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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2226
Silvia McColl Wealth Management
California
$364K – – –
SPWG
2227
Sage Private Wealth Group
Illinois
$363K +$25.2K +274 +8%
CCC
2228
Chelsea Counsel Company
California
$363K – – –
GL
2229
Gerber LLC
Ohio
$362K +$828 +9 +0.2%
FA
2230
Fermata Advisors
California
$362K -$69.4K -754 -17%
6F
2231
626 Financial
Michigan
$362K -$18.4K -200 -5%
ACH
2232
ArrowMark Colorado Holdings
Colorado
$361K – – –
SL
2233
Salomon & Ludwin
Virginia
$361K +$7.45K +81 +2%
MAM
2234
Marotta Asset Management
Virginia
$360K -$8.83K -96 -2%
RWM
2235
RBA Wealth Management
California
$360K +$7.45K +81 +2%
SCP
2236
Sivia Capital Partners
California
$360K +$7.64K +83 +2%
AA
2237
Acorns Advisers
California
$359K +$37.4K +407 +12%
CFFP
2238
Center for Financial Planning
Michigan
$358K -$2.67K -29 -0.8%
KA
2239
Kooman & Associates
Pennsylvania
$357K +$2.67K +29 +0.8%
GAM
2240
Gemmer Asset Management
California
$357K -$13.6K -148 -4%
WW
2241
Waterfront Wealth
Kansas
$357K +$5.8K +63 +2%
AWM
2242
Accurate Wealth Management
Florida
$356K +$65.1K +708 +23%
RIA
2243
Realta Investment Advisors
Delaware
$356K -$789K -8,574 -70%
LGWM
2244
Litman Gregory Wealth Management
California
$356K -$55.2K -600 -14%
CHA
2245
Carmichael Hill & Associates
Maryland
$356K +$13.2K +144 +4%
LG
2246
LaFleur & Godfrey
Michigan
$355K -$18.4K -200 -5%
MFWP
2247
Mosaic Family Wealth Partners
Missouri
$354K -$5.61K -61 -2%
PSC
2248
Prentiss Smith & Co
Vermont
$354K – – –
NED
2249
Nancy E. Dempze
$354K +$339K +3,680 New
LFA
2250
Laraway Financial Advisors
Minnesota
$353K -$4.6K -50 -1%
88 89
90
91 92