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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1601
Aspiriant LLC
California
$213K +$50.1K +292 +26%
CFA
1602
CWS Financial Advisors
Michigan
$213K – – –
JWM
1603
JGP Wealth Management
Oregon
$213K +$37.7K +220 +19%
CNWM
1604
Clay Northam Wealth Management
California
$212K -$5.14K -30 -2%
TWM
1605
Trueblood Wealth Management
Ohio
$212K +$343 +2 +0.1%
NCM
1606
Novare Capital Management
North Carolina
$212K -$35K -204 -13%
WW
1607
Waterfront Wealth
Kansas
$212K – – –
GCA
1608
Gradient Capital Advisors
California
$212K -$32.9K -192 -12%
AA
1609
ACT Advisors
North Carolina
$211K -$11.3K -66 -5%
CA
1610
Continuum Advisory
Idaho
$211K +$48.2K +281 +23%
LCM
1611
Leisure Capital Management
California
$210K -$9.09K -53 -4%
TVAMP
1612
Tennessee Valley Asset Management Partners
Tennessee
$210K -$3.43K -20 -1%
EFL
1613
ERn Financial LLC
Wisconsin
$209K +$34.3K +200 +17%
BFS
1614
Bradley Foster & Sargent
Connecticut
$209K -$34.3K -200 -13%
B
1615
Bailard
California
$208K -$728K -4,247 -76%
M
1616
MOTCO
Texas
$208K +$8.57K +50 +4%
MAM
1617
Montchanin Asset Management
Delaware
$208K -$1.33M -7,735 -85%
KWMG
1618
King Wealth Management Group
Florida
$208K -$13.7K -80 -6%
CG
1619
CFO4Life Group
Texas
$208K -$3.6K -21 -2%
KIA
1620
Knollwood Investment Advisory
Maryland
$208K – – –
BAM
1621
Berkshire Asset Management
Pennsylvania
$208K – – –
MIM
1622
Marco Investment Management
Georgia
$208K -$37K -216 -14%
CT
1623
Caldwell Trust
Florida
$207K -$191K -1,113 -45%
AWA
1624
Acorn Wealth Advisors
Michigan
$207K -$2.23K -13 -0.9%
IFPG
1625
Intrepid Financial Planning Group
Indiana
$207K -$11.1K -65 -5%
63 64
65
66 67