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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2276
Kendall Capital Management
Maryland
$364K +$20.7K +357 +6%
RWG
2277
Regal Wealth Group
California
$360K +$2.09K +36 +0.6%
UCI
2278
Uncommon Cents Investing
Wisconsin
$359K +$8.31K +143 +2%
MPW
2279
Monterey Private Wealth
California
$358K +$16.8K +289 +5%
AO
2280
Advisor OS
Illinois
$356K -$166K -2,865 -32%
OCPWS
2281
One Charles Private Wealth Services
Massachusetts
$355K -$224K -3,852 -39%
VRM
2282
Vectors Research Management
New York
$355K -$21.1K -363 -6%
PRS
2283
Pinkerton Retirement Specialists
Idaho
$355K – – –
VCM
2284
Vigilant Capital Management
Maine
$354K -$11.9K -205 -3%
TCM
2285
Traynor Capital Management
Pennsylvania
$353K +$15.3K +263 +5%
HFP
2286
Holistic Financial Partners
Indiana
$349K -$4.94K -85 -1%
BMC
2287
Benin Management Corp
Connecticut
$349K -$1.16K -20 -0.3%
KWM
2288
Keebeck Wealth Management
Illinois
$348K +$107K +1,837 +46%
PIA
2289
Powell Investment Advisors
Florida
$347K -$22.6K -389 -6%
TFM
2290
TFC Financial Management
Massachusetts
$347K +$339K +5,828 New
AIM
2291
Allen Investment Management
New York
$347K +$339K +5,841 New
AMCA
2292
Arthur M. Cohen & Associates
Illinois
$345K -$106K -1,825 -24%
MFW
2293
Mosaic Family Wealth
Missouri
$345K -$56.4K -971 -14%
BDF
2294
Black Diamond Financial
Maryland
$345K -$12.3K -212 -4%
BWP
2295
BSW Wealth Partners
Colorado
$345K +$10.5K +181 +3%
BWA
2296
Burt Wealth Advisors
Maryland
$344K -$2.32K -40 -0.7%
JFA
2297
JNBA Financial Advisors
Minnesota
$344K – – –
SFSIG
2298
San Francisco Sentry Investment Group
California
$344K +$13.7K +235 +4%
RIS
2299
Retirement Income Solutions
Michigan
$343K +$31K +533 +10%
GFPC
2300
Global Financial Private Client
Florida
$343K -$57.3K -986 -15%
90 91
92
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