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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1876
Wealth Management Associates
New Jersey
$232K +$221K +468 New
AA
1877
Auxano Advisors
Washington
$232K +$220K +467 New
TFP
1878
Tilia Fiduciary Partners
North Carolina
$232K +$220K +467 New
LWM
1879
Lionshead Wealth Management
New York
$231K +$220K +466 New
SRC
1880
Sage Rhino Capital
California
$231K +$220K +466 New
TL
1881
Tradewinds LLC
North Carolina
$230K +$214K +453 New
EV
1882
EJMK Ventures
Illinois
$230K +$219K +464 New
AA
1883
Argent Advisors
Louisiana
$230K +$218K +463 New
PVI
1884
Pine Valley Investments
New Jersey
$230K +$218K +463 New
CAL
1885
Capital Advisors Ltd
Ohio
$229K +$12.7K +27 +6%
4WM
1886
49 Wealth Management
Texas
$229K +$218K +461 New
MCCA
1887
Mill Creek Capital Advisors
Pennsylvania
$229K +$218K +461 New
KAM
1888
Knightsbridge Asset Management
California
$228K +$217K +460 New
HFP
1889
Holistic Financial Partners
Indiana
$228K +$217K +460 New
AFWM
1890
Arta Finance Wealth Management
California
$228K +$217K +459 New
E
1891
Evansbrook
Illinois
$228K +$217K +459 New
CWWM
1892
Clear Wave Wealth Management
New Jersey
$227K +$216K +458 New
PHWM
1893
Pine Harbor Wealth Management
Maryland
$226K +$216K +457 New
LI
1894
LMCG Investments
Massachusetts
$226K +$215K +456 New
FFA
1895
Florida Financial Advisors
Florida
$225K +$213K +452 New
AI
1896
AXS Investments
New York
$224K -$86.8K -184 -29%
FFA
1897
Fortune Financial Advisors
Kansas
$223K +$212K +450 New
CA
1898
Carson Advisory
Georgia
$223K +$212K +450 New
MHC
1899
Meyer Handelman Company
New York
$223K -$21.7K -46 -9%
SCA
1900
STALEY CAPITAL ADVISERS
Pennsylvania
$223K +$212K +450 New
74 75
76
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