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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2151
Shilanski & Associates
Alaska
$426K +$21.2K +1,020 +5%
FAM
2152
Flaharty Asset Management
Florida
$425K -$4.15K -200 -1%
KTC
2153
Kistler-Tiffany Companies
Pennsylvania
$424K -$329K -15,840 -44%
WDG
2154
Wealth Dimensions Group
Ohio
$423K +$52.1K +2,510 +14%
RSWM
2155
Robertson Stephens Wealth Management
California
$422K -$1.13M -54,460 -73%
CCA
2156
Cobblestone Capital Advisors
New York
$422K -$120K -5,770 -22%
TA
2157
TruWealth Advisors
Louisiana
$421K -$1.04K -50 -0.2%
HR
2158
Hayden Royal
North Carolina
$420K -$556K -26,780 -57%
MCM
2159
Monument Capital Management
Virginia
$416K -$413K -19,870 -50%
GWA
2160
GGM Wealth Advisors
Maryland
$416K +$12.5K +600 +3%
SC
2161
Solstein Capital
California
$415K – – –
BHIA
2162
Birch Hill Investment Advisors
Massachusetts
$414K – – –
CFC
2163
Coyle Financial Counsel
Illinois
$414K – – –
RFP
2164
Roth Financial Partners
Texas
$414K – – –
LWA
2165
Lineweaver Wealth Advisors
Ohio
$414K +$623 +30 +0.2%
CCM
2166
CAAS Capital Management
New York
$414K +$415K +20,000 New
COI
2167
Connable Office Inc
Michigan
$414K +$415K +20,000 New
MCP
2168
Mirador Capital Partners
California
$413K +$43.2K +2,080 +12%
VCM
2169
Vivaldi Capital Management
Illinois
$410K -$1.23M -59,340 -75%
BCP
2170
Berkeley Capital Partners
Georgia
$410K +$42.2K +2,030 +11%
CWP
2171
Concord Wealth Partners
Virginia
$409K -$190K -9,140 -32%
HFG
2172
Heron Financial Group
New York
$409K -$19.5K -940 -5%
PDM
2173
Penn Davis McFarland
Texas
$409K +$22.4K +1,080 +6%
WAM
2174
WNY Asset Management
New York
$407K – – –
QAM
2175
Q3 Asset Management
Michigan
$407K +$408K +19,660 New
85 86
87
88 89