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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2476
Advance Capital Management
Michigan
$550K +$41.1K +1,900 +11%
WSCM
2477
Wellington Shields Capital Management
New York
$550K +$151K +7,000 +55%
RIA
2478
Retirement Investment Advisors
Oklahoma
$550K +$429K +19,800 New
PAM
2479
Peak Asset Management
Colorado
$549K +$866 +40 +0.2%
EIA
2480
Edgemoor Investment Advisors
Maryland
$549K -$52.8K -2,440 -11%
BONH
2481
Bank of New Hampshire
New Hampshire
$549K -$33.3K -1,540 -7%
RIP
2482
RAM Investment Partners
Washington
$548K -$291K -13,440 -41%
PHS
2483
Pekin Hardy Strauss
Illinois
$548K +$74K +3,420 +21%
AL
2484
Aspiriant LLC
California
$546K +$30.9K +1,430 +8%
KIG
2485
Kennedy Investment Group
New Jersey
$543K -$88.3K -4,080 -17%
FFM
2486
Flagstone Financial Management
Nebraska
$543K – – –
MFT
2487
Moisand Fitzgerald Tamayo
Florida
$542K +$32.9K +1,520 +8%
SIAG
2488
Safeguard Investment Advisory Group
California
$541K +$62.3K +2,880 +17%
FWIA
2489
Fort Washington Investment Advisors
Ohio
$538K +$113K +5,240 +37%
FWI
2490
Facet Wealth Inc
Maryland
$536K +$30.3K +1,400 +8%
CHA
2491
Cooper/Haims Advisors
New York
$534K -$433 -20 -0.1%
BWM
2492
Baron Wealth Management
Michigan
$532K – – –
SEC
2493
Seven Eight Capital
New York
$531K +$413K +19,100 New
PHM
2494
Prospect Hill Management
New Jersey
$530K +$433 +20 +0.1%
NRI
2495
NFP Retirement Inc
California
$530K -$14.9K -690 -3%
SLA
2496
Silver Lake Advisory
Utah
$529K +$412K +19,040 New
BPFA
2497
Barnes Pettey Financial Advisors
Mississippi
$529K +$16.9K +780 +4%
CWA
2498
CJM Wealth Advisers
Virginia
$528K – – –
BMC
2499
Benin Management Corp
Connecticut
$528K -$5.41K -250 -1%
F4L
2500
Fortune 45 LLC
Louisiana
$528K -$3.9K -180 -0.9%
98 99
100
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