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Name Holding Trade Value Shares
Change 		Change in
Stake
R
3426
Rebalance
California
$251K +$157 +1 +0.1%
PR
3427
Payden & Rygel
California
$251K – – –
ACA
3428
Atlas Capital Advisors
Wyoming
$251K – – –
CP
3429
Capital Planning
Washington
$251K -$28K -179 -11%
LPP
3430
Life Planning Partners
Florida
$250K +$234K +1,494 New
ACM
3431
Advance Capital Management
Michigan
$250K +$5.95K +38 +3%
FWM
3432
ForthRight Wealth Management
Georgia
$250K -$12.1K -77 -5%
BMM
3433
Berkshire Money Management
Massachusetts
$249K -$46.2K -295 -17%
OWM
3434
Opes Wealth Management
California
$249K -$14.9K -95 -6%
PM
3435
Penbrook Management
New York
$249K -$10.2K -65 -4%
AIP
3436
Arrowpoint Investment Partners
Singapore
$249K +$174K +1,114 +296%
AWA
3437
Aletheian Wealth Advisors
Washington
$249K +$233K +1,488 New
HPIA
3438
Hamilton Point Investment Advisors
North Carolina
$247K +$6.11K +39 +3%
DIS
3439
Diversified Investment Strategies
Louisiana
$247K – – –
IFA
3440
Interactive Financial Advisors
Illinois
$247K – – –
PFS
3441
Prospect Financial Services
New York
$246K -$90.3K -577 -28%
AFA
3442
AA Financial Advisors
Ohio
$245K +$230K +1,467 New
C
3443
Covestor
United Kingdom
$245K -$21.4K -137 -9%
BMCM
3444
Burns Matteson Capital Management
New York
$245K -$10.6K -68 -4%
CWM
3445
Cherrydale Wealth Management
New Jersey
$244K +$229K +1,461 New
LIA
3446
LifePlan Investment Advisors
North Carolina
$244K -$8.3K -53 -4%
RWS
3447
Rochester Wealth Strategies
Michigan
$244K +$228K +1,459 New
CWA
3448
Cura Wealth Advisors
Illinois
$243K -$5.64K -36 -2%
MFGM
3449
Marshall Financial Group (Maryland)
Maryland
$243K -$66.5K -425 -23%
LGG
3450
Luts & Greenleigh Group
Maryland
$243K -$54.6K -349 -19%
136 137
138
139 140