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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1876
Harrington Investments
California
$11.2M -$296K -1,883 -2%
AB
1877
Atlas Brown
Kentucky
$11.2M +$78.5K +500 +0.6%
SIM
1878
Sadoff Investment Management
Wisconsin
$11.2M -$537K -3,420 -4%
IWA
1879
Intercontinental Wealth Advisors
Texas
$11.2M -$853K -5,437 -6%
DI
1880
Diligent Investors
California
$11.2M +$2.51K +16 +0%
TFCP
1881
Twin Focus Capital Partners
Massachusetts
$11.2M -$314K -2,000 -2%
EIM
1882
Ervin Investment Management
Washington
$11.2M -$602K -3,838 -5%
PL
1883
Plancorp LLC
Missouri
$11.1M +$199K +1,269 +2%
MPW
1884
Monterey Private Wealth
California
$11.1M -$655K -4,171 -5%
NB
1885
Nicolet Bankshares
Wisconsin
$11.1M -$188K -1,196 -1%
PWS
1886
Peterson Wealth Services
Utah
$11.1M +$421K +2,683 +3%
SV
1887
Sturgeon Ventures
United Kingdom
$11.1M +$2.62M +16,688 +26%
RPGK
1888
Retirement Planning Group (Kansas)
Kansas
$11.1M +$6.38M +40,629 +103%
PIMJS
1889
PKO Investment Management Joint-Stock
Poland
$11.1M – – –
MF
1890
Manchester Financial
California
$11.1M -$3.61K -23 -0%
MA
1891
Mezzasalma Advisors
New Jersey
$11M +$135K +860 +1%
MWA
1892
Moser Wealth Advisors
Washington
$11M -$457K -2,914 -4%
ATC
1893
Adirondack Trust Company
New York
$11M -$46.8K -298 -0.4%
CI
1894
CX Institutional
Indiana
$11M +$4.13M +26,292 +49%
PWA
1895
Physician Wealth Advisors
Utah
$11M -$23.1K -147 -0.2%
S
1896
Surevest
California
$11M +$1.35M +8,629 +12%
FMI
1897
F/M Investments
District of Columbia
$10.9M -$2.12M -13,500 -15%
TGCMU
1898
Titan Global Capital Management USA
New York
$10.9M -$315K -2,004 -2%
MTWM
1899
Masso Torrence Wealth Management
New Jersey
$10.9M +$108K +688 +0.9%
RFWA
1900
RPg Family Wealth Advisory
Massachusetts
$10.9M -$22.3K -142 -0.2%
74 75
76
77 78