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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2726
Scholtz & Company
Connecticut
$445K +$451K +2,983 New
WA
2727
Wealth Architects
California
$445K -$52.3K -346 -10%
CFG
2728
Compton Financial Group
Maryland
$444K – – –
CWM
2729
Cabot Wealth Management
Massachusetts
$443K – – –
LWA
2730
Ledgewood Wealth Advisors
New Hampshire
$443K +$449K +2,968 New
BMD
2731
Better Money Decisions
New Mexico
$442K +$14.4K +95 +3%
SL
2732
Summitry LLC
California
$442K +$81.2K +537 +22%
TIM
2733
Total Investment Management
Arizona
$440K -$38.6K -255 -8%
FI
2734
Financial Insights
Washington
$440K +$11.6K +77 +3%
WWWM
2735
White Wing Wealth Management
Texas
$437K +$442K +2,922 New
PWM
2736
Prentice Wealth Management
New York
$435K +$53.4K +353 +14%
JF
2737
Joule Financial
Kentucky
$435K -$7.26K -48 -2%
PAIM
2738
Punch & Associates Investment Management
Minnesota
$434K -$3.33K -22 -0.8%
KCIC
2739
Kuhn & Co Investment Counsel
Illinois
$434K +$440K +2,909 New
FNWA
2740
Financial Network Wealth Advisors
Utah
$430K +$436K +2,886 New
KAS
2741
KPP Advisory Services
Kentucky
$430K -$131K -864 -23%
PS
2742
Planned Solutions
California
$430K +$7.87K +52 +2%
PO
2743
Private Ocean
California
$429K +$28.4K +188 +7%
HAG
2744
HF Advisory Group
Maryland
$429K +$83.3K +551 +24%
AWA
2745
Alta Wealth Advisors
Massachusetts
$429K -$907K -5,996 -68%
BBP
2746
Banco BTG Pactual
Brazil
$428K +$47.9K +317 +12%
HIS
2747
Harvest Investment Services
Illinois
$427K -$8.92K -59 -2%
WCM
2748
Washburn Capital Management
Florida
$425K -$154K -1,015 -26%
VCP
2749
Vista Capital Partners
Oregon
$425K +$10.7K +71 +3%
SFP
2750
Shepherd Financial Partners
Massachusetts
$425K +$16.2K +107 +4%
108 109
110
111 112