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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1901
TRUE Private Wealth Advisors
Oregon
$939K -$397K -7,358 -30%
MWPCG
1902
Measured Wealth Private Client Group
New Hampshire
$939K +$208K +3,864 +28%
ECG
1903
Edge Capital Group
Georgia
$938K -$114K -2,104 -11%
AA
1904
Addison Advisors
Vermont
$937K +$26.7K +495 +3%
SIC
1905
Sterling Investment Counsel
New York
$936K -$2.37K -44 -0.3%
LCM
1906
Liberty Capital Management
Michigan
$933K – – –
GAA
1907
Green Alpha Advisors
Colorado
$933K -$166K -3,083 -15%
APG
1908
Abacus Planning Group
South Carolina
$932K -$8.09K -150 -0.9%
LA
1909
Legacy Advisors
Pennsylvania
$930K +$339K +6,283 +57%
ICM
1910
IMS Capital Management
Oregon
$928K +$863 +16 +0.1%
CGA
1911
Crescent Grove Advisors
Illinois
$927K +$51.6K +957 +6%
GI
1912
GAMCO Investors
Connecticut
$927K -$32.5K -602 -3%
TLCM
1913
Twin Lakes Capital Management
California
$922K +$6.64K +123 +0.7%
RBFC
1914
Roman Butler Fullerton & Co
Missouri
$921K -$29.7K -550 -3%
EA
1915
Emerald Advisors
Washington
$919K +$8.42K +156 +0.9%
JSW
1916
Journey Strategic Wealth
New Jersey
$918K -$128K -2,364 -12%
TWP
1917
Tempus Wealth Planning
California
$915K -$165K -3,060 -15%
WEG
1918
World Equity Group
Illinois
$915K -$5.5K -102 -0.6%
FW
1919
FirstPurpose Wealth
Utah
$915K -$114K -2,105 -11%
MFS
1920
Monetta Financial Services
Illinois
$914K – – –
MSWM
1921
McGlone Suttner Wealth Management
Wisconsin
$913K +$30.8K +571 +3%
CPA
1922
Cardiff Park Advisors
California
$912K +$28.4K +527 +3%
AAM
1923
Aureus Asset Management
Massachusetts
$910K +$109K +2,012 +13%
GAG
1924
GM Advisory Group
New York
$910K -$647 -12 -0.1%
KFA
1925
Kelleher Financial Advisors
New York
$909K -$130K -2,414 -12%
75 76
77
78 79