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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWA
1926
Meadow Creek Wealth Advisors
Georgia
$674K +$652K +1,130 New
AWM
1927
Aprio Wealth Management
Georgia
$674K +$53.1K +92 +9%
KFA
1928
Krane Funds Advisors
New York
$673K +$651K +1,128 New
FTA
1929
Financial & Tax Architects
Missouri
$672K -$153K -266 -19%
ICP
1930
Interchange Capital Partners
Pennsylvania
$672K -$117K -203 -15%
VCP
1931
Verus Capital Partners
Arizona
$671K +$86.5K +150 +15%
EAM
1932
Evanson Asset Management
California
$671K -$115K -200 -15%
KC
1933
Knuff & Co
California
$671K – – –
NG
1934
Northstar Group
New York
$671K – – –
RIM
1935
Rakuten Investment Management
Japan
$671K +$649K +1,126 New
PBK
1936
Peoples Bank (Kansas)
Kansas
$671K -$54.8K -95 -8%
9WM
1937
9258 Wealth Management
Ohio
$669K -$187K -325 -22%
WWM
1938
Wolff Wiese Magana
California
$669K -$52.5K -91 -8%
SGCA
1939
Steel Grove Capital Advisors
Tennessee
$669K +$72.7K +126 +13%
KA
1940
Kozak & Associates
Colorado
$668K +$30.6K +53 +5%
I
1941
InceptionR
California
$668K -$226K -391 -26%
PCIG
1942
Partners Capital Investment Group
Massachusetts
$667K -$49K -85 -7%
DFA
1943
Delta Financial Advisors
Louisiana
$665K +$132K +228 +26%
AMBIA
1944
Allen Mooney & Barnes Investment Advisors
Georgia
$663K +$21.3K +37 +3%
CAMV
1945
Concord Asset Management (Virginia)
Virginia
$662K +$243K +422 +61%
WA
1946
Wealth Architects
California
$661K +$31.1K +54 +5%
CA
1947
Claro Advisors
Massachusetts
$660K +$49K +85 +8%
PCMH
1948
Polymer Capital Management (HK)
Hong Kong
$659K +$637K +1,105 New
RZH
1949
Relyea Zuckerberg Hanson
Connecticut
$658K +$55.4K +96 +10%
PBC
1950
Pavion Blue Capital
California
$657K – – –
76 77
78
79 80