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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2451
Wealth Architects
California
$2.54M -$3.3M -19,140 -55%
FP
2452
Fiduciary Planning
Florida
$2.54M +$756K +4,380 +40%
ACM
2453
Allred Capital Management
Texas
$2.54M +$117K +680 +5%
KFS
2454
Kaizen Financial Strategies
California
$2.54M +$2.66M +15,440 New
GA
2455
Geller Advisors
New York
$2.53M -$890K -5,160 -25%
PCG
2456
Private Capital Group
Connecticut
$2.53M +$24.1K +140 +0.9%
WAM
2457
Wolverine Asset Management
Illinois
$2.53M +$2.66M +15,400 New
AIL
2458
AGF Investments LLC
Ontario, Canada
$2.53M -$759K -4,400 -22%
CST
2459
Charles Schwab Trust
Nevada
$2.53M +$448K +2,600 +20%
BPGAM
2460
BTG Pactual Global Asset Management
Bermuda
$2.52M -$6.34M -36,740 -71%
NSB
2461
Norway Savings Bank
Maine
$2.52M +$179K +1,040 +7%
AWM
2462
Accurate Wealth Management
Florida
$2.51M +$179K +1,040 +7%
MSA
2463
Marino Stram & Associates
Massachusetts
$2.51M -$13.2M -76,300 -83%
TCBWMS
2464
Texas Capital Bank Wealth Management Services
Texas
$2.5M -$44.8K -260 -2%
EA
2465
Elm Advisors
California
$2.5M – – –
BMCM
2466
Bryn Mawr Capital Management
Pennsylvania
$2.5M +$124K +720 +5%
KA
2467
Kozak & Associates
Colorado
$2.5M +$2.43M +14,080 New
COF
2468
Capital One Financial
Virginia
$2.49M -$62.1K -360 -2%
XSC
2469
X-Square Capital
Puerto Rico
$2.49M +$486K +2,820 +23%
LWM
2470
Liberty Wealth Management
California
$2.49M +$545K +3,160 +27%
DAM
2471
Delta Asset Management
Tennessee
$2.48M – – –
VFPI
2472
Vantage Financial Partners (Illinois)
Illinois
$2.48M +$138K +800 +6%
ACM
2473
Ashford Capital Management
Delaware
$2.48M – – –
AWP
2474
Accretive Wealth Partners
New Jersey
$2.47M +$573K +3,320 +28%
CAGAS
2475
Capital Advisory Group Advisory Services
Minnesota
$2.47M +$41.4K +240 +2%
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