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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2226
Howard Financial Services
Texas
$309K +$1.16K +11 +0.4%
GDP
2227
Great Diamond Partners
Maine
$307K -$68.6K -650 -18%
NIA
2228
Northstar Investment Advisors
Colorado
$307K – – –
CFA
2229
Capstone Financial Advisors
Illinois
$307K +$309K +2,927 New
LA
2230
Latitude Advisors
Florida
$306K +$22.3K +211 +8%
PMG
2231
Private Management Group
California
$305K -$528 -5 -0.2%
WA
2232
Wealth Architects
California
$305K +$99.5K +943 +48%
AP
2233
Adero Partners
California
$304K +$11.4K +108 +4%
TLCM
2234
Twin Lakes Capital Management
California
$304K +$15K +142 +5%
GKWIM
2235
Gerber Kawasaki Wealth & Investment Management
California
$303K +$90.4K +856 +42%
LPIC
2236
LeJeune Puetz Investment Counsel
Michigan
$301K -$15.8K -150 -5%
BCP
2237
Berkeley Capital Partners
Georgia
$300K +$3.17K +30 +1%
SFG
2238
Sather Financial Group
Texas
$299K – – –
PCMC
2239
Paragon Capital Management (Colorado)
Colorado
$299K +$27.7K +262 +10%
TWM
2240
Tradition Wealth Management
Minnesota
$299K +$34.2K +324 +13%
BWM
2241
Baystate Wealth Management
Massachusetts
$298K +$46.2K +438 +18%
AC
2242
Apella Capital
Connecticut
$297K +$6.65K +63 +2%
PCMC
2243
Private Capital Management (Colorado)
Colorado
$297K +$8.87K +84 +3%
NFG
2244
Nadler Financial Group
Illinois
$296K +$42.2K +400 +17%
IAA
2245
Ironsides Asset Advisors
North Carolina
$295K -$10.5K -99 -3%
IA
2246
Insight Advisors
Pennsylvania
$294K -$63.3K -600 -17%
FNBOH
2247
First National Bank of Hutchinson
Kansas
$294K -$1.69K -16 -0.6%
PO
2248
Private Ocean
California
$292K -$43.8K -415 -13%
CAM
2249
Cozad Asset Management
Illinois
$291K -$20.5K -194 -7%
AWM
2250
Accel Wealth Management
Iowa
$289K +$1.37K +13 +0.5%
88 89
90
91 92