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Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
3926
Wealth Management Solutions
Pennsylvania
$999K -$35.5K -148 -3%
PPW
3927
Pasadena Private Wealth
California
$999K -$7.68K -32 -0.8%
PMG
3928
Private Management Group
California
$997K +$34.6K +144 +4%
CFAM
3929
Coury Firm Asset Management
Pennsylvania
$997K -$18K -75 -2%
MC
3930
McMorgan & Co
California
$995K +$302K +1,260 +44%
FAN
3931
Financial Advisors Network
California
$995K +$135K +562 +16%
FTA
3932
Financial & Tax Architects
Missouri
$995K -$190K -791 -16%
GWSA
3933
Global Wealth Strategies & Associates
Colorado
$990K +$991K +4,128 New
PWS
3934
Paragon Wealth Strategies
Florida
$989K -$40.6K -169 -4%
WAM
3935
Wakefield Asset Management
Colorado
$988K +$989K +4,119 New
AIA
3936
Angeles Investment Advisors
California
$986K +$755K +3,146 +326%
S
3937
swisspartners
Liechtenstein
$985K -$11.6M -48,174 -92%
MA
3938
MAS Advisors
Florida
$984K -$26.9K -112 -3%
AWC
3939
Adamsbrown Wealth Consultants
Kansas
$981K +$80.6K +336 +9%
CWA
3940
CJM Wealth Advisers
Virginia
$981K -$10.3K -43 -1%
BCM
3941
Brainard Capital Management
Texas
$979K +$979K +4,081 New
HWA
3942
Heartwood Wealth Advisors
Virginia
$978K +$406K +1,691 +71%
FWI
3943
Facet Wealth Inc
Maryland
$976K -$111K -461 -11%
KIC
3944
Keating Investment Counselors
Florida
$976K +$977K +4,070 New
SAM
3945
Soditic Asset Management
United Kingdom
$975K – – –
NVIM
3946
New Vernon Investment Management
Illinois
$969K – – –
DM
3947
Diker Management
New York
$968K – – –
HPWA
3948
Hall Private Wealth Advisors
North Carolina
$962K +$424K +1,767 +79%
FWSM
3949
First Wilshire Securities Management
California
$959K – – –
BAG
3950
Briggs Advisory Group
Rhode Island
$957K +$23.5K +98 +3%
156 157
158
159 160