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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
BigSur Wealth Management
Florida
$736K – – –
HR
2727
Hardy Reed
Mississippi
$734K – – –
LWM
2728
Lenox Wealth Management
Ohio
$724K +$56.8K +521 +9%
PAM
2729
Premier Asset Management
Illinois
$724K +$117K +1,072 +21%
FA
2730
Fortis Advisors
Pennsylvania
$722K +$75.2K +689 +13%
LWM
2731
Lyons Wealth Management
Florida
$721K -$599K -5,489 -47%
FIA
2732
Foundations Investment Advisors
Arizona
$717K +$283K +2,594 +74%
FIM
2733
Fernwood Investment Management
Massachusetts
$716K -$2.73K -25 -0.4%
CWM
2734
Centric Wealth Management
Illinois
$711K -$21.7K -199 -3%
BIM
2735
Bridgecreek Investment Management
Oklahoma
$711K – – –
PGCM
2736
Prescott Group Capital Management
Oklahoma
$708K – – –
WIC
2737
Wilkins Investment Counsel
Massachusetts
$707K -$65.5K -600 -9%
CHA
2738
Cooper/Haims Advisors
New York
$703K -$21.5K -197 -3%
FAM
2739
Fenimore Asset Management
New York
$701K -$51.3K -470 -7%
TC
2740
TAP Consulting
Missouri
$697K +$645K +5,913 New
CAM
2741
Concorde Asset Management
Michigan
$695K +$67.8K +621 +12%
RF
2742
RHS Financial
California
$694K -$30.4K -279 -5%
KAH
2743
Kathryn A. Hall
$691K +$639K +5,861 New
JWA
2744
JFS Wealth Advisors
Pennsylvania
$687K -$22.4K -205 -3%
DR
2745
Davis Rea
Ontario, Canada
$687K -$9.6K -88 -1%
MFG
2746
Merit Financial Group
Georgia
$686K +$8.95K +82 +1%
TF
2747
TLWM Financial
Texas
$685K -$21.8K -200 -3%
EWM
2748
Elmwood Wealth Management
California
$684K -$255K -2,337 -29%
VCP
2749
Vista Capital Partners
Oregon
$684K -$4.69K -43 -0.7%
TWM
2750
Tolleson Wealth Management
Texas
$684K – – –
108 109
110
111 112