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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
3676
Crestline Management
Texas
$2.92M +$3.09M +17,000 New
SM
3677
Sensible Money
Arizona
$2.91M -$104K -574 -3%
CIA
3678
Caerus Investment Advisors
Texas
$2.91M -$173K -950 -5%
HHGA
3679
Halbert Hargrove Global Advisors
California
$2.91M -$255K -1,401 -8%
AIA
3680
Affinity Investment Advisors
California
$2.9M -$407K -2,236 -12%
SWM
3681
SilverOak Wealth Management
Minnesota
$2.9M -$48.9K -269 -2%
RSWA
3682
Robinson Smith Wealth Advisors
Maine
$2.9M -$847K -4,657 -22%
CWMU
3683
Caliber Wealth Management (Utah)
Utah
$2.9M +$37.6K +207 +1%
VFP
3684
Verus Financial Partners
Virginia
$2.89M -$202K -1,110 -6%
R
3685
Rebalance
California
$2.89M -$81.8K -450 -3%
PS
3686
Planned Solutions
California
$2.89M +$17.8K +98 +0.6%
OCG
3687
Opus Capital Group
Ohio
$2.89M +$1.09K +6 +0%
SWA
3688
Strata Wealth Advisors
Texas
$2.89M +$731K +4,018 +31%
CMANY
3689
Capital Management Associates (New York)
New York
$2.88M -$290K -1,595 -9%
IAMOG
3690
Investors Asset Management of Georgia
Georgia
$2.88M -$64.9K -357 -2%
AWM
3691
AllSquare Wealth Management
New York
$2.88M -$36.4K -200 -1%
TAM
3692
Tucker Asset Management
Colorado
$2.88M +$157K +865 +5%
JTWM
3693
Jackson Thornton Wealth Management
Alabama
$2.88M -$89.6K -493 -3%
ICP
3694
Interchange Capital Partners
Pennsylvania
$2.88M +$197K +1,086 +7%
DFS
3695
Dixon Fnancial Services
California
$2.87M -$36.4K -200 -1%
TCMP
3696
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.87M -$885K -4,866 -23%
JIC
3697
JRM Investment Counsel
Nebraska
$2.87M +$36.5K +201 +1%
NMM
3698
Naples Money Management
Florida
$2.87M -$228K -1,255 -7%
CFC
3699
Coyle Financial Counsel
Illinois
$2.87M +$11.3K +62 +0.4%
GIM
3700
Greylin Investment Management
Virginia
$2.87M +$11.1K +61 +0.4%
146 147
148
149 150