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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2651
Lugano Financial Advisors SA (LFA)
Switzerland
$245K +$215K +834 New
SA
2652
Shilanski & Associates
Alaska
$244K – – –
FFG
2653
Ford Financial Group
California
$243K -$25.8K -100 -10%
MWA
2654
MFA Wealth Advisors
Pennsylvania
$241K -$86.9K -337 -27%
PPW
2655
Pasadena Private Wealth
California
$241K +$238K +921 New
TCOO
2656
Trust Company of Oklahoma
Oklahoma
$241K +$237K +919 New
AMG
2657
Asset Management Group
Connecticut
$240K – – –
PS
2658
Planned Solutions
California
$239K +$235K +911 New
CWM
2659
CCG Wealth Management
California
$237K – – –
CH
2660
Canton Hathaway
Rhode Island
$236K -$103K -400 -31%
BMCM
2661
Bryn Mawr Capital Management
Pennsylvania
$236K -$36.1K -140 -13%
FFA
2662
Fragasso Financial Advisors
Pennsylvania
$236K – – –
LBA
2663
Lowell Blake & Associates
Massachusetts
$236K – – –
VFA
2664
Values First Advisors
Tennessee
$236K – – –
MFS
2665
Mirabella Financial Services
United Kingdom
$236K +$233K +903 New
EWG
2666
Executive Wealth Group
Washington
$236K – – –
WCFA
2667
Walkner Condon Financial Advisors
Wisconsin
$235K +$231K +897 New
WAAG
2668
Wealth Alliance Advisory Group
Kansas
$234K -$7.22K -28 -3%
RBCM
2669
Raub Brock Capital Management
California
$234K – – –
DAC
2670
Dividend Assets Capital
South Carolina
$234K +$231K +895 New
CFA
2671
Capstone Financial Advisors
Illinois
$233K – – –
BCM
2672
Buckhead Capital Management
Georgia
$232K +$228K +885 New
RA
2673
Riversedge Advisors
Delaware
$232K +$229K +887 New
CMO
2674
Covenant Multifamily Offices
Texas
$231K -$51.6K -200 -18%
AGM
2675
Alpine Global Management
New York
$231K +$227K +882 New
105 106
107
108 109