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Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
2601
Guinness Atkinson Asset Management
California
$297K – – –
CWM
2602
Cahaba Wealth Management
Georgia
$294K +$2.13K +26 +0.8%
AA
2603
Apriem Advisors
California
$294K +$26.1K +318 +10%
RBC
2604
Roble Belko & Company
Pennsylvania
$292K +$42K +512 +18%
FFW
2605
Fusion Family Wealth
New York
$292K +$244K +2,975 +610%
DPI
2606
Diversified Portfolios Inc
Michigan
$290K -$52K -634 -16%
LFG
2607
Larson Financial Group
Missouri
$288K +$277K +3,371 New
SFG
2608
StrategIQ Financial Group
Indiana
$287K +$16.4K +200 +6%
RIS
2609
Retirement Income Solutions
Michigan
$287K +$275K +3,350 New
BWM
2610
BigSur Wealth Management
Florida
$286K +$1.64K +20 +0.6%
LWA
2611
Lowe Wealth Advisors
Maryland
$283K +$82 +1 +0%
KFA
2612
Kabarec Financial Advisors
Illinois
$282K +$270K +3,294 New
NI
2613
NFC Investments
Tennessee
$281K – – –
HCM
2614
Harvest Capital Management
New Hampshire
$280K – – –
CWM
2615
Catamount Wealth Management
Connecticut
$280K +$4.02K +49 +2%
TCM
2616
Towercrest Capital Management
Pennsylvania
$276K +$4.68K +57 +2%
FPGK
2617
Financial Partners Group (Kansas)
Kansas
$276K +$264K +3,221 New
ACM
2618
Avalon Capital Management
California
$269K -$11K -134 -4%
AIS
2619
AlphaOne Investment Services
Pennsylvania
$266K +$256K +3,115 New
SAS
2620
Stelac Advisory Services
New York
$264K -$6.32K -77 -2%
RCG
2621
Ruggie Capital Group
Florida
$263K +$20.5K +250 +9%
BWM
2622
Brickley Wealth Management
California
$263K +$252K +3,070 New
CM
2623
Capital Management
Virginia
$261K +$4.02K +49 +2%
SPI
2624
Santori & Peters Inc
Pennsylvania
$261K +$244K +2,971 New
EM
2625
Emancipation Management
New York
$260K -$57.4K -700 -17%
103 104
105
106 107