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Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1801
Werba Rubin Papier Wealth Management
California
$302K +$83.2K +369 +36%
TIA
1802
Traphagen Investment Advisors
New Jersey
$301K +$2.25K +10 +0.7%
ACA
1803
Affinity Capital Advisors
California
$300K -$83.6K -371 -21%
SCG
1804
Sonata Capital Group
Washington
$300K +$50.5K +224 +19%
NG
1805
Novem Group
New York
$298K -$718K -3,184 -70%
CIG
1806
Cairn Investment Group
Washington
$298K – – –
MCM
1807
Morton Capital Management
California
$297K – – –
KCFA
1808
Key Client Fiduciary Advisors
New Jersey
$297K – – –
MCCP
1809
Mission Creek Capital Partners
California
$296K +$928K +4,118 New
KCM
1810
KRS Capital Management
Michigan
$296K +$91.3K +405 +42%
AWA
1811
Acorn Wealth Advisors
Michigan
$296K +$451 +2 +0.1%
QC
1812
Quent Capital
New York
$296K +$14.4K +64 +5%
PAM
1813
PCG Asset Management
New Jersey
$296K -$16.9K -75 -5%
PMG
1814
ProVise Management Group
Florida
$296K +$61.1K +271 +25%
CFA
1815
Cahill Financial Advisors
Minnesota
$296K +$64.7K +287 +27%
KFA
1816
Kapstone Financial Advisors
Ohio
$295K -$57.3K -254 -16%
HL
1817
HeadInvest LLC
Maine
$294K -$15.8K -70 -5%
BFG
1818
Beacon Financial Group
Texas
$293K +$306K +1,359 New
SFGP
1819
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$293K +$1.58K +7 +0.5%
MWP
1820
Meridian Wealth Partners
Pennsylvania
$293K -$100K -445 -25%
HCM
1821
Hollencrest Capital Management
California
$291K +$34.7K +154 +13%
DAM
1822
Deltec Asset Management
New York
$291K – – –
AFA
1823
AA Financial Advisors
Ohio
$291K +$304K +1,349 New
PWA
1824
Physician Wealth Advisors
Utah
$291K +$29.8K +132 +11%
LFS
1825
Littlejohn Financial Services
Oregon
$291K -$19.4K -86 -6%
71 72
73
74 75