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Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1826
Newman Dignan & Sheerar Inc
Rhode Island
$355K +$14.4K +130 +5%
ABWM
1827
Alpine Bank Wealth Management
Colorado
$354K +$52.5K +474 +21%
HBT
1828
Hills Bank & Trust
Iowa
$354K – – –
TSW
1829
Thompson Siegel & Walmsley
Virginia
$354K -$11.1K -100 -4%
CPSAC
1830
Chas P. Smith & Associates (CPS)
Florida
$353K -$55.4K -500 -16%
IHL
1831
Investment House LLC
California
$353K – – –
CA
1832
Capital Advantage
California
$353K – – –
EAM
1833
Evanson Asset Management
California
$352K – – –
FWA
1834
FSM Wealth Advisors
Ohio
$352K +$13.2K +119 +5%
SAA
1835
Southeast Asset Advisors
Georgia
$352K +$111 +1 +0%
CIP
1836
Convergence Investment Partners
Florida
$351K -$8.08K -73 -3%
JWS
1837
Juncture Wealth Strategies
Arizona
$351K +$294K +2,656 New
WWM
1838
Walser Wealth Management
Florida
$350K -$1M -9,041 -77%
ABLA
1839
Alan B. Lancz & Associates
Ohio
$349K -$38.8K -350 -12%
BA
1840
Bridgewater Advisors
New York
$349K +$18.4K +166 +5%
ME
1841
McIlrath & Eck
Washington
$348K -$9.08K -82 -3%
HCC
1842
Hirtle Callaghan & Co
Pennsylvania
$348K -$14.2K -128 -5%
GKWIM
1843
Gerber Kawasaki Wealth & Investment Management
California
$348K +$27.7K +250 +10%
ATI
1844
ARK & TLK Investments
Oklahoma
$348K – – –
OBWG
1845
Onyx Bridge Wealth Group
New York
$348K +$111 +1 +0%
SDH
1846
Sloy Dahl & Holst
Washington
$347K – – –
OWA
1847
Opal Wealth Advisors
New York
$346K +$44.4K +401 +18%
RPCONE
1848
Retirement Planning Company of New England
Rhode Island
$346K +$20.5K +185 +8%
BWM
1849
Baron Wealth Management
Michigan
$346K +$290K +2,622 New
CC
1850
Commons Capital
Massachusetts
$345K -$16.3K -147 -5%
72 73
74
75 76