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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1626
FRG Family Wealth Advisors
Washington
$13.8M -$209K -1,459 -1%
CPA
1627
Capital Planning Advisors
California
$13.8M +$160K +1,123 +1%
WC
1628
Westhampton Capital
North Carolina
$13.7M -$122K -857 -0.8%
BONH
1629
Bank of New Hampshire
New Hampshire
$13.7M -$388K -2,714 -3%
HA
1630
Hamel Associates
New Jersey
$13.7M -$174K -1,215 -1%
MCP
1631
Mirador Capital Partners
California
$13.7M -$2.42M -16,965 -14%
WAS
1632
WESPAC Advisors SoCal
California
$13.7M +$112K +785 +0.8%
CA
1633
Claro Advisors
Massachusetts
$13.7M +$672K +4,702 +5%
TWA
1634
TCI Wealth Advisors
Arizona
$13.6M +$166K +1,162 +1%
NM
1635
NWI Management
New York
$13.6M +$1M +7,000 +7%
CBT
1636
Central Bank & Trust
Kentucky
$13.6M +$184K +1,286 +1%
JEST
1637
JTC Employer Solutions Trustee
Jersey
$13.6M – – –
NAMM
1638
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.6M +$384K +2,686 +3%
PCMK
1639
Paragon Capital Management (Kansas)
Kansas
$13.6M -$153K -1,074 -1%
GCA
1640
Gradient Capital Advisors
California
$13.6M -$222K -1,550 -1%
ACM
1641
AlphaStar Capital Management
North Carolina
$13.6M -$740K -5,179 -5%
EIM
1642
Essex Investment Management
Massachusetts
$13.6M -$388K -2,717 -3%
RC
1643
RBO & Co
California
$13.6M +$60K +420 +0.4%
CBFP
1644
Cedar Brook Financial Partners
Ohio
$13.6M +$223K +1,562 +2%
WIA
1645
Westbourne Investment Advisors
Maryland
$13.5M -$296K -2,071 -2%
EIP
1646
Ellis Investment Partners
Pennsylvania
$13.5M -$24K -168 -0.2%
IC
1647
Inscription Capital
Texas
$13.5M -$260K -1,818 -2%
AIA
1648
AIMZ Investment Advisors
California
$13.5M +$693K +4,852 +5%
SCM
1649
Sterneck Capital Management
Missouri
$13.5M -$713K -4,988 -5%
SIM
1650
Sentry Investment Management
Wisconsin
$13.5M -$273K -1,909 -2%
64 65
66
67 68