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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2051
Wealthstream Advisors
New York
$552K +$20.6K +66 +4%
LFGH
2052
Lee Financial Group Hawaii
Hawaii
$552K +$424K +1,362 New
WFA
2053
Wellspring Financial Advisors
Ohio
$551K +$18.7K +60 +4%
KA
2054
Klingman & Associates
New York
$551K +$47.7K +153 +11%
PCA
2055
Peddock Capital Advisors
Massachusetts
$550K – – –
CBA
2056
Coastal Bridge Advisors
Connecticut
$548K -$412K -1,323 -46%
AWA
2057
Aletheian Wealth Advisors
Washington
$548K +$161K +516 +51%
WC
2058
Whitney & Co
New York
$547K +$49.5K +159 +12%
KWM
2059
Kolinsky Wealth Management
New Jersey
$547K +$130K +417 +38%
KPWG
2060
KFA Private Wealth Group
Virginia
$546K +$57K +183 +14%
JMF
2061
Johnson Midwest Financial
Iowa
$546K +$100K +321 +27%
IA
2062
Integrity Advisory
Kansas
$546K +$474K +1,521 New
AL
2063
ADE LLC
Maryland
$544K -$9.34K -30 -2%
WB
2064
Webster Bank
Connecticut
$543K -$18.7K -60 -4%
ACK
2065
Andrew C. Karlinski
$542K – – –
CCM
2066
Check Capital Management
California
$540K – – –
LSC
2067
Lyon Street Capital
California
$539K -$187K -600 -29%
AWM
2068
Activest Wealth Management
Florida
$539K -$14K -45 -3%
BC
2069
Belmont Capital
California
$539K – – –
GWM
2070
Gitterman Wealth Management
New Jersey
$539K – – –
HFAS
2071
Hummer Financial Advisory Services
Illinois
$539K – – –
WFAG
2072
Wescott Financial Advisory Group
Pennsylvania
$539K +$467K +1,500 New
GITFIT
2073
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$539K +$467K +1,500 New
FBFS
2074
First Business Financial Services
Wisconsin
$538K +$466K +1,497 New
AO
2075
Advisor OS
Illinois
$537K -$159K -510 -25%
81 82
83
84 85