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Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
2201
R.W. Roge & Company
New York
$396K +$387K +13,419 New
MFW
2202
Meristem Family Wealth
Minnesota
$395K – – –
SCM
2203
Sterneck Capital Management
Missouri
$395K – – –
BIM
2204
Beach Investment Management
Pennsylvania
$394K -$146K -5,044 -27%
WA
2205
Wealth Architects
California
$394K +$22.2K +768 +6%
TCM
2206
Tradewinds Capital Management
Washington
$393K +$120K +4,143 +45%
CG
2207
Cynosure Group
Utah
$392K – – –
LC
2208
Landaas & Company
Wisconsin
$391K – – –
LFM
2209
Lumina Fund Management
New York
$391K – – –
BHB
2210
Bank Hapoalim BM
Israel
$389K -$36.1K -1,251 -9%
HIS
2211
Horizon Investment Services
Indiana
$389K -$3.81K -132 -1%
LFA
2212
Landmark Financial Advisors
Kentucky
$388K -$722 -25 -0.2%
RW
2213
REDW Wealth
New Mexico
$388K +$20.5K +711 +6%
PMG
2214
Private Management Group
California
$386K +$8.06K +279 +2%
VC
2215
Veracity Capital
Georgia
$386K +$377K +13,073 New
KCM
2216
Kendall Capital Management
Maryland
$385K -$27.5K -953 -7%
GWM
2217
GSB Wealth Management
Connecticut
$385K – – –
RPG
2218
Resource Planning Group
Georgia
$384K +$42.2K +1,460 +13%
SRC
2219
Sage Rhino Capital
California
$383K -$3.09K -107 -0.8%
LF
2220
LifeSteps Financial
California
$382K +$374K +12,951 New
IDBONY
2221
Israel Discount Bank of New York
New York
$382K +$374K +12,953 New
ACA
2222
Affinity Capital Advisors
California
$382K +$374K +12,957 New
IAA
2223
Ironsides Asset Advisors
North Carolina
$381K – – –
FPGK
2224
Financial Partners Group (Kansas)
Kansas
$381K +$2.31K +80 +0.6%
SWAG
2225
Spectrum Wealth Advisory Group
California
$381K +$13.5K +469 +4%
87 88
89
90 91