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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
2526
Aspire Private Capital
North Carolina
$673K +$18.4K +91 +3%
FBA
2527
Front Barnett Associates
Illinois
$673K – – –
DPI
2528
Diversified Portfolios Inc
Michigan
$671K – – –
GA
2529
GoalVest Advisory
New York
$669K -$687K -3,407 -51%
BWA
2530
Blodgett Wealth Advisors
California
$667K – – –
NSIM
2531
North Star Investment Management
Illinois
$666K +$11.3K +56 +2%
KA
2532
Kearns & Associates
California
$665K +$645K +3,200 New
WMA
2533
Wealth Management Associates
New Jersey
$664K -$68.2K -338 -10%
TCPWM
2534
Traverso Chambers Private Wealth Management
California
$662K -$10.9K -54 -2%
MCM
2535
Morton Capital Management
California
$662K +$15.3K +76 +2%
SFG
2536
SNS Financial Group
Minnesota
$660K +$35.3K +175 +6%
PL
2537
Plancorp LLC
Missouri
$660K -$90.5K -449 -12%
FBC
2538
Fairfield, Bush & Co
Connecticut
$660K +$38.3K +190 +6%
CPA
2539
Cardiff Park Advisors
California
$659K -$81.9K -406 -11%
KCM
2540
Kanawha Capital Management
Virginia
$659K +$80.7K +400 +14%
RW
2541
REDW Wealth
New Mexico
$658K -$53.2K -264 -8%
RCG
2542
Rock Creek Group
District of Columbia
$657K +$104K +514 +19%
WA
2543
Wealth Architects
California
$655K -$25.4K -126 -4%
HC
2544
Hoese & Co
Minnesota
$652K -$2.02K -10 -0.3%
PDM
2545
Penn Davis McFarland
Texas
$651K -$3.43K -17 -0.5%
MWP
2546
Madison Wealth Partners
Wisconsin
$649K +$5.04K +25 +0.8%
IWA
2547
Inspirion Wealth Advisors
Illinois
$648K -$5.04K -25 -0.8%
SB
2548
Sunflower Bank
Texas
$648K -$36.5K -181 -5%
HWA
2549
Heartwood Wealth Advisors
Virginia
$647K +$65.9K +327 +12%
WFI
2550
West Family Investments
California
$641K -$493K -2,445 -44%
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