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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
4101
Anfield Capital Management
California
$147K +$95.6K +524 +280%
DCM
4102
Dorato Capital Management
Colorado
$145K – – –
AWA
4103
Acumen Wealth Advisors
Tennessee
$145K -$43.8K -240 -25%
UIA
4104
Ulland Investment Advisors
Minnesota
$145K -$3.28K -18 -3%
AF
4105
Abound Financial
California
$145K – – –
FDCP
4106
Foster Dykema Cabot & Partners
Massachusetts
$142K – – –
HHGA
4107
Halbert Hargrove Global Advisors
California
$142K +$41.9K +230 +50%
AAG
4108
Accordant Advisory Group
Maryland
$139K +$54.7K +300 +81%
TGY2IT
4109
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$138K +$122K +668 New
FC
4110
Fairscale Capital
New Hampshire
$138K – – –
MAS
4111
MPWM Advisory Solutions
Georgia
$138K -$113K -618 -48%
PPP
4112
Prism Planning Partners
Illinois
$136K -$122K -667 -50%
RWM
4113
Rialto Wealth Management
New York
$136K +$6.02K +33 +5%
KAS
4114
Kemnay Advisory Services
New York
$133K -$19.5K -107 -14%
RF
4115
Robinswood Financial
Washington
$133K +$912 +5 +0.8%
MWPCG
4116
Measured Wealth Private Client Group
New Hampshire
$130K – – –
PWMG
4117
Private Wealth Management Group
New Jersey
$129K +$14K +77 +14%
RCM
4118
Richardson Capital Management
Wisconsin
$127K – – –
BFS
4119
Burkett Financial Services
South Carolina
$127K +$18.6K +102 +20%
OCM
4120
Osterweis Capital Management
California
$124K -$37.4K -205 -26%
SMBT
4121
Southern Michigan Bank & Trust
Michigan
$124K +$109K +597 New
NSG
4122
Nalls Sherbakoff Group
Tennessee
$123K +$182 +1 +0.2%
CWM
4123
Copia Wealth Management
Oregon
$120K -$547 -3 -0.5%
MSFP
4124
Mark Sheptoff Financial Planning
Connecticut
$120K -$45.6K -250 -29%
HWM
4125
HighMark Wealth Management
Minnesota
$118K +$1.64K +9 +2%
163 164
165
166 167