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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2476
Latitude Advisors
Florida
$403K -$896K -5,419 -66%
IWA
2477
Intercontinental Wealth Advisors
Texas
$403K +$1.32K +8 +0.3%
MPW
2478
MA Private Wealth
California
$401K -$44.5K -269 -8%
AC
2479
Avant Capital
Louisiana
$401K +$3.47K +21 +0.8%
RWA
2480
Roberts Wealth Advisors
California
$401K +$18.2K +110 +4%
EFL
2481
ERn Financial LLC
Wisconsin
$401K +$137K +828 +43%
ABLA
2482
Alan B. Lancz & Associates
Ohio
$400K -$10.7K -65 -3%
SHJ
2483
Sharkey, Howes & Javer
Colorado
$400K +$204K +1,232 +81%
MCM
2484
Morton Capital Management
California
$400K +$19.5K +118 +4%
HHGA
2485
Halbert Hargrove Global Advisors
California
$399K +$43.5K +263 +11%
HC
2486
Henshaw Capital
Massachusetts
$399K -$10.9K -66 -2%
T
2487
TNF
Montana
$397K -$3.47K -21 -0.8%
SC
2488
Schubert & Co
Texas
$397K +$19.2K +116 +4%
ACM
2489
Advance Capital Management
Michigan
$397K +$179K +1,081 +65%
RIA
2490
Richwood Investment Advisors
Ohio
$396K – – –
AP
2491
Adero Partners
California
$396K +$21K +127 +5%
SAS
2492
Stelac Advisory Services
New York
$395K +$301K +1,823 +201%
WA
2493
Wealth Architects
California
$393K -$90.3K -546 -17%
JF
2494
JSF Financial
California
$392K -$12.1K -73 -3%
JEST
2495
JTC Employer Solutions Trustee
Jersey
$392K – – –
BEC
2496
Blue Edge Capital
Virginia
$391K – – –
MCM
2497
McRae Capital Management
New Jersey
$390K -$45.1K -273 -9%
SCA
2498
Southern Capital Advisors
Tennessee
$390K -$5.95K -36 -1%
BP
2499
Broadleaf Partners
Ohio
$390K – – –
FPGK
2500
Financial Partners Group (Kansas)
Kansas
$389K -$3.14K -19 -0.7%
98 99
100
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