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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
2101
WHI Trust
Illinois
$219K – – –
NCM
2102
Novare Capital Management
North Carolina
$219K – – –
EW
2103
Elyxium Wealth
California
$218K -$411K -1,803 -62%
AI
2104
Arrien Investments
Idaho
$218K -$3.87K -17 -2%
NFA
2105
Northern Financial Advisors
Michigan
$218K +$249K +1,095 New
AA
2106
Addison Advisors
Vermont
$218K +$4.33K +19 +2%
TW
2107
Traveka Wealth
California
$218K +$7.74K +34 +3%
TA
2108
TFB Advisors
Kansas
$218K -$121K -533 -33%
MFG
2109
Monte Financial Group
Connecticut
$218K – – –
PPWM
2110
Paragon Private Wealth Management
Kentucky
$217K +$248K +1,090 New
PWM
2111
Pines Wealth Management
North Carolina
$217K -$26.6K -117 -10%
DTL
2112
Dynamic Technology Lab
Singapore
$217K +$248K +1,089 New
LKBC
2113
L.K. Benson & Company
Maryland
$216K – – –
HP
2114
Haven Private
Florida
$216K -$17.1K -75 -6%
CSIA
2115
Conrad Siegel Investment Advisors
Pennsylvania
$216K +$16.6K +73 +7%
SFS
2116
Summit Financial Strategies
Ohio
$216K – – –
GPA
2117
Garrison Point Advisors
California
$215K – – –
PAM
2118
Paradigm Asset Management
New York
$215K – – –
HHGA
2119
Halbert Hargrove Global Advisors
California
$215K +$18K +79 +8%
HBT
2120
Heartland Bank & Trust
Illinois
$215K +$245K +1,078 New
EWM
2121
Evermay Wealth Management
Virginia
$214K +$22.3K +98 +10%
FCM
2122
Firestone Capital Management
Florida
$214K – – –
LFA
2123
Level Financial Advisors
New York
$214K -$1.82K -8 -0.7%
CANC
2124
Culbertson A N & Co
Virginia
$214K +$245K +1,074 New
GRR
2125
Golden Reserve Retirement
Ohio
$214K +$245K +1,074 New
83 84
85
86 87