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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
4301
Corepath Wealth Partners
Arizona
$266K +$3.95K +25 +2%
SPWM
4302
Straight Path Wealth Management
Michigan
$266K +$237K +1,500 New
HWM
4303
Heirloom Wealth Management
Colorado
$266K +$260K +1,645 New
SC
4304
Shearwater Capital
Colorado
$264K +$235K +1,484 New
NWA
4305
Navis Wealth Advisors
New York
$261K -$7.43K -47 -3%
MAM
4306
Magellan Asset Management
Australia
$261K +$26.6K +168 +13%
CAM
4307
Capco Asset Management
Florida
$257K – – –
WFA
4308
Wipfli Financial Advisors
Wisconsin
$256K +$228K +1,443 New
FA
4309
Financial Advantage
Maryland
$256K -$510K -3,229 -69%
FMC
4310
Financial Management Concepts
Florida
$251K – – –
TI
4311
Truehand Inc
New Hampshire
$250K -$7.9K -50 -3%
PFM
4312
Probabilities Fund Management
New York
$249K -$56.9K -360 -20%
APSI
4313
Asset Planning Services Inc
Louisiana
$249K +$221K +1,401 New
SFS
4314
Starfox Financial Services
Texas
$249K +$237K +1,498 New
CWM
4315
Comprehensive Wealth Management
Washington
$245K -$53.3K -337 -20%
FFW
4316
Fusion Family Wealth
New York
$242K -$390K -2,465 -64%
RMSCM
4317
R.M. Sincerbeaux Capital Management
New York
$239K +$213K +1,348 New
PIC
4318
Platt Investment Counsel
Florida
$238K +$212K +1,340 New
ACM
4319
American Capital Management
New York
$234K +$208K +1,316 New
GBA
4320
Garrison Bradford & Associates
New York
$229K +$204K +1,288 New
DFC
4321
DBK Financial Counsel
Ohio
$221K +$197K +1,247 New
BBHC
4322
Brown Brothers Harriman & Co
New York
$220K +$1.73M +10,978 +0.9%
ECM
4323
EMC Capital Management
Texas
$218K +$316 +2 +0.2%
TLFA
4324
True Link Financial Advisors
California
$217K – – –
HNWA
4325
Henrickson Nauta Wealth Advisors
Michigan
$216K +$212K +1,339 New
171 172
173
174 175