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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2076
Keynote Financial Services
Connecticut
$412K +$457K +2,341 New
LA
2077
Latitude Advisors
Florida
$411K -$51.2K -262 -10%
DTL
2078
Dynamic Technology Lab
Singapore
$411K -$149K -762 -25%
REMPR
2079
Roof Eidam Maycock Peralta (REMP)
California
$411K -$11.7K -60 -3%
LWM
2080
LongView Wealth Management
Georgia
$411K +$11.7K +60 +3%
BMO
2081
Beck Mack & Oliver
New York
$410K – – –
TCWM
2082
Total Clarity Wealth Management
Illinois
$409K -$154K -786 -25%
NWM
2083
NRI Wealth Management
California
$409K -$35K -179 -7%
SWM
2084
Sugarloaf Wealth Management
Georgia
$409K – – –
EAM
2085
Empirical Asset Management
Massachusetts
$408K +$1.29M +6,605 New
OC
2086
Opinicus Capital
Florida
$408K -$22.7K -116 -5%
WA
2087
Wealthstream Advisors
New York
$407K -$46.1K -236 -9%
BEW
2088
Burton Enright Welch
California
$407K +$391 +2 +0.1%
KPWG
2089
KFA Private Wealth Group
Virginia
$407K +$105K +539 +30%
OC
2090
Oakworth Capital
Alabama
$406K – – –
WC
2091
Weil Company
California
$406K +$21.7K +111 +5%
LF
2092
LifeSteps Financial
California
$405K -$16K -82 -3%
PFA
2093
Professional Financial Advisors
Nebraska
$405K +$97.5K +499 +28%
SOAMC
2094
Spirit of America Management Corp
New York
$404K – – –
VFG
2095
Victory Financial Group
Texas
$404K +$58.2K +298 +15%
SWM
2096
Silverlake Wealth Management
Vermont
$404K -$43.6K -223 -9%
FCM
2097
Firestone Capital Management
Florida
$404K +$19.7K +101 +5%
ATWA
2098
Arbor Trust Wealth Advisors
Michigan
$403K -$3.91K -20 -0.8%
RFS
2099
Richardson Financial Services
Massachusetts
$403K +$140K +715 +45%
DSC
2100
Duncker Streett & Co
Missouri
$403K -$46.9K -240 -9%
82 83
84
85 86