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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2501
Academy Capital Management
Texas
$221K – – –
PFC
2502
Phocas Financial Corp
California
$220K -$211K -1,172 Closed
AWS
2503
Arkfeld Wealth Strategies
Nebraska
$219K +$230K +1,275 New
VCP
2504
Vista Capital Partners
Oregon
$218K +$209K +1,161 New
CIG
2505
Cairn Investment Group
Washington
$218K +$210K +1,165 New
FA
2506
FCG Advisors
New Jersey
$216K +$207K +1,150 New
RFM
2507
Royal Fund Management
Florida
$215K +$44.7K +248 +28%
FC
2508
Fusion Capital
South Carolina
$215K +$206K +1,142 New
SC
2509
Slow Capital
California
$215K +$206K +1,143 New
RTS
2510
Round Table Services
New Jersey
$215K +$206K +1,144 New
SA
2511
Silversage Advisors
California
$213K +$204K +1,131 New
BMA
2512
Brooks Moore & Associates
Tennessee
$212K +$203K +1,129 New
LWM
2513
Lenox Wealth Management
Ohio
$210K +$13.3K +74 +7%
SC
2514
Schoolcraft Capital
Colorado
$209K +$201K +1,114 New
KFA
2515
Kelleher Financial Advisors
New York
$209K -$20.4K -113 -9%
AF
2516
Apexium Financial
Texas
$209K +$200K +1,111 New
ICM
2517
Islay Capital Management
Texas
$209K +$201K +1,114 New
KFP
2518
KMG Fiduciary Partners
Ohio
$208K +$200K +1,108 New
TFO
2519
Tarbox Family Office
California
$207K -$167K -925 -46%
BWCS
2520
Beirne Wealth Consulting Services
Connecticut
$207K -$25.6K -142 -11%
AIFAIM
2521
American Institute for Advanced Investment Management
Arizona
$206K +$197K +1,094 New
OAM
2522
Occidental Asset Management
California
$206K +$197K +1,095 New
SAM
2523
Strategy Asset Managers
California
$206K +$197K +1,096 New
NC
2524
Northcape Capital
Australia
$206K +$198K +1,099 New
DAM
2525
Doheny Asset Management
California
$205K +$196K +1,090 New
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101
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