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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1451
Ackerman Capital Advisors
Texas
$310K +$325K +3,506 New
DLG
1452
Daniel L. Goodwin
$309K – – –
WOC
1453
West Oak Capital
California
$309K – – –
WCWM
1454
Willow Creek Wealth Management
California
$309K – – –
NCM
1455
Northside Capital Management
Oregon
$308K +$323K +3,481 New
TFO
1456
Tarbox Family Office
California
$307K – – –
PCMC
1457
Private Capital Management (Colorado)
Colorado
$306K – – –
FWP
1458
FAS Wealth Partners
Kansas
$304K +$3.25K +35 +1%
TYCC
1459
Texas Yale Capital Corp
Florida
$303K -$27.8K -300 -8%
CBFP
1460
Cedar Brook Financial Partners
Ohio
$303K -$11.1K -120 -3%
WPP
1461
Whalerock Point Partners
Rhode Island
$302K +$1.39K +15 +0.4%
MFW
1462
Meristem Family Wealth
Minnesota
$302K +$71.2K +768 +29%
HCMNY
1463
Howard Capital Management (New York)
New York
$301K -$23.2K -250 -7%
NL
1464
NKCFO LLC
Illinois
$301K – – –
PWW
1465
Pettyjohn Wood & White
Virginia
$300K – – –
EAM
1466
Evanson Asset Management
California
$299K +$27.9K +301 +10%
IWC
1467
Integrated Wealth Concepts
Massachusetts
$298K -$9.18K -99 -3%
GLLW
1468
Graves Light Lenhart Wealth
Virginia
$296K – – –
DOA
1469
D'Orazio & Associates
Virginia
$295K -$3.52K -38 -1%
ZF
1470
Zhang Financial
Michigan
$295K +$74.8K +807 +32%
MBT
1471
Montecito Bank & Trust
California
$294K – – –
TA
1472
Thor Advisors
New York
$293K +$307K +3,310 New
BS
1473
Bessemer Securities
New York
$292K – – –
GIM
1474
Groesbeck Investment Management
New Jersey
$292K +$2.78K +30 +0.9%
EF
1475
Empirical Finance
Pennsylvania
$292K +$4.54K +49 +2%
57 58
59
60 61