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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1726
Founders Financial Alliance
North Carolina
$405K – – –
PI
1727
PFS Investments
Georgia
$405K +$246K +1,044 New
SFWC
1728
Strategic Family Wealth Counselors
New Jersey
$403K -$24K -102 -6%
EGWAG
1729
Elwood & Goetz Wealth Advisory Group
Georgia
$402K – – –
LFG
1730
Lazard Frères Gestion
France
$402K – – –
MPI
1731
Mairs & Power Inc
Minnesota
$402K – – –
SSCA
1732
South Shore Capital Advisors
Massachusetts
$402K +$2.82K +12 +0.8%
FWM
1733
Fairhaven Wealth Management
Illinois
$402K +$10.6K +45 +3%
RFWA
1734
RPg Family Wealth Advisory
Massachusetts
$402K – – –
CA
1735
Cornerstone Advisory
Maryland
$400K -$69.9K -297 -16%
AMC
1736
Asset Management Corp
Illinois
$399K – – –
PD
1737
Planning Directions
Pennsylvania
$399K +$15.5K +66 +4%
AWA
1738
Acorn Wealth Advisors
Michigan
$398K -$2.82K -12 -0.8%
ACM
1739
Anfield Capital Management
California
$397K -$9.88K -42 -3%
PBF
1740
Petix & Botte Financial
California
$397K +$360K +1,530 New
SWM
1741
Salvus Wealth Management
New Jersey
$395K – – –
SB
1742
Simmons Bank
Arkansas
$395K – – –
FCB
1743
First Command Bank
Texas
$395K +$32.5K +138 +10%
FCFS
1744
First Command Financial Services
Texas
$395K +$32.5K +138 +10%
RQS
1745
Ramsey Quantitative Systems
Kentucky
$394K +$359K +1,524 New
AL
1746
ADE LLC
Maryland
$392K – – –
KC
1747
Kinloch Capital
Virginia
$392K – – –
SC
1748
Sawyer & Company
Massachusetts
$392K – – –
KCM
1749
Karp Capital Management
California
$391K – – –
MIM
1750
Macroview Investment Management
Maryland
$391K – – –
68 69
70
71 72