K +4,740 New
MCM
2322
McRae Capital Management
New Jersey
$279K – – –
PAM
2323
Private Asset Management
California
$279K +$44.5K +800 +20%
ME
2324
McIlrath & Eck
Washington
$278K -$22.2K -399 -8%
YIH
2325
Y-Intercept (HK)
Hong Kong
$278K +$262K +4,699 New
91 92
93
94 95