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Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
3601
Valley Forge Investment Consultants
Pennsylvania
$177K – – –
PWMG
3602
Private Wealth Management Group
New Jersey
$174K +$160K +491 New
RA
3603
Resolute Advisors
California
$173K +$159K +489 New
BEI
3604
Benjamin Edwards Inc
Missouri
$173K +$4.23K +13 +3%
DF
3605
Dunhill Financial
United Kingdom
$173K -$29.3K -90 -16%
GWSA
3606
Global Wealth Strategies & Associates
Colorado
$169K +$1.95K +6 +1%
RDFA
3607
Ritter Daniher Financial Advisory
Ohio
$166K – – –
OC
3608
Oakworth Capital
Alabama
$165K +$32.6K +100 +27%
MFT
3609
Moisand Fitzgerald Tamayo
Florida
$165K -$46.6K -143 -24%
AWM
3610
Abound Wealth Management
Tennessee
$164K +$1.63K +5 +1%
RWM
3611
Raffa Wealth Management
District of Columbia
$164K -$1.3K -4 -0.9%
T
3612
Tidemark
California
$161K +$148K +455 New
BFPW
3613
BOK Financial Private Wealth
Colorado
$157K +$48.8K +150 +51%
AFIA
3614
America First Investment Advisors
Nebraska
$156K – – –
PCMC
3615
Planning Capital Management Corporation
Pennsylvania
$153K +$141K +433 New
MIM
3616
Macroview Investment Management
Maryland
$152K +$77.8K +239 +126%
GC
3617
Globeflex Capital
California
$149K – – –
LIWM
3618
Long Island Wealth Management
New York
$148K +$136K +418 New
BGAI
3619
Bruce G. Allen Investments
Colorado
$147K +$135K +415 New
SA
3620
Scarborough Advisors
Maryland
$146K +$134K +413 New
HDIM
3621
Hanson & Doremus Investment Management
Vermont
$146K -$4.56K -14 -3%
KFS
3622
Kelly Financial Services
Massachusetts
$143K -$977 -3 -0.7%
BFS
3623
Burkett Financial Services
South Carolina
$143K +$131K +403 New
ATC
3624
Advantage Trust Company
Kansas
$142K +$130K +400 New
WOC
3625
West Oak Capital
California
$140K +$32.6K +100 +36%
143 144
145
146 147