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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2301
LGT Financial Advisors
Texas
$736K – – –
AG
2302
Appleton Group
Wisconsin
$735K -$66.6K -270 -10%
CA
2303
Crane Advisory
California
$728K +$344K +1,395 +129%
MPI
2304
Mairs & Power Inc
Minnesota
$725K -$22.2K -90 -3%
VWM
2305
Vigilare Wealth Management
Arizona
$724K -$148K -600 -19%
EWA
2306
Encompass Wealth Advisors
Oregon
$723K +$740 +3 +0.1%
FSC
2307
Full Sail Capital
Oklahoma
$722K -$14.1K -57 -2%
TFA
2308
Toth Financial Advisory
Virginia
$722K +$274K +1,110 +79%
FCFC
2309
First Commonwealth Financial Corp
Pennsylvania
$722K -$12.3K -50 -2%
FF
2310
Friedenthal Financial
New Jersey
$719K -$167K -677 -21%
SG
2311
Sharper & Granite
California
$719K – – –
ZCM
2312
Zenyatta Capital Management
Delaware
$717K -$5.55M -22,500 -90%
BCM
2313
Brasada Capital Management
Texas
$717K -$370K -1,500 -38%
PSF
2314
Pacific Sun Financial
California
$717K +$835K +3,383 New
CPSC
2315
Carl P. Sherr & Co
Massachusetts
$711K – – –
QT
2316
Quantamental Technologies
New York
$711K +$611K +2,476 New
GBWM
2317
Granite Bay Wealth Management
New Hampshire
$708K -$108K -437 -15%
CC
2318
Callan Capital
California
$708K -$382K -1,550 -39%
OAM
2319
Oak Asset Management
California
$708K – – –
WKWM
2320
Walter & Keenan Wealth Management
Indiana
$707K +$29.6K +120 +5%
CRI
2321
Colonial River Investments
Virginia
$705K -$404K -1,636 -40%
SN
2322
Sittner & Nelson
Oregon
$701K – – –
OC
2323
Oarsman Capital
Wisconsin
$699K +$9.87K +40 +2%
ICP
2324
Interchange Capital Partners
Pennsylvania
$699K -$497K -2,014 -45%
TWA
2325
TCI Wealth Advisors
Arizona
$699K -$147K -596 -20%
91 92
93
94 95