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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2601
Nvest Financial
New Hampshire
$271K +$259K +5,697 New
HFS
2602
Heritage Financial Services
Massachusetts
$271K +$259K +5,691 New
LA
2603
Latitude Advisors
Florida
$271K +$259K +5,691 New
OWP
2604
Obermeyer Wealth Partners
Colorado
$270K +$10.7K +234 +4%
CMI
2605
Clare Market Investments
Texas
$270K -$61.2K -1,345 -19%
ERWM
2606
Elk River Wealth Management
Colorado
$269K -$21K -462 -8%
RWMH
2607
Riverpoint Wealth Management Holdings
Illinois
$269K +$2.19K +48 +0.9%
MAM
2608
Montchanin Asset Management
Delaware
$269K -$36.4K -800 -12%
CAM
2609
CPA Asset Management
Florida
$269K +$257K +5,642 New
UL
2610
Unionview LLC
Washington
$268K -$1.77K -39 -0.7%
SEP
2611
Southland Equity Partners
Missouri
$268K +$9.56K +210 +4%
GKWIM
2612
Gerber Kawasaki Wealth & Investment Management
California
$267K -$24.4K -537 -9%
WFA
2613
WMG Financial Advisors
Tennessee
$267K -$6.05K -133 -2%
BWG
2614
Beta Wealth Group
California
$267K +$18.2K +400 +8%
BBA
2615
Braun-Bostich & Associates
Pennsylvania
$266K +$255K +5,592 New
WWMSC
2616
Wagner Wealth Management (South Carolina)
South Carolina
$266K -$8.15K -179 -3%
NRI
2617
NFP Retirement Inc
California
$265K -$5.55K -122 -2%
GSIAS
2618
Garden State Investment Advisory Services
New Jersey
$265K +$253K +5,561 New
LIA
2619
LBMC Investment Advisors
Tennessee
$265K -$19.6K -430 -7%
AWM
2620
Abound Wealth Management
Tennessee
$265K -$142K -3,113 -36%
FCMT
2621
Founders Capital Management (Texas)
Texas
$264K – – –
BSI
2622
Bennett Selby Investments
Maine
$264K +$252K +5,536 New
DWM
2623
Defined Wealth Management
Oregon
$263K – – –
EIA
2624
Edgemoor Investment Advisors
Maryland
$263K -$16.4K -361 -6%
GI
2625
Gradient Investments
Minnesota
$263K -$13.3K -292 -5%
103 104
105
106 107