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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$479K +$69K +1,350 +17%
CFA
1302
Carroll Financial Associates
North Carolina
$478K -$157K -3,070 -25%
LHC
1303
Little House Capital
Massachusetts
$478K +$463K +9,050 New
9WM
1304
9258 Wealth Management
Ohio
$477K +$34.8K +680 +8%
MFA
1305
Mayflower Financial Advisors
Massachusetts
$476K +$8.18K +160 +2%
CBFP
1306
Cedar Brook Financial Partners
Ohio
$475K -$4.09K -80 -0.9%
SAM
1307
Silvercrest Asset Management
New York
$473K – – –
TFGT
1308
TS Financial Group (TSFG)
Illinois
$470K – – –
KFP
1309
KB Financial Partners
New Jersey
$470K +$359K +7,030 +376%
UAS
1310
United Asset Strategies
New York
$469K +$1.02K +20 +0.2%
SFM
1311
Signet Financial Management
New Jersey
$466K +$18.4K +360 +4%
BPCE
1312
Bank Pictet & Cie (Europe)
Germany
$465K – – –
BFS
1313
Bard Financial Services
Connecticut
$465K +$25.6K +500 +6%
EHC
1314
Everett Harris & Co
California
$464K -$9.71K -190 -2%
KPWG
1315
KFA Private Wealth Group
Virginia
$464K +$26.6K +520 +6%
WWM
1316
WJ Wealth Management
Arizona
$463K -$30.2K -590 -6%
EAM
1317
Evanson Asset Management
California
$463K +$3.07K +60 +0.7%
VFM
1318
Vivid Financial Management
California
$461K +$12.3K +240 +3%
RWP
1319
RWA Wealth Partners
Massachusetts
$460K -$6.64K -130 -1%
SIC
1320
Samalin Investment Counsel
New York
$460K -$1.02K -20 -0.2%
IA
1321
IFG Advisors
Missouri
$459K – – –
GSWM
1322
Golden State Wealth Management
California
$457K -$228K -4,460 -34%
LA
1323
LVW Advisors
New York
$454K +$40.4K +790 +10%
PIMG
1324
Patriot Investment Management Group
Tennessee
$453K -$583K -11,400 -57%
SWA
1325
Stratos Wealth Advisors
Ohio
$453K +$176K +3,450 +67%
51 52
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