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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2951
Future Financial Wealth Management
Ohio
$166K +$152K +5,520 New
MAM
2952
McCarthy Asset Management
California
$164K – – –
CSWM
2953
Cassady Schiller Wealth Management
Ohio
$162K +$151K +5,500 New
EWM
2954
Edge Wealth Management
New York
$153K +$55K +2,000 +63%
PCMC
2955
Paragon Capital Management (Colorado)
Colorado
$153K +$143K +5,190 New
VCM
2956
Vigilant Capital Management
Maine
$151K -$83.1K -3,020 -37%
DWA
2957
Delos Wealth Advisors
Texas
$151K +$117K +4,240 +471%
CWM
2958
Cranbrook Wealth Management
Michigan
$149K – – –
AWA
2959
Aquire Wealth Advisors
Utah
$149K +$140K +5,080 New
BLC
2960
Brown, Lisle/Cummings
Rhode Island
$147K +$138K +5,000 New
EWM
2961
Evermay Wealth Management
Virginia
$147K +$22K +800 +19%
PK
2962
Pflug Koory
Nebraska
$147K +$138K +5,000 New
EC
2963
Estate Counselors
Wisconsin
$145K – – –
M
2964
MOTCO
Texas
$142K – – –
SIMG
2965
Stephens Investment Management Group
Texas
$142K – – –
BAM
2966
Bellevue Asset Management
Washington
$141K -$2.75K -100 -2%
ACM
2967
Antonetti Capital Management
Florida
$139K -$14.3K -520 -10%
LPWM
2968
Lake Point Wealth Management
Texas
$136K +$1.1K +40 +0.9%
AA
2969
Addison Advisors
Vermont
$131K +$119K +4,340 +3,617%
TAIM
2970
TD Ameritrade Investment Management
Nebraska
$124K +$116K +4,230 New
MWM
2971
Mascoma Wealth Management
New Hampshire
$122K +$52K +1,890 +84%
RA
2972
Rise Advisors
New York
$121K +$114K +4,130 New
SAM
2973
Strategic Asset Management
Minnesota
$121K +$13.5K +490 +13%
PPWM
2974
PFG Private Wealth Management
Florida
$120K -$18.7K -680 -14%
BCM
2975
Blume Capital Management
California
$118K – – –
117 118
119
120 121