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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
2201
Zullo Investment Group
Pennsylvania
$553K -$201K -4,086 -28%
WFM
2202
Wolff Financial Management
Michigan
$553K -$4.92K -100 -0.9%
WMS
2203
Wealth Management Solutions
Pennsylvania
$553K +$29.3K +596 +6%
PIM
2204
Platinum Investment Management
Australia
$551K -$885 -18 -0.2%
SSWM
2205
Strait & Sound Wealth Management
California
$551K -$91K -1,851 -15%
SAM
2206
S.A. Mason
Michigan
$550K – – –
LAM
2207
Lingohr Asset Management
Germany
$550K – – –
CG
2208
Clarus Group
Texas
$549K +$99.7K +2,026 +24%
TWI
2209
Thomas White International
Illinois
$549K – – –
GF
2210
Gries Financial
Ohio
$548K -$6.44K -131 -1%
WFA
2211
Wade Financial Advisory
California
$548K – – –
FPCP
2212
Fort Point Capital Partners
California
$546K +$9K +183 +2%
PSP
2213
Principal Street Partners
Tennessee
$545K -$4.43K -90 -0.8%
CWA
2214
Clearview Wealth Advisors
Oregon
$544K -$5.36K -109 -1%
SAM
2215
Seelaus Asset Management
New Jersey
$544K -$28.5K -580 -5%
BWA
2216
Bordeaux Wealth Advisors
California
$542K +$516K +10,483 New
BCM
2217
Boltwood Capital Management
California
$541K – – –
KFP
2218
KB Financial Partners
New Jersey
$541K -$103K -2,103 -17%
TA
2219
TrueWealth Advisors
Alabama
$540K +$23K +468 +5%
JWWM
2220
Johnson & White Wealth Management
Pennsylvania
$540K -$492 -10 -0.1%
SXL
2221
Summit X LLC
Missouri
$540K -$91.8K -1,866 -15%
LWM
2222
Ledge Wealth Management
Minnesota
$539K -$33K -670 -6%
IDBONY
2223
Israel Discount Bank of New York
New York
$538K -$96.1K -1,954 -16%
AA
2224
Alta Advisers
United Kingdom
$538K – – –
SFWA
2225
Summit Financial Wealth Advisors
Louisiana
$538K -$17.4K -354 -3%
87 88
89
90 91