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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1901
Legacy Financial Advisors
Kentucky
$207K +$9.08K +24 +3%
MGAM
1902
McGowan Group Asset Management
Texas
$206K -$2.27K -6 -0.8%
CIP
1903
Convergence Investment Partners
Florida
$205K -$14.8K -39 -5%
ZIG
1904
Zullo Investment Group
Pennsylvania
$205K +$3.03K +8 +1%
AWM
1905
Angeles Wealth Management
California
$205K +$64.7K +171 +30%
PFA
1906
Pathway Financial Advisors
Vermont
$204K – – –
WCWM
1907
Willow Creek Wealth Management
California
$204K – – –
CWP
1908
Concord Wealth Partners
Virginia
$204K +$21.2K +56 +8%
CCM
1909
CTC Capital Management
Illinois
$204K +$280K +740 New
FCA
1910
FinTrust Capital Advisors
South Carolina
$203K -$74.2K -196 -22%
IC
1911
Inscription Capital
Texas
$203K -$41.2K -109 -13%
GCA
1912
Gradient Capital Advisors
California
$202K +$278K +734 New
JWM
1913
Janiczek Wealth Management
Colorado
$201K +$54.5K +144 +26%
WWP
1914
WR Wealth Planners
Missouri
$200K +$8.7K +23 +3%
FFG
1915
Ford Financial Group
California
$200K – – –
GC
1916
Garde Capital
Washington
$189K – – –
GCS
1917
Gordian Capital (Singapore)
Singapore
$189K – – –
TIA
1918
Tiemann Investment Advisors
California
$188K -$47.3K -125 -15%
WTA
1919
Washington Trust Advisors
Massachusetts
$186K -$36.3K -96 -12%
FPFS
1920
First Personal Financial Services
North Carolina
$184K +$13.6K +36 +6%
HI
1921
Harbour Investments
Wisconsin
$178K – – –
SWA
1922
SOA Wealth Advisors
New York
$172K – – –
KI
1923
Kapitalo Investimentos
Brazil
$165K – – –
ANBT
1924
American National Bank & Trust
Texas
$160K -$1.19M -3,135 -84%
PMFA
1925
Plante Moran Financial Advisors
Michigan
$159K -$16.3K -43 -7%
75 76
77
78 79