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Name Holding Trade Value Shares
Change 		Change in
Stake
A
2651
Alongside
Texas
$355K +$297K +949 New
FCM
2652
Family Capital Management
Michigan
$354K -$7.83K -25 -3%
CWG
2653
Crown Wealth Group
North Carolina
$354K +$11.6K +37 +4%
PFM
2654
Phillips Financial Management
Indiana
$354K +$4.38K +14 +2%
AA
2655
Auxano Advisors
Washington
$354K +$939 +3 +0.3%
DKCM
2656
Davidson Kahn Capital Management
California
$354K – – –
MCWA
2657
Meadow Creek Wealth Advisors
Georgia
$354K +$68.9K +220 +30%
HJGA
2658
Hardman Johnston Global Advisors
Connecticut
$354K – – –
ACA
2659
Affinity Capital Advisors
California
$353K -$8.45K -27 -3%
TF
2660
Trek Financial
Arizona
$352K +$20K +64 +7%
C1AG
2661
Client 1st Advisory Group
Florida
$352K +$15.7K +50 +6%
NQWM
2662
Northwest Quadrant Wealth Management
Oregon
$352K -$31.3K -100 -10%
FC
2663
Financial Consulate
Maryland
$352K +$1.56K +5 +0.5%
VC
2664
Veery Capital
Delaware
$351K -$12.8K -41 -4%
NFGCM
2665
Norman Fields Gottscho Capital Management
New York
$351K – – –
JF
2666
JSF Financial
California
$351K +$3.13K +10 +1%
TS
2667
TradeWell Securities
Indiana
$351K +$313 +1 +0.1%
CHA
2668
Cooper/Haims Advisors
New York
$350K – – –
GSWA
2669
Good Steward Wealth Advisors
Tennessee
$350K – – –
VWA
2670
VERITY Wealth Advisors
United States
$349K – – –
CPWA
2671
Cerro Pacific Wealth Advisors
California
$348K +$4.38K +14 +2%
SOW
2672
State of Wyoming
Wyoming
$348K -$502K -1,602 -63%
MCM
2673
MontVue Capital Management
Virginia
$348K +$4.38K +14 +2%
VV
2674
Verity & Verity
South Carolina
$348K – – –
CM
2675
Capula Management
Cayman Islands
$348K -$839K -2,679 -74%
105 106
107
108 109