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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
3026
Charles Schwab Investment Advisory
California
$289K +$44.3K +293 +18%
TSWM
3027
Tyler-Stone Wealth Management
Ohio
$288K +$1.51K +10 +0.5%
ITB
3028
Idaho Trust Bank
Idaho
$288K -$75.6K -500 -21%
SBF
3029
Sara-Bay Financial
Florida
$288K – – –
RTC
3030
Riverview Trust Company
Washington
$287K – – –
JJBC
3031
James J. Burns & Company
New York
$286K +$289K +1,914 New
T
3032
Tidemark
California
$285K +$289K +1,911 New
MAG
3033
MRA Advisory Group
New Jersey
$285K -$391K -2,582 -57%
JWS
3034
Juncture Wealth Strategies
Arizona
$285K -$26.6K -176 -8%
VFP
3035
Verus Financial Partners
Virginia
$284K +$20.9K +138 +8%
TF
3036
Theory Financial
Colorado
$284K – – –
PIP
3037
Peachtree Investment Partners
Florida
$284K +$454 +3 +0.2%
IWP
3038
Innova Wealth Partners
Pennsylvania
$283K -$106K -700 -27%
HWMC
3039
Heritage Wealth Management (California)
California
$283K +$287K +1,899 New
TFP
3040
Tilia Fiduciary Partners
North Carolina
$283K -$6.5K -43 -2%
AWM
3041
AllSquare Wealth Management
New York
$283K – – –
CKAIS
3042
Christensen King & Associates Investment Services
Washington
$282K +$286K +1,891 New
OCM
3043
Osterweis Capital Management
California
$282K -$25K -165 -8%
ACM
3044
Armbruster Capital Management
New York
$282K – – –
LFG
3045
Lockerman Financial Group
California
$281K +$15.9K +105 +6%
FPTW
3046
Franklin, Parlapiano, Turner & Welch
Texas
$280K – – –
TB
3047
Terril Brothers
Missouri
$280K +$302 +2 +0.1%
FP
3048
Fiduciary Planning
Florida
$280K +$151 +1 +0.1%
TFM
3049
TFC Financial Management
Massachusetts
$280K +$4.08K +27 +1%
AIA
3050
Affinity Investment Advisors
California
$280K – – –
120 121
122
123 124