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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
2876
Fusion Family Wealth
New York
$317K – – –
TSW
2877
Thompson Siegel & Walmsley
Virginia
$316K +$25.9K +50 +9%
ACA
2878
American Capital Advisory
Idaho
$316K – – –
HI
2879
Hoey Investments
Pennsylvania
$316K +$285K +550 +1,100%
FFO
2880
Fortitude Family Office
Arizona
$315K -$20.2K -39 -6%
TAM
2881
Titleist Asset Management
Texas
$314K -$40.4K -78 -12%
PFM
2882
Potomac Fund Management
Florida
$313K +$308K +594 New
ACC
2883
Acorn Creek Capital
Colorado
$313K +$17.6K +34 +6%
MWA
2884
Monograph Wealth Advisors
California
$312K +$307K +593 New
WA
2885
WPG Advisers
Maryland
$312K +$307K +593 New
KSWA
2886
Kathleen S. Wright Associates
Pennsylvania
$312K – – –
SO
2887
Sierra Ocean
California
$311K +$306K +591 New
FCMT
2888
Founders Capital Management (Texas)
Texas
$311K -$51.8K -100 -14%
WPW
2889
Watershed Private Wealth
Illinois
$310K – – –
FFG
2890
Frisch Financial Group
New York
$310K -$5.18K -10 -2%
1WM
2891
1900 Wealth Management
Texas
$310K +$30.5K +59 +11%
FPL
2892
Fortress Private Ledger
North Carolina
$310K +$304K +588 New
WMA
2893
West Michigan Advisors
Michigan
$309K -$3.11K -6 -1%
HCM
2894
Highview Capital Management
Illinois
$309K – – –
BAS
2895
Brueske Advisory Services
Washington
$306K +$301K +582 New
CA
2896
Clune & Associates
Illinois
$305K +$300K +579 New
NERM
2897
New England Research & Management
Illinois
$305K -$5.18K -10 -2%
GAMC
2898
Garner Asset Management Corp
Texas
$305K – – –
VBA
2899
von Borstel & Associates
Oregon
$304K +$3.62K +7 +1%
PFW
2900
Petros Family Wealth
Minnesota
$303K +$298K +576 New
114 115
116
117 118