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Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
3051
Butensky & Cohen Financial Security
Florida
$5.16M -$453K -2,597 -9%
CFCI
3052
Comprehensive Financial Consultants Institutional
Indiana
$5.15M -$341K -1,955 -7%
RCA
3053
Reitz Capital Advisors
Michigan
$5.15M -$5.4K -31 -0.1%
WWC
3054
Waypoint Wealth Counsel
Georgia
$5.15M -$6.86M -39,374 -60%
CBNLCF
3055
Cognios Beta Neutral Large Cap Fund
Kansas
$5.14M – – –
SW
3056
Signify Wealth
Missouri
$5.14M +$702K +4,028 +18%
AWM
3057
Arista Wealth Management
Nevada
$5.14M -$34.9K -200 -0.7%
AWA
3058
Archvest Wealth Advisors
California
$5.13M -$214K -1,227 -4%
MMHP
3059
Murphy Middleton Hinkle & Parker
Georgia
$5.12M -$122K -701 -3%
LWP
3060
Lumature Wealth Partners
Georgia
$5.12M -$27.2K -156 -0.6%
WDL
3061
Well Done LLC
Michigan
$5.12M -$886K -5,084 -16%
LW
3062
Libra Wealth
California
$5.12M – – –
MCM
3063
Mendel Capital Management
Arkansas
$5.12M +$32.9K +189 +0.7%
HP
3064
Hilltop Partners
Indiana
$5.11M +$964K +5,530 +27%
MPCL
3065
My Personal CFO LLC
Washington
$5.1M +$182K +1,047 +4%
KAM
3066
Karani Asset Management
New York
$5.09M +$361K +2,071 +9%
LNWTC
3067
Laird Norton Wetherby Trust Company
Washington
$5.08M +$174 +1 +0%
WI
3068
WrapManager Inc
California
$5.08M +$284K +1,631 +7%
PWM
3069
Prosperity Wealth Management
California
$5.06M +$39.6K +227 +0.9%
PAM
3070
Paradigm Asset Management
New York
$5.06M -$4.72M -27,100 -51%
KIA
3071
Knollwood Investment Advisory
Maryland
$5.05M – – –
ODIJL
3072
One Day In July LLC
Vermont
$5.05M -$95.8K -550 -2%
LRWA
3073
Long Run Wealth Advisors
New York
$5.05M -$265K -1,521 -6%
SCP
3074
Stamos Capital Partners
California
$5.05M -$1.49M -8,570 -25%
QWM
3075
Quaker Wealth Management
New Jersey
$5.05M -$85.2K -489 -2%
121 122
123
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