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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2451
CFO4Life Group
Texas
$725K +$24.5K +160 +3%
SAM
2452
Seelaus Asset Management
New Jersey
$724K -$23K -150 -3%
AAI
2453
American Assets Inc
California
$724K – – –
OIM
2454
Opus Investment Management
Massachusetts
$724K – – –
GFG
2455
Goldstone Financial Group
Illinois
$721K +$133K +870 +21%
TLA
2456
Tanglewood Legacy Advisors
Texas
$720K +$118K +769 +18%
AO
2457
Advisor OS
Illinois
$719K +$145K +945 +24%
MCCA
2458
Mill Creek Capital Advisors
Pennsylvania
$718K +$190K +1,243 +33%
SWIM
2459
Smallwood Wealth Investment Management
New Jersey
$717K – – –
BWP
2460
BSW Wealth Partners
Colorado
$717K +$115K +754 +18%
AP
2461
Atwood & Palmer
Missouri
$712K +$2.45K +16 +0.3%
CC
2462
Callan Capital
California
$712K +$34.3K +224 +5%
CSI
2463
Cross Staff Investments
New York
$712K -$44.8K -293 -6%
ARMT
2464
Amica Retiree Medical Trust
Rhode Island
$708K -$65.2K -426 -8%
AFPL
2465
Advus Financial Partners, LLC
Florida
$707K +$96.6K +631 +15%
GKWIM
2466
Gerber Kawasaki Wealth & Investment Management
California
$705K +$40.3K +263 +6%
MPW
2467
Monterey Private Wealth
California
$704K +$26K +170 +4%
AA
2468
Addison Advisors
Vermont
$703K -$28.2K -184 -4%
MWM
2469
Moulton Wealth Management
Washington
$702K – – –
LF
2470
LifeSteps Financial
California
$701K -$75.2K -491 -9%
HIA
2471
HTG Investment Advisors
Connecticut
$700K – – –
VC
2472
Veracity Capital
Georgia
$699K +$40.6K +265 +6%
BFC
2473
Blue Fin Capital
Rhode Island
$699K -$448K -2,930 -38%
KWM
2474
Kolinsky Wealth Management
New Jersey
$699K – – –
SIC
2475
Samalin Investment Counsel
New York
$696K – – –
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99
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