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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1301
Liberty Wealth Management
California
$1.12M -$14.6K -91 -1%
WWM
1302
Wolff Wiese Magana
California
$1.12M +$155K +964 +16%
IIM
1303
Ipswich Investment Management
Massachusetts
$1.11M -$47.3K -294 -4%
ACC
1304
Acorn Creek Capital
Colorado
$1.11M +$296K +1,841 +37%
PA
1305
PFG Advisors
Arizona
$1.11M +$46.8K +291 +4%
MPCL
1306
My Personal CFO LLC
Washington
$1.1M -$19.6K -122 -2%
GPFA
1307
Game Plan Financial Advisors
Ohio
$1.1M -$200K -1,243 -16%
CSIC
1308
Clifford Swan Investment Counsel
California
$1.09M +$57.1K +355 +6%
SSB
1309
Sandy Spring Bank
Maryland
$1.09M +$39.1K +243 +4%
CRI
1310
Colonial River Investments
Virginia
$1.09M +$120K +749 +13%
BFS
1311
Bradley Foster & Sargent
Connecticut
$1.09M +$22.7K +141 +2%
MA
1312
MONECO Advisors
Connecticut
$1.09M +$157K +975 +17%
KCFA
1313
Key Client Fiduciary Advisors
New Jersey
$1.09M +$171K +1,060 +19%
AWM
1314
Ameliora Wealth Management
Switzerland
$1.08M -$15.6K -97 -1%
VT
1315
Vise Technologies
New York
$1.08M +$324K +2,016 +44%
PP
1316
PDS Planning
Ohio
$1.08M +$144K +894 +16%
AWC
1317
Abundance Wealth Counselors
Pennsylvania
$1.08M -$204K -1,270 -16%
ARG
1318
Advisory Resource Group
Oklahoma
$1.08M +$91.5K +569 +9%
HIC
1319
Holderness Investments Company
North Carolina
$1.08M +$98.6K +613 +10%
PA
1320
Probity Advisors
Texas
$1.07M +$14.8K +92 +1%
SI
1321
Symmetry Investments
Jersey
$1.07M -$12.4M -77,260 -92%
CT
1322
Clearstead Trust
Maine
$1.07M +$154K +957 +17%
LOIM
1323
Liberty One Investment Management
Illinois
$1.06M +$49.4K +307 +5%
OC
1324
Opinicus Capital
Florida
$1.06M +$102K +634 +11%
MHS
1325
M Holdings Securities
Oregon
$1.06M +$1.05M +6,541 New
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