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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1926
TOBAM
France
$605K +$310K +6,979 +86%
JAFL
1927
Jay A. Fishman Ltd
Michigan
$604K -$88.7K -2,000 -12%
ATWA
1928
Arbor Trust Wealth Advisors
Michigan
$604K -$33.3K -750 -5%
CWA
1929
Clearview Wealth Advisors
Oregon
$604K +$22.2K +501 +3%
NPF
1930
Norris Perne & French
Michigan
$603K – – –
PFGIA
1931
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$9.49K +214 +1%
SSWM
1932
Sheets Smith Wealth Management
North Carolina
$603K +$161K +3,638 +32%
AT
1933
American Trust
Kentucky
$602K -$18.6K -420 -3%
PCP
1934
Proficio Capital Partners
Massachusetts
$601K -$1.01M -22,704 -59%
BA
1935
Bristlecone Advisors
Washington
$600K -$44.5K -1,003 -6%
BIM
1936
Bridgecreek Investment Management
Oklahoma
$600K – – –
RC
1937
RBF Capital
California
$600K – – –
HNWAG
1938
High Net Worth Advisory Group
Florida
$599K – – –
ZIG
1939
Zullo Investment Group
Pennsylvania
$598K +$133 +3 +0%
VCM
1940
Vivaldi Capital Management
Illinois
$597K -$1.42K -32 -0.2%
EFI
1941
EHP Funds Inc
Canada
$596K +$39.9K +900 +6%
GAG
1942
GM Advisory Group
New York
$595K +$40.7K +918 +7%
WA
1943
Wealth Architects
California
$594K -$1.95K -44 -0.3%
LIG
1944
Lokken Investment Group
Delaware
$594K +$5.01K +113 +0.8%
CCA
1945
Childress Capital Advisors
Texas
$593K -$31.2K -704 -5%
WAS
1946
Wealth Advisory Solutions
Indiana
$593K -$10.6K -238 -2%
TWP
1947
Tempus Wealth Planning
California
$593K +$21.9K +494 +3%
TPW
1948
Transatlantique Private Wealth
New York
$593K +$161K +3,625 +32%
AIM
1949
Athena Investment Management
California
$590K -$9.36K -211 -1%
MMHP
1950
Murphy Middleton Hinkle & Parker
Georgia
$589K -$5.28K -119 -0.8%
76 77
78
79 80