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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2226
Armstrong Fleming & Moore
District of Columbia
$466K +$5.51K +116 +1%
FWM
2227
Foguth Wealth Management
Michigan
$466K +$130K +2,747 +39%
STA
2228
Smith Thornton Advisors
Alabama
$465K +$465K +9,785 New
UB
2229
Umpqua Bank
Oregon
$465K +$32.5K +684 +8%
CF
2230
Clarity Financial
Texas
$464K +$23.2K +488 +5%
TA
2231
TrueWealth Advisors
Alabama
$464K -$19.1K -402 -4%
IP
2232
Ignite Planners
California
$464K -$4.27K -90 -0.9%
SIA
2233
SkyView Investment Advisors
New Jersey
$463K +$56K +1,179 +14%
GGS
2234
Galvin Gaustad & Stein
Arizona
$463K -$535K -11,263 -54%
GDP
2235
Great Diamond Partners
Maine
$462K +$4.7K +99 +1%
ACL
2236
Applied Capital LLC
Florida
$461K – – –
PWM
2237
Partnership Wealth Management
Maryland
$461K – – –
CL
2238
COWA LLC
Oklahoma
$461K +$23.7K +500 +5%
AFPL
2239
Advus Financial Partners, LLC
Florida
$459K -$46.2K -972 -9%
SCM
2240
Sterneck Capital Management
Missouri
$459K -$9.16K -193 -2%
1WA
2241
180 Wealth Advisors
Washington
$458K -$1.8M -37,816 -79%
KA
2242
Klingman & Associates
New York
$458K +$6.74K +142 +1%
FB
2243
First Bancorp
Maine
$457K – – –
MAWA
2244
Moss Adams Wealth Advisors
Washington
$456K +$71.8K +1,512 +19%
RCM
2245
RB Capital Management
Nevada
$455K -$10.9K -230 -2%
FA
2246
Fiduciary Alliance
South Carolina
$454K -$1.02M -21,574 -69%
FMP
2247
Financial Management Professionals
Texas
$454K +$25.3K +532 +6%
JSC
2248
Jackson Square Capital
California
$453K -$271K -5,705 -37%
VI
2249
Versor Investments
New York
$451K +$451K +9,500 New
CPA
2250
Capital Planning Advisors
California
$451K -$170K -3,570 -27%
88 89
90
91 92