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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2401
Segment Wealth Management
Texas
$345K – – –
MAM
2402
Marotta Asset Management
Virginia
$345K -$7.84K -82 -2%
GCA
2403
Gradient Capital Advisors
California
$344K -$15.3K -160 -4%
SAM
2404
Summit Asset Management
Tennessee
$344K -$24.9K -260 -6%
GAA
2405
Global Assets Advisory
Florida
$344K -$103K -1,072 -21%
BOPW
2406
Brandywine Oak Private Wealth
Pennsylvania
$342K -$66K -690 -15%
TC
2407
Truvestments Capital
Florida
$342K -$21.4K -224 -5%
MHR
2408
Matthew Hamilton Rosenberg
$342K +$10.5K +110 +3%
BC
2409
Barrett & Company
Rhode Island
$342K – – –
WA
2410
Waddell & Associates
Tennessee
$342K +$138K +1,447 +58%
GA
2411
Geller Advisors
New York
$342K -$238K -2,487 -39%
LA
2412
LVW Advisors
New York
$341K -$13.5K -141 -3%
SM
2413
Sensible Money
Arizona
$341K +$375K +3,925 New
MA
2414
MJP Associates
Connecticut
$340K -$52.4K -548 -12%
PP
2415
Paloma Partners
Connecticut
$340K -$3.75M -39,169 -91%
BL
2416
BFSG LLC
California
$339K +$27.9K +292 +8%
SMWM
2417
Silvia McColl Wealth Management
California
$339K +$373K +3,901 New
RFN
2418
Redwood Financial Network
Ohio
$338K +$14K +146 +4%
JF
2419
Joule Financial
Kentucky
$337K +$371K +3,881 New
CANY
2420
Caxton Associates (New York)
New York
$335K -$429K -4,489 -54%
RWM
2421
RBA Wealth Management
California
$335K -$1.05K -11 -0.3%
WCM
2422
WealthBridge Capital Management
Ohio
$335K -$29K -303 -7%
MTWM
2423
Masso Torrence Wealth Management
New Jersey
$334K – – –
ACM
2424
Advance Capital Management
Michigan
$333K -$5.83K -61 -2%
BCM
2425
BCK Capital Management
Connecticut
$332K – – –
95 96
97
98 99