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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2301
Burt Wealth Advisors
Maryland
$327K -$9.22K -221 -3%
PCFFS
2302
Pacific Center for Financial Services
California
$327K +$29.8K +715 +11%
KFC
2303
Klingenstein Fields & Co
New York
$327K -$37.7K -903 -11%
EFA
2304
Evernest Financial Advisors
Indiana
$325K -$19.5K -467 -6%
TWM
2305
TCFG Wealth Management
California
$325K +$302K +7,245 New
BTWM
2306
Brass Tax Wealth Management
Ohio
$325K +$32K +767 +12%
KAM
2307
Kraft Asset Management
Tennessee
$324K -$30.3K -727 -9%
MCM
2308
MontVue Capital Management
Virginia
$322K -$46.5K -1,113 -13%
JLBC
2309
J.L. Bainbridge & Co
Florida
$321K +$22K +528 +8%
SWA
2310
SOA Wealth Advisors
New York
$320K +$14.4K +346 +5%
FPCP
2311
Fort Point Capital Partners
California
$320K +$7.64K +183 +3%
BFC
2312
Bedel Financial Consulting
Indiana
$320K -$7.18K -172 -2%
WAG
2313
Winthrop Advisory Group
Massachusetts
$320K -$5.34K -128 -2%
KA
2314
Klingman & Associates
New York
$320K -$15.9K -381 -5%
CCT
2315
Capital City Trust
Florida
$319K +$15K +360 +5%
DWAM
2316
Duncan Williams Asset Management
Tennessee
$318K +$296K +7,082 New
HGWM
2317
Horst & Graben Wealth Management
Oregon
$318K +$295K +7,075 New
MFC
2318
Mechanics Financial Corp
Ohio
$318K -$715K -17,135 -71%
LWCFA
2319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K -$19.6K -470 -6%
SIM
2320
Stratos Investment Management
Ohio
$317K -$751 -18 -0.3%
WW
2321
Waterfront Wealth
Kansas
$316K +$18.3K +438 +6%
RFA
2322
Register Financial Advisors
Georgia
$315K +$2.25K +54 +0.8%
WCFA
2323
Walkner Condon Financial Advisors
Wisconsin
$315K +$81.3K +1,948 +38%
AWC
2324
Adamsbrown Wealth Consultants
Kansas
$315K +$11.2K +268 +4%
PRI
2325
Prepared Retirement Institute
Pennsylvania
$315K -$11.6K -277 -4%
91 92
93
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