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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2051
Fenimore Asset Management
New York
$362K – – –
TF
2052
Trek Financial
Arizona
$361K -$175K -6,617 -34%
W
2053
WealthOne
New York
$361K -$13K -489 -4%
GLA
2054
Great Lakes Advisors
Illinois
$360K -$2.41M -90,905 -88%
RIS
2055
Retirement Income Solutions
Michigan
$360K +$97.1K +3,664 +41%
WA
2056
Wealth Architects
California
$359K -$21.3K -805 -6%
BFA
2057
Brendel Financial Advisors
New Hampshire
$359K +$14K +529 +4%
DCM
2058
Driehaus Capital Management
Illinois
$359K +$333K +12,553 New
PD
2059
Planning Directions
Pennsylvania
$358K -$100K -3,784 -23%
UCI
2060
Uncommon Cents Investing
Wisconsin
$358K – – –
WC
2061
Weil Company
California
$357K – – –
SWAG
2062
Spectrum Wealth Advisory Group
California
$356K -$108K -4,081 -25%
RW
2063
REDW Wealth
New Mexico
$355K -$121K -4,551 -27%
WAS
2064
Winch Advisory Services
Wisconsin
$355K -$2.91K -110 -0.9%
TWM
2065
Titus Wealth Management
California
$352K +$15.2K +575 +5%
FBA
2066
Front Barnett Associates
Illinois
$351K -$4.93K -186 -1%
GJIC
2067
Gamble Jones Investment Counsel
California
$350K -$2.57K -97 -0.8%
FPB
2068
First PREMIER Bank
South Dakota
$350K +$14.6K +550 +5%
HA
2069
Harborview Advisors
Maine
$348K +$874 +33 +0.3%
BSA
2070
Bull Street Advisors
Georgia
$348K +$323K +12,191 New
Aristotle Capital Management
2071
Aristotle Capital Management
California
$347K +$5.62K +212 +2%
AC
2072
Avestar Capital
New York
$345K +$203K +7,666 +175%
EIA
2073
Eldridge Investment Advisors
New Hampshire
$344K +$159 +6 +0%
HFP
2074
Holistic Financial Partners
Indiana
$343K -$244K -9,195 -43%
MIH
2075
Meitav Investment House
Israel
$342K -$114K -4,312 -26%