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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1201
First Personal Financial Services
North Carolina
$227K -$16.4K -125 -7%
SBL
1202
Sargent Bickham Lagudis
Colorado
$227K +$9.85K +75 +4%
BO
1203
BRR OpCo
Ohio
$224K -$130K -990 -36%
AIM
1204
Anchor Investment Management
South Carolina
$223K +$7.88K +60 +4%
BCPWM
1205
Bradley & Co Private Wealth Management
Florida
$222K – – –
LF
1206
Lantz Financial
Illinois
$220K -$13.8K -105 -6%
GG
1207
Golden Green
South Carolina
$219K -$118K -900 -35%
SAM
1208
SignalPoint Asset Management
Missouri
$219K – – –
APA
1209
Astoria Portfolio Advisors
New York
$219K +$221K +1,685 New
AG
1210
AlphaSimPlex Group
Massachusetts
$217K -$155K -1,180 -41%
SICM
1211
Sustainable Insight Capital Management
New York
$216K -$92.6K -705 -30%
LWA
1212
Lenox Wealth Advisors
New York
$214K -$148K -1,125 -41%
NPA
1213
Nichols & Pratt Advisers
Massachusetts
$214K – – –
CAM
1214
Claret Asset Management
Quebec, Canada
$213K – – –
IHL
1215
Investment House LLC
California
$213K – – –
KA
1216
Kozak & Associates
Colorado
$210K – – –
WCM
1217
Wealthcare Capital Management
Virginia
$210K +$15.8K +120 New
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$209K +$36.1K +275 +21%
JLBC
1219
J.L. Bainbridge & Co
Florida
$208K +$211K +1,605 New
SAM
1220
SP Asset Management
California
$206K -$225K -1,715 -49%
PMFA
1221
Plante Moran Financial Advisors
Michigan
$203K -$13.8K -105 -6%
ACM
1222
Anfield Capital Management
California
$203K – – –
LFA
1223
Legacy Financial Advisors
Kentucky
$202K +$204K +1,555 New
SFO
1224
Standard Family Office
South Dakota
$199K +$202K +1,535 New
CFO
1225
CVA Family Office
Colorado
$198K +$200K +1,525 New
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