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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1826
Edge Capital Group
Georgia
$249K +$163K +2,290 +175%
ACI
1827
Alpha Cubed Investments
California
$249K -$131K -1,838 -34%
MA
1828
MJP Associates
Connecticut
$248K -$62K -872 -20%
WA
1829
Wealth Architects
California
$248K -$16.9K -238 -6%
CSB
1830
City State Bank
Iowa
$248K -$2.13K -30 -0.8%
AFG
1831
AFS Financial Group
Maryland
$247K – – –
SIG
1832
Spinnaker Investment Group
California
$247K -$11.2K -158 -4%
MCM
1833
Magnolia Capital Management
New York
$247K – – –
PP
1834
PDS Planning
Ohio
$246K +$18.1K +255 +8%
AL
1835
Aspiriant LLC
California
$245K -$854 -12 -0.3%
LCM
1836
Leisure Capital Management
California
$245K -$22.8K -320 -8%
SFO
1837
Stokes Family Office
Louisiana
$245K +$11.2K +157 +5%
BOS
1838
Bank of Stockton
California
$245K -$14.2K -200 -5%
SFG
1839
Sovereign Financial Group
Connecticut
$244K +$10.1K +142 +4%
TAIM
1840
TD Ameritrade Investment Management
Nebraska
$244K -$57.9K -814 -19%
DTC
1841
Davidson Trust Company
Washington
$243K – – –
AC
1842
Apella Capital
Connecticut
$243K +$250K +3,520 New
KFS
1843
Kaizen Financial Strategies
California
$243K +$246K +3,453 New
BFG
1844
Berger Financial Group
Minnesota
$243K -$2.42K -34 -1%
PCP
1845
Proficio Capital Partners
Massachusetts
$243K -$4.84K -68 -2%
PTP
1846
Platform Technology Partners
New York
$243K +$1.85K +26 +0.8%
SFG
1847
Sather Financial Group
Texas
$242K – – –
CB
1848
CNB Bank
Pennsylvania
$241K +$39.6K +556 +19%
HCM
1849
HMS Capital Management
Tennessee
$241K -$954K -13,414 -79%
IAG
1850
Investment Advisory Group
Massachusetts
$241K -$8.68K -122 -3%
72 73
74
75 76