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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
2426
Asset Allocation & Management Company
Illinois
$340K +$329K +2,900 New
WA
2427
Wealth Architects
California
$339K -$13.6K -120 -4%
AP
2428
Adero Partners
California
$338K -$5.79K -51 -2%
PMG
2429
Private Management Group
California
$338K -$3.41K -30 -1%
KP
2430
Keel Point
Alabama
$338K +$17K +150 +5%
KOC
2431
Koss-Olinger Consulting
Florida
$338K +$48.5K +427 +17%
LJAC
2432
L.J. Altfest & Co
New York
$337K -$94.2K -829 -22%
JF
2433
JSF Financial
California
$337K -$70.8K -623 -18%
CAM
2434
CenterStar Asset Management
Illinois
$336K – – –
BC
2435
Bridgefront Capital
Texas
$335K -$120K -1,057 -27%
GF
2436
Gries Financial
Ohio
$333K +$15.7K +138 +5%
MCM
2437
Manchester Capital Management
Vermont
$333K +$32.1K +283 +11%
PWM
2438
Paulson Wealth Management
Illinois
$333K +$323K +2,840 New
ICM
2439
IMS Capital Management
Oregon
$332K -$944K -8,314 -75%
PO
2440
Private Ocean
California
$332K +$31.8K +280 +11%
RWA
2441
Roberts Wealth Advisors
California
$331K -$66K -581 -17%
BCM
2442
Breiter Capital Management
Florida
$331K +$11.8K +104 +4%
LAM
2443
L2 Asset Management
Massachusetts
$330K +$319K +2,812 New
SQA
2444
Simon Quick Advisors
New Jersey
$328K -$50.4K -444 -14%
CWA
2445
Clarus Wealth Advisors
Arizona
$328K – – –
CWM
2446
Centric Wealth Management
Illinois
$328K +$15.3K +135 +5%
WKWM
2447
Walter & Keenan Wealth Management
Indiana
$327K -$273K -2,400 -46%
AIM
2448
Achmea Investment Management
Netherlands
$324K -$9.38M -82,555 -97%
CC
2449
Callan Capital
California
$324K +$314K +2,762 New
JAM
2450
Jupiter Asset Management
United Kingdom
$323K -$1.06M -9,288 -77%
96 97
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