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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2801
Cahill Financial Advisors
Minnesota
$699K +$43.5K +970 +6%
MCA
2802
MSH Capital Advisors
Arizona
$698K -$64.1K -1,430 -8%
FWM
2803
FMB Wealth Management
California
$697K +$38.5K +860 +6%
AIA
2804
Alternative Investment Advisors
Florida
$697K +$718K +16,020 New
ICA
2805
Infrastructure Capital Advisors
New York
$696K +$423K +9,450 +144%
PCC
2806
Park Circle Company
Maryland
$696K – – –
BMC
2807
Benin Management Corp
Connecticut
$696K +$44.8K +1,000 +7%
PSP
2808
Pacific Sage Partners
Washington
$694K +$105K +2,350 +17%
CAL
2809
Capital Advisors Ltd
Ohio
$692K – – –
NRW
2810
Nova R Wealth
Kansas
$690K -$117K -2,620 -14%
CWM
2811
Cherrydale Wealth Management
New Jersey
$689K +$13.9K +310 +2%
MAP
2812
Moody Aldrich Partners
Massachusetts
$689K +$698K +15,570 New
BW
2813
BIP Wealth
Georgia
$689K +$106K +2,370 +18%
KOC
2814
Koss-Olinger Consulting
Florida
$687K -$470K -10,490 -40%
NRS
2815
Neville Rodie & Shaw
New York
$687K – – –
NCM
2816
Northwest Capital Management
Oregon
$686K -$31.4K -700 -4%
PCM
2817
Poehling Capital Management
Wisconsin
$686K – – –
PFA
2818
Pathway Financial Advisers
Indiana
$686K +$707K +15,770 New
BBA
2819
Braun-Bostich & Associates
Pennsylvania
$686K +$456K +10,180 +182%
HPWM
2820
High Pines Wealth Management
Massachusetts
$685K -$214K -4,780 -23%
NRI
2821
NFP Retirement Inc
California
$683K +$68.1K +1,520 +11%
WAM
2822
Weinberger Asset Management
California
$682K +$30.9K +690 +5%
TIM
2823
Total Investment Management
Arizona
$682K +$202K +4,510 +40%
SIC
2824
Shoker Investment Counsel
Ohio
$682K +$42.6K +950 +6%
CCMI
2825
Creative Capital Management Investments
California
$679K – – –
111 112
113
114 115