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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3501
Port Capital
Illinois
$550K +$33K +342 +7%
SC
3502
Seldon Capital
California
$550K – – –
RWMG
3503
Redwood Wealth Management Group
New Jersey
$549K +$12.1K +125 +2%
BA
3504
Ballew Advisors
Mississippi
$548K -$9.47K -98 -2%
EL
3505
EWA LLC
Pennsylvania
$548K +$480K +4,970 New
AAM
3506
Auxier Asset Management
Oregon
$546K – – –
BIP
3507
Blueprint Investment Partners
North Carolina
$546K +$210K +2,173 +70%
AIA
3508
AIMZ Investment Advisors
California
$545K – – –
HP
3509
HT Partners
Connecticut
$543K +$8.79K +91 +2%
ETIA
3510
Epic Trust Investment Advisors
Washington
$542K -$57.5K -595 -10%
UW
3511
Unique Wealth
Florida
$541K +$6.96K +72 +1%
BWM
3512
BlackDiamond Wealth Management
New York
$540K -$34.3K -355 -6%
AAM
3513
Austin Asset Management
Texas
$540K -$52.5K -543 -9%
PDM
3514
Penn Davis McFarland
Texas
$539K +$5.22K +54 +1%
AFO
3515
Allie Family Office
Florida
$538K – – –
JCM
3516
J2 Capital Management
Michigan
$538K -$3.87K -40 -0.8%
CPCM
3517
Cardinal Point Capital Management
Ontario, Canada
$537K +$149K +1,540 +42%
CPWMP
3518
Cardinal Point Wealth Management Partners
California
$537K +$149K +1,540 +42%
CCG
3519
Chatham Capital Group
Georgia
$537K -$32.8K -340 -6%
ASI
3520
Advisory Services & Investments
Oregon
$536K +$142K +1,473 +40%
AWA
3521
Acorn Wealth Advisors
Michigan
$536K -$13.5K -140 -3%
PFM
3522
Peak Financial Management
Massachusetts
$534K -$12.2K -126 -2%
TA
3523
Townsend & Associates
Colorado
$533K +$269K +2,784 +122%
HWA
3524
Heartwood Wealth Advisors
Virginia
$533K +$92K +952 +23%
FAFN
3525
First Affirmative Financial Network
Colorado
$533K -$113K -1,166 -18%
139 140
141
142 143