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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1926
Westover Capital Advisors
Delaware
$267K +$280K +2,694 New
LCM
1927
Lewis Capital Management
California
$267K – – –
SCA
1928
Stuart Chaussee & Associates
California
$266K – – –
DCBT
1929
Dakota Community Bank & Trust
North Dakota
$264K -$8.2K -79 -3%
DWM
1930
Destination Wealth Management
California
$264K -$78.6K -757 -22%
WSC
1931
Wellington Shields & Co
New York
$264K – – –
JFA
1932
JNBA Financial Advisors
Minnesota
$264K +$2.6K +25 +0.9%
LCM
1933
Liberty Capital Management
Michigan
$264K – – –
FFG
1934
Frisch Financial Group
New York
$263K +$15.3K +147 +6%
HFS
1935
Hantz Financial Services
Michigan
$262K -$21.4K -206 -7%
FAT
1936
First American Trust
California
$262K -$1.56K -15 -0.6%
CPRC
1937
Consolidated Portfolio Review Corp
New York
$260K -$11.7K -113 -4%
EWM
1938
Endowment Wealth Management
Wisconsin
$260K +$12.4K +119 +5%
PWMG
1939
Prestige Wealth Management Group
New Jersey
$259K -$9.55K -92 -3%
SPWG
1940
Syntegra Private Wealth Group
Missouri
$258K +$3.22K +31 +1%
PCMC
1941
Private Capital Management (Colorado)
Colorado
$258K -$9.45K -91 -3%
AM
1942
Atwater Malick
Pennsylvania
$258K – – –
IDBONY
1943
Israel Discount Bank of New York
New York
$258K – – –
QCM
1944
Qsemble Capital Management
New York
$258K +$270K +2,600 New
CAWM
1945
Capital Advisors Wealth Management
Washington
$257K +$48.8K +470 +22%
CA
1946
Carson Advisory
Georgia
$257K +$3.74K +36 +1%
TCPWM
1947
Traverso Chambers Private Wealth Management
California
$256K +$104 +1 +0%
GFP
1948
Gryphon Financial Partners
Ohio
$255K +$27.4K +264 +11%
AWM
1949
AllSquare Wealth Management
New York
$254K – – –
CFC
1950
Coyle Financial Counsel
Illinois
$254K – – –
76 77
78
79 80