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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2526
Stiles Financial Services
Minnesota
$11M -$128K -571 -1%
BWS
2527
Buck Wealth Strategies
Colorado
$11M -$1.29M -5,767 -11%
MAM
2528
Milestone Asset Management
Pennsylvania
$11M +$2.45M +10,950 +30%
WFA
2529
WestHill Financial Advisors
California
$11M +$1.73M +7,751 +20%
GCIM
2530
Gunn & Company Investment Management
Florida
$11M -$106M -475,038 -91%
IAG
2531
Investmark Advisory Group
Connecticut
$11M +$4.47K +20 +0%
BP
2532
BWM Planning
Texas
$10.9M +$10.5M +46,934 New
PP
2533
Patron Partners
Texas
$10.9M -$285K -1,277 -3%
TSS
2534
Thomas Story & Son
Indiana
$10.9M -$356K -1,595 -3%
RFWA
2535
RPg Family Wealth Advisory
Massachusetts
$10.9M +$164K +734 +2%
AEPWM
2536
Atlantic Edge Private Wealth Management
Florida
$10.9M -$119K -535 -1%
CCFM
2537
Clear Creek Financial Management
Washington
$10.9M -$84.6K -379 -0.8%
GWM
2538
GSB Wealth Management
Connecticut
$10.9M -$31.7K -142 -0.3%
GPFA
2539
Game Plan Financial Advisors
Ohio
$10.9M -$24.3K -109 -0.2%
PC
2540
Pecaut & Co
Iowa
$10.9M -$2.59M -11,596 -20%
CA
2541
Centerpoint Advisors
Massachusetts
$10.9M +$210K +941 +2%
SH
2542
SeaTown Holdings
Singapore
$10.9M +$10.4M +46,722 New
CB
2543
Chris Bulman
California
$10.9M -$55.6K -249 -0.5%
CC
2544
Cornerstone Capital
California
$10.9M -$180K -807 -2%
SKK
2545
Shepherd Kaplan Krochuk
Massachusetts
$10.8M -$286K -1,282 -3%
AAMA
2546
Advanced Asset Management Advisors
Ohio
$10.8M – – –
ATIA
2547
American Trust Investment Advisors
New Hampshire
$10.8M -$257K -1,149 -2%
SA
2548
Sage Advisors
Colorado
$10.8M +$397K +1,778 +4%
AWP
2549
Abacus Wealth Partners
California
$10.8M +$1.87M +8,352 +22%
EG
2550
Ellerson Group
Maryland
$10.8M -$275K -1,231 -3%
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