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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2701
Bordeaux Wealth Advisors
California
$208K +$21.7K +514 +11%
EAM
2702
Evanson Asset Management
California
$208K -$20.7K -490 -9%
MAA
2703
Mraz Amerine & Associates
California
$208K – – –
CFG
2704
CKW Financial Group
Hawaii
$208K +$2.11K +50 +1%
HP
2705
Hilltop Partners
Indiana
$208K +$14K +332 +7%
JWCA
2706
J.W. Coons Advisors
Ohio
$207K -$5.7K -135 -3%
FPGK
2707
Financial Partners Group (Kansas)
Kansas
$207K -$16.4K -389 -7%
RCP
2708
Rothschild Capital Partners
New York
$206K +$218K +5,160 New
ALA
2709
Atlas Legacy Advisors
California
$206K +$217K +5,143 New
RGF
2710
Retirement Guys Formula
Ohio
$205K -$2.49K -59 -1%
GMFG
2711
Greater Midwest Financial Group
Minnesota
$205K +$4.13K +98 +2%
SPI
2712
Santori & Peters Inc
Pennsylvania
$205K -$12.2K -290 -5%
SIC
2713
Samalin Investment Counsel
New York
$205K -$523K -12,397 -71%
TIM
2714
Total Investment Management
Arizona
$205K +$9.45K +224 +5%
BOS
2715
Bank of Stockton
California
$204K -$17.3K -409 -7%
KCM
2716
Kendall Capital Management
Maryland
$204K +$23.2K +549 +12%
RFW
2717
Rainier Family Wealth
Washington
$204K +$215K +5,095 New
WCM
2718
Windsor Capital Management
Arizona
$204K -$17.9K -424 -8%
JGUA
2719
John G. Ullman & Associates
New York
$203K -$13K -308 -6%
LW
2720
Lauer Wealth
Indiana
$203K -$21.6K -513 -9%
V
2721
ViaWealth
Kansas
$203K -$46.1K -1,093 -18%
WJA
2722
Willis Johnson & Associates
Texas
$202K +$213K +5,048 New
SHFP
2723
Second Half Financial Partners
Florida
$201K -$2.11K -50 -1%
AT
2724
Arlington Trust
Alabama
$201K – – –
FAM
2725
Flaharty Asset Management
Florida
$201K +$84 +2 +0%
107 108
109
110 111