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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2451
LifeSteps Financial
California
$231K +$9.42K +50 +4%
FC
2452
Financial Consulate
Maryland
$231K +$20.3K +108 +8%
RWM
2453
RKL Wealth Management
Pennsylvania
$231K +$24.3K +129 +10%
CC
2454
Callan Capital
California
$231K +$270K +1,433 New
KLI
2455
Kelman-Lazarov Inc
Tennessee
$230K -$231K -1,225 -46%
USGIU
2456
U.S. Global Investors (USGI)
Texas
$230K -$175K -931 -40%
QAM
2457
QCI Asset Management
New York
$230K -$2.83K -15 -1%
LC
2458
Lincoln Capital
Nebraska
$230K – – –
CHJWM
2459
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K +$239K +1,267 New
PC
2460
Peavine Capital
Nevada
$229K -$63.3K -336 -19%
NPT
2461
Nixon Peabody Trust
Massachusetts
$229K – – –
SWRP
2462
Summit Wealth & Retirement Planning
California
$229K +$268K +1,422 New
DLHL
2463
Donald L. Hagan LLC
Florida
$227K -$9.61K -51 -4%
SAM
2464
Stewart Asset Management
New York
$227K – – –
MWM
2465
MinichMacGregor Wealth Management
New York
$227K +$258K +1,369 New
FCA
2466
FinTrust Capital Advisors
South Carolina
$226K -$5.46K -29 -2%
CCG
2467
Chatham Capital Group
Georgia
$226K -$4.71K -25 -2%
MAP
2468
Milestone Advisory Partners
North Carolina
$226K – – –
W
2469
WealthOne
New York
$226K +$264K +1,401 New
SQA
2470
Simon Quick Advisors
New Jersey
$223K -$39.7K -211 -13%
DPI
2471
Diversified Portfolios Inc
Michigan
$223K – – –
IDBONY
2472
Israel Discount Bank of New York
New York
$223K – – –
SAM
2473
Strategy Asset Managers
California
$222K +$53.5K +284 +26%
AWM
2474
Aprio Wealth Management
Georgia
$222K +$259K +1,375 New
CA
2475
Cumberland Advisors
Florida
$221K – – –
97 98
99
100 101