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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2401
Schoolcraft Capital
Colorado
$213K -$34.6K -843 -15%
CAGAS
2402
Capital Advisory Group Advisory Services
Minnesota
$212K -$9.25K -225 -5%
CBA
2403
Coastal Bridge Advisors
Connecticut
$211K -$42K -1,021 -18%
MCA
2404
Mercer Capital Advisers
New Jersey
$211K – – –
GBBWRPM
2405
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$211K +$194K +4,714 New
MSFP
2406
Mark Sheptoff Financial Planning
Connecticut
$210K – – –
TA
2407
Trellis Advisors
Washington
$210K +$193K +4,704 New
PAG
2408
Pinnacle Advisory Group
Maryland
$209K +$192K +4,668 New
RA
2409
Reby Advisors
Connecticut
$208K +$191K +4,638 New
SSW
2410
Smith Shellnut Wilson
Mississippi
$208K +$191K +4,638 New
NEPPG
2411
New England Professional Planning Group
Rhode Island
$208K +$193K +4,694 New
ACM
2412
Aljian Capital Management
Nevada
$207K +$190K +4,635 New
PBC
2413
Pavion Blue Capital
California
$206K -$52K -1,266 -22%
FI
2414
Financial Insights
Washington
$206K +$190K +4,613 New
MAWCM
2415
Mine & Arao Wealth Creation & Management
California
$205K – – –
SHJ
2416
Sharkey, Howes & Javer
Colorado
$205K +$188K +4,572 New
RWM
2417
Raffa Wealth Management
District of Columbia
$204K +$2.63K +64 +1%
CA
2418
Cumberland Advisors
Florida
$204K +$187K +4,550 New
SAM
2419
Sequent Asset Management
Texas
$204K +$188K +4,565 New
UTC
2420
Unified Trust Company
Kentucky
$203K +$185K +4,496 New
JWM
2421
JFG Wealth Management
Colorado
$203K +$187K +4,539 New
SC
2422
Steph & Co
Wisconsin
$202K – – –
RZH
2423
Relyea Zuckerberg Hanson
Connecticut
$202K +$185K +4,506 New
CAM
2424
Cidel Asset Management
Ontario, Canada
$202K +$185K +4,510 New
HWA
2425
HCR Wealth Advisors
California
$201K +$184K +4,483 New
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97
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