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Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
3426
Franklin, Parlapiano, Turner & Welch
Texas
$251K – – –
WCFA
3427
Walkner Condon Financial Advisors
Wisconsin
$251K +$235K +1,501 New
R
3428
Rebalance
California
$251K +$157 +1 +0.1%
PR
3429
Payden & Rygel
California
$251K – – –
ACA
3430
Atlas Capital Advisors
Wyoming
$251K – – –
CP
3431
Capital Planning
Washington
$251K -$28K -179 -11%
LPP
3432
Life Planning Partners
Florida
$250K +$234K +1,494 New
ACM
3433
Advance Capital Management
Michigan
$250K +$5.95K +38 +3%
FWM
3434
ForthRight Wealth Management
Georgia
$250K -$12.1K -77 -5%
BMM
3435
Berkshire Money Management
Massachusetts
$249K -$46.2K -295 -17%
OWM
3436
Opes Wealth Management
California
$249K -$14.9K -95 -6%
PM
3437
Penbrook Management
New York
$249K -$10.2K -65 -4%
AIP
3438
Arrowpoint Investment Partners
Singapore
$249K +$174K +1,114 +296%
AWA
3439
Aletheian Wealth Advisors
Washington
$249K +$233K +1,488 New
HPIA
3440
Hamilton Point Investment Advisors
North Carolina
$247K +$6.11K +39 +3%
DIS
3441
Diversified Investment Strategies
Louisiana
$247K – – –
IFA
3442
Interactive Financial Advisors
Illinois
$247K – – –
PFS
3443
Prospect Financial Services
New York
$246K -$90.3K -577 -28%
AFA
3444
AA Financial Advisors
Ohio
$245K +$230K +1,467 New
C
3445
Covestor
United Kingdom
$245K -$21.4K -137 -9%
BMCM
3446
Burns Matteson Capital Management
New York
$245K -$10.6K -68 -4%
CWM
3447
Cherrydale Wealth Management
New Jersey
$244K +$229K +1,461 New
LIA
3448
LifePlan Investment Advisors
North Carolina
$244K -$8.3K -53 -4%
RWS
3449
Rochester Wealth Strategies
Michigan
$244K +$228K +1,459 New
CWA
3450
Cura Wealth Advisors
Illinois
$243K -$5.64K -36 -2%
136 137
138
139 140