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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2051
Landmark Financial Advisors
Kentucky
$253K +$262K +5,018 New
CTA
2052
Chesley Taft & Associates
Illinois
$252K -$36.5K -700 -12%
GKWIM
2053
Gerber Kawasaki Wealth & Investment Management
California
$252K +$12.9K +248 +5%
BFG
2054
Barber Financial Group
Kansas
$251K +$4.53K +87 +2%
TIM
2055
Tortoise Investment Management
New York
$250K -$130K -2,489 -33%
BMC
2056
Benin Management Corp
Connecticut
$250K -$28.1K -540 -10%
SIA
2057
Soltis Investment Advisors
Utah
$250K +$2.66K +51 +1%
EWM
2058
Executive Wealth Management
Michigan
$250K +$19.9K +382 +8%
PCMC
2059
Private Capital Management (Colorado)
Colorado
$250K +$21.9K +420 +9%
EA
2060
Eudaimonia Advisors
Tennessee
$250K +$258K +4,959 New
SWA
2061
SOA Wealth Advisors
New York
$249K +$208 +4 +0.1%
SIMG
2062
Sonora Investment Management Group
Arizona
$248K +$257K +4,923 New
SAM
2063
Seelaus Asset Management
New Jersey
$247K -$229K -4,399 -47%
OPOWM
2064
One Plus One Wealth Management
Florida
$247K -$23.1K -444 -8%
PWA
2065
Pillar Wealth Advisors
Pennsylvania
$246K +$255K +4,888 New
DE
2066
Day & Ennis
Georgia
$245K – – –
ASBI
2067
American State Bank (Iowa)
Iowa
$245K +$20.7K +397 +9%
SEIA
2068
Signature Estate & Investment Advisors
California
$244K -$57.2K -1,098 -18%
WH
2069
Willner & Heller
California
$244K +$227K +4,357 New
TF
2070
TimeScale Financial
Massachusetts
$243K -$49.1K -943 -16%
OCM
2071
One Capital Management
California
$243K +$365 +7 +0.1%
FPWM
2072
FSB Premier Wealth Management
Iowa
$243K +$22.4K +429 +10%
RPCONE
2073
Retirement Planning Company of New England
Rhode Island
$243K +$252K +4,837 New
SHGA
2074
Sand Hill Global Advisors
California
$242K +$4.69K +90 +2%
WCG
2075
Weaver Consulting Group
California
$241K – – –
81 82
83
84 85