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Name Holding Trade Value Shares
Change 		Change in
Stake
MI
3651
Moneywise Inc
Virginia
$517K +$69.6K +542 +15%
SFMG
3652
Sage Financial Management Group
Virginia
$517K +$83.2K +648 +18%
ARTA
3653
A.R.T. Advisors
New York
$517K +$544K +4,236 New
C1AG
3654
Client 1st Advisory Group
Florida
$515K -$20K -156 -4%
NI
3655
NFC Investments
Tennessee
$515K +$48.5K +378 +10%
AIA
3656
Armor Investment Advisors
North Carolina
$514K – – –
HFS
3657
Horizon Financial Services
North Carolina
$511K +$38.5K +300 +8%
BFP
3658
Briaud Financial Planning
Texas
$507K +$516K +4,019 +3,022%
BFA
3659
Bluestem Financial Advisors
Illinois
$504K +$128 +1 +0%
RI
3660
RWWM Inc
California
$502K -$146K -1,140 -22%
CIM
3661
Contravisory Investment Management
Massachusetts
$502K -$56.6K -441 -10%
CBOR
3662
Community Bank of Raymore
Missouri
$502K -$56.5K -440 -10%
CPWM
3663
Cypress Point Wealth Management
Texas
$496K -$805K -6,274 -61%
RBCM
3664
Raub Brock Capital Management
California
$496K – – –
CWA
3665
Cornerstone Wealth Advisors
Minnesota
$496K +$521K +4,058 New
NOCM
3666
Night Owl Capital Management
Connecticut
$491K -$306K -2,387 -37%
BWLSA
3667
Blue Water Life Science Advisors
California
$489K – – –
PP
3668
Peconic Partners
New York
$489K – – –
BAM
3669
Boyar Asset Management
New York
$488K – – –
LFGH
3670
Lee Financial Group Hawaii
Hawaii
$484K +$508K +3,960 New
CWM
3671
CCG Wealth Management
California
$480K +$218K +1,696 +76%
TAM
3672
Tucker Asset Management
Colorado
$478K -$1.03M -8,030 -67%
JFS
3673
JD Financial Services
Pennsylvania
$474K – – –
MWM
3674
McNaughton Wealth Management
California
$471K +$11.3K +88 +2%
SLA
3675
Silver Lake Advisory
Utah
$465K +$257 +2 +0.1%
145 146
147
148 149