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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1926
Pacific Center for Financial Services
California
$836K +$124K +2,153 +17%
EA
1927
Emerald Advisors
Washington
$833K +$55.6K +968 +7%
UC
1928
Unio Capital
New Jersey
$832K -$70.5K -1,229 -8%
GPA
1929
Garrison Point Advisors
California
$830K +$57 +1 +0%
AWM
1930
Adams Wealth Management
Utah
$830K +$10.1K +176 +1%
HIM
1931
Hotaling Investment Management
Pennsylvania
$827K -$8.61K -150 -1%
VAM
1932
Verity Asset Management
North Carolina
$825K +$50.2K +874 +6%
DHFB
1933
Dixon Hubard Feinour & Brown
Virginia
$824K -$37.8K -659 -4%
WA
1934
Winfield Associates
Ohio
$822K -$126K -2,200 -13%
RBC
1935
Roble Belko & Company
Pennsylvania
$822K -$11.5K -200 -1%
DAC
1936
Dividend Assets Capital
South Carolina
$822K -$5.05K -88 -0.6%
FFS
1937
Founders Financial Securities
Maryland
$821K +$8.44K +147 +1%
EPWM
1938
Essex Private Wealth Management
Massachusetts
$819K +$287 +5 +0%
SDH
1939
Sloy Dahl & Holst
Washington
$818K +$23.1K +403 +3%
BI
1940
Ballast Inc
Kentucky
$817K +$167K +2,917 +25%
AG
1941
AIA Group
Hong Kong
$816K +$310K +5,399 +59%
CGA
1942
Crescent Grove Advisors
Illinois
$814K +$146K +2,538 +21%
LD
1943
Lipe & Dalton
New York
$811K +$57.4K +1,000 +7%
WA
1944
WP Advisors
California
$810K +$53.2K +927 +7%
WFC
1945
Western Financial Corp
California
$807K -$517 -9 -0.1%
BWM
1946
BCGM Wealth Management
Indiana
$807K +$82K +1,428 +11%
HC
1947
Hamilton Capital
Ohio
$807K +$827K +14,405 New
SJIM
1948
St. Johns Investment Management
Florida
$806K +$32.8K +572 +4%
CAC
1949
Core Alternative Capital
Georgia
$805K +$47.7K +832 +6%
PP
1950
PDS Planning
Ohio
$805K +$221K +3,856 +37%
76 77
78
79 80