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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
2676
Gerber Kawasaki Wealth & Investment Management
California
$272K -$19.5K -400 -7%
CCA
2677
Cottonwood Capital Advisors
Utah
$272K -$79.8K -1,634 -24%
OCM
2678
Objective Capital Management
Ohio
$271K +$18.4K +377 +8%
TA
2679
Trellis Advisors
Washington
$271K +$11.4K +234 +5%
FA
2680
Financial Advisors
Massachusetts
$271K +$49 +1 +0%
WAM
2681
Watershed Asset Management
California
$270K +$252K +5,167 New
BG
2682
Bollard Group
Massachusetts
$267K +$1.95K +40 +0.8%
MAWA
2683
Moss Adams Wealth Advisors
Washington
$267K +$24.8K +507 +11%
SWA
2684
Sax Wealth Advisors
New Jersey
$266K – – –
JF
2685
JSF Financial
California
$266K +$2.1K +43 +0.9%
HFS
2686
Heritage Financial Services
Massachusetts
$265K -$30.3K -620 -11%
WA
2687
WESPAC Advisors
California
$265K +$248K +5,069 New
GCM
2688
Gables Capital Management
Florida
$265K +$5.08K +104 +2%
BSSFA
2689
Baron Silver Stevens Financial Advisors
Florida
$265K – – –
VFG
2690
V2 Financial group
Illinois
$264K -$14.6K -298 -6%
LD
2691
Lipe & Dalton
New York
$264K – – –
HCA
2692
Harbour Capital Advisors
Virginia
$263K – – –
QFA
2693
Quantum Financial Advisors
California
$263K – – –
GI
2694
Gradient Investments
Minnesota
$262K -$24.1K -493 -9%
MPW
2695
MA Private Wealth
California
$262K – – –
AMC
2696
Asset Management Corp
Illinois
$262K -$165K -3,378 -40%
MA
2697
Mosaic Advisors
Texas
$261K – – –
LCM
2698
Lewis Capital Management
California
$261K +$244 +5 +0.1%
RWP
2699
Revolve Wealth Partners
New Jersey
$260K +$32.5K +665 +15%
LC
2700
Lincoln Capital
Nebraska
$259K -$7.08K -145 -3%
106 107
108
109 110