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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1951
Planning Directions
Pennsylvania
$307K +$345K +1,922 New
MFG
1952
Monte Financial Group
Connecticut
$304K -$255K -1,422 -43%
RM
1953
Resource Management
Louisiana
$303K -$154K -856 -31%
11A
1954
10-15 Associates
New York
$303K -$18K -100 -5%
AWA
1955
Acorn Wealth Advisors
Michigan
$303K +$5.03K +28 +2%
SGK
1956
Steigerwald Gordon & Koch
Virginia
$303K +$17.2K +96 +5%
LCM
1957
Leisure Capital Management
California
$303K +$340K +1,896 New
TSW
1958
Thompson Siegel & Walmsley
Virginia
$302K -$18K -100 -5%
HA
1959
Hamel Associates
New Jersey
$302K +$40.4K +225 +14%
CCM
1960
Chickasaw Capital Management
Tennessee
$302K +$339K +1,890 New
PC
1961
Pecaut & Co
Iowa
$300K -$20.6K -115 -6%
EMFAT
1962
Emerald Mutual Fund Advisers Trust
Pennsylvania
$300K +$337K +1,878 New
SPWA
1963
SteelBridge Private Wealth Advisors
Florida
$299K +$18.1K +101 +6%
MA
1964
MANA Advisors
New York
$297K -$1.7M -9,484 -84%
BWA
1965
BDO Wealth Advisors
Florida
$297K -$117K -650 -26%
PTC
1966
Petrus Trust Company
Texas
$297K +$334K +1,861 New
NCM
1967
Nelson Capital Management
California
$296K – – –
ACM
1968
AlphaStar Capital Management
North Carolina
$295K -$31.1K -173 -9%
CA
1969
Crewe Advisors
Utah
$295K +$114K +637 +53%
NC
1970
NewSquare Capital
Pennsylvania
$295K +$156K +870 +89%
EWF
1971
Epstein & White Financial
California
$293K +$21.5K +120 +7%
IIC
1972
Ironwood Investment Counsel
Arizona
$292K +$11.1K +62 +4%
OWA
1973
One Wealth Advisors
California
$292K +$224K +1,250 +217%
LFA
1974
Legacy Financial Advisors
Kentucky
$290K -$8.8K -49 -3%
PCA
1975
Peddock Capital Advisors
Massachusetts
$290K +$34.5K +192 +12%
77 78
79
80 81