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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2851
Lantz Financial
Illinois
$212K +$170K +998 New
DFA
2852
DHJJ Financial Advisors
Illinois
$211K +$173K +1,013 New
IIM
2853
Ipswich Investment Management
Massachusetts
$210K +$169K +993 New
CAM
2854
Columbia Asset Management
Michigan
$210K -$166K -975 -50%
CF
2855
Crosspoint Financial
California
$209K +$168K +985 New
AAM
2856
Ameraudi Asset Management
New York
$209K -$474K -2,783 -74%
SHWM
2857
Smith & Howard Wealth Management
Georgia
$208K +$167K +980 New
FAG
2858
Financial Advisory Group
Texas
$207K +$167K +978 New
SRWM
2859
Shira Ridge Wealth Management
California
$207K +$166K +977 New
WFA
2860
West Financial Advisors
Iowa
$207K – – –
AAM
2861
American Asset Management
Florida
$207K +$166K +975 New
WSCM
2862
Wellington Shields Capital Management
New York
$206K -$11.2K -66 -6%
OPWM
2863
Oxinas Partners Wealth Management
Indiana
$206K +$165K +970 New
KFI
2864
Key Financial Inc
Pennsylvania
$205K -$7.32K -43 -4%
HCM
2865
Hall Capital Management
Rhode Island
$205K +$165K +968 New
AIM
2866
Alhambra Investment Management
Florida
$205K +$165K +967 New
CWM
2867
Curi Wealth Management
North Carolina
$204K +$164K +964 New
SRC
2868
Shufro Rose & Co
New York
$204K +$164K +964 New
LWMG
2869
Levy Wealth Management Group
Pennsylvania
$204K +$164K +961 New
PWM
2870
Prosperity Wealth Management
California
$203K +$163K +960 New
CWM
2871
Centric Wealth Management
Illinois
$203K -$127K -743 -44%
MWM
2872
Mattern Wealth Management
Kansas
$203K +$163K +959 New
EIG
2873
Ellenbecker Investment Group
Wisconsin
$203K +$163K +959 New
AA
2874
AlphaQ Advisors
Florida
$202K +$163K +955 New
EIA
2875
Edgemoor Investment Advisors
Maryland
$202K +$162K +953 New
113 114
115
116 117