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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1851
ICW Investment Advisors
Arizona
$999K -$22.9K -385 -2%
RW
1852
Rede Wealth
Virginia
$999K +$1.01M +17,010 New
FFA
1853
Freedman Financial Associates
Massachusetts
$999K +$1.01M +17,011 New
PWPS
1854
Pinnacle Wealth Planning Services
Ohio
$997K +$9.27K +156 +0.9%
NFP
1855
Novak Financial Planning
Maryland
$997K +$1.01M +16,963 New
PWM
1856
Purus Wealth Management
California
$996K +$1.01M +16,959 New
CPA
1857
Clear Perspective Advisors
Illinois
$993K -$77.3K -1,302 -7%
HA
1858
HYA Advisors
Missouri
$993K +$47.6K +802 +5%
TFCM
1859
Taylor Frigon Capital Management
Arizona
$992K -$8.91K -150 -0.9%
LGA
1860
Lebenthal Global Advisors
New York
$992K +$1M +16,893 New
RAM
1861
Redmond Asset Management
Virginia
$991K -$6K -101 -0.6%
GA
1862
GoalVest Advisory
New York
$990K +$1M +16,857 New
AR
1863
Advisory Research
Illinois
$987K -$148K -2,485 -13%
CWM
1864
Connecticut Wealth Management
Connecticut
$985K -$20.6K -346 -2%
KFC
1865
Klingenstein Fields & Co
New York
$980K +$38.5K +648 +4%
AWM
1866
Affinity Wealth Management
Delaware
$978K +$475 +8 +0%
HIM
1867
Hotaling Investment Management
Pennsylvania
$976K +$372K +6,262 +61%
VAG
1868
VisionPoint Advisory Group
Texas
$974K -$4.6M -77,413 -82%
CFA
1869
CWS Financial Advisors
Michigan
$971K -$32.8K -552 -3%
KFGK
1870
Keystone Financial Group (Kentucky)
Kentucky
$970K -$20K -336 -2%
YIA
1871
YHB Investment Advisors
Connecticut
$970K +$84K +1,415 +9%
BS
1872
Bessemer Securities
New York
$969K – – –
MWM
1873
Merriman Wealth Management
Washington
$967K +$598K +10,074 +158%
GCMG
1874
Gyroscope Capital Management Group
Florida
$963K +$124K +2,087 +15%
FA
1875
Financial Advisors
Massachusetts
$960K +$200K +3,364 +26%
73 74
75
76 77