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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3151
Certus Wealth Management
California
$4.78M +$194K +1,065 +4%
HT
3152
HAP Trading
New York
$4.78M +$5.07M +27,863 New
MPCL
3153
My Personal CFO LLC
Washington
$4.77M +$58.5K +322 +1%
CA
3154
Cortland Associates
Missouri
$4.76M -$53.3K -293 -1%
PC
3155
Permanens Capital
New York
$4.76M +$1.04M +5,703 +26%
PMA
3156
Prudent Man Advisors
Illinois
$4.75M -$43.1K -237 -0.9%
SA
3157
SFI Advisors
New Jersey
$4.73M -$13.5K -74 -0.3%
CPCM
3158
Cardinal Point Capital Management
Ontario, Canada
$4.72M +$598K +3,290 +14%
HG
3159
Herbst Group
Connecticut
$4.71M -$286K -1,574 -5%
RHP
3160
Royal Harbor Partners
Texas
$4.71M +$384K +2,112 +8%
MS
3161
Marshall & Sullivan
Washington
$4.71M +$2.36K +13 +0%
AIC
3162
Argus Investors Counsel
New York
$4.7M +$25.5K +140 +0.5%
LF
3163
Lantz Financial
Illinois
$4.7M +$294K +1,615 +6%
WMG
3164
WESCAP Management Group
California
$4.69M +$8.73K +48 +0.2%
CCM
3165
Connective Capital Management
California
$4.69M – – –
AC
3166
Addison Capital
Pennsylvania
$4.69M +$220K +1,208 +5%
WOC
3167
West Oak Capital
California
$4.69M -$83.5K -459 -2%
PFA
3168
Pinnacle Family Advisors
Missouri
$4.69M -$95.3K -524 -2%
CWA
3169
Centennial Wealth Advisory
Michigan
$4.67M +$219K +1,207 +5%
TA
3170
Tactive Advisors
Florida
$4.67M +$2.87M +15,798 +138%
BC
3171
Bowman & Company
Wisconsin
$4.66M -$49.8K -274 -1%
CH
3172
Canton Hathaway
Rhode Island
$4.66M -$879K -4,836 -15%
CASC
3173
Coppell Advisory Solutions Corp
Texas
$4.66M +$4.94M +27,168 New
LFM
3174
LGT Fund Management
Liechtenstein
$4.65M +$216K +1,188 +5%
SG
3175
Somerset Group
Minnesota
$4.63M -$1.57M -8,638 -24%
125 126
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128 129