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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2401
WNY Asset Management
New York
$628K – – –
HSG
2402
Helen Stephens Group
Texas
$628K +$88.2K +526 +16%
SMG
2403
Smart Money Group
Texas
$627K -$17.1K -102 -3%
RFP
2404
Root Financial Partners
California
$625K +$642K +3,832 New
LGA
2405
Lebenthal Global Advisors
New York
$624K -$26.7K -159 -4%
FA
2406
Fermata Advisors
California
$624K -$456K -2,722 -49%
GKWIM
2407
Gerber Kawasaki Wealth & Investment Management
California
$622K – – –
MGIA
2408
Matthew Goff Investment Advisor
Texas
$619K +$126K +753 +25%
ACA
2409
Affinity Capital Advisors
California
$619K +$6.37K +38 +1%
AFT
2410
Alpha Family Trust
California
$617K +$46.1K +275 +8%
BWP
2411
Bernardo Wealth Planning
Pennsylvania
$616K -$6.04K -36 -0.9%
RRA
2412
Round Rock Advisors
Connecticut
$614K -$4.02K -24 -0.6%
MIM
2413
Meixler Investment Management
Arizona
$613K -$2.52K -15 -0.4%
CA
2414
Crumly & Associates
Illinois
$613K +$84.7K +505 +16%
CFA
2415
Capstone Financial Advisors
Illinois
$612K +$4.86K +29 +0.8%
AFIA
2416
America First Investment Advisors
Nebraska
$612K +$62K +370 +11%
TIM
2417
Tortoise Investment Management
New York
$611K – – –
GDP
2418
Great Diamond Partners
Maine
$611K +$32K +191 +5%
GWM
2419
Greenwich Wealth Management
Connecticut
$611K +$168 +1 +0%
RA
2420
Ruggaard & Associates
Ohio
$611K +$628K +3,743 New
BWP
2421
BSW Wealth Partners
Colorado
$610K +$16.9K +101 +3%
RHJA
2422
Rice Hall James & Associates
California
$610K – – –
GWS
2423
Glassman Wealth Services
Virginia
$609K -$95.4K -569 -13%
TCWA
2424
Ten Capital Wealth Advisors
Washington
$608K +$118K +704 +23%
LAM
2425
Lakewood Asset Management
Illinois
$606K +$335 +2 +0.1%
95 96
97
98 99