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Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
2076
L. Roy Papp & Associates
Arizona
$513K +$11.6K +37 +2%
MWM
2077
Mindset Wealth Management
Indiana
$513K +$170K +542 +43%
IFPG
2078
Intrepid Financial Planning Group
Indiana
$513K +$314 +1 +0.1%
LIA
2079
LS Investment Advisors
Michigan
$512K – – –
AIS
2080
American Investment Services
Massachusetts
$512K +$18.2K +58 +3%
AP
2081
Advisortrust Partners
North Carolina
$511K +$54.4K +173 +11%
AWA
2082
Archvest Wealth Advisors
California
$510K +$58.1K +185 +11%
TWM
2083
TCFG Wealth Management
California
$510K +$23.6K +75 +4%
TIA
2084
TCFG Investment Advisors
California
$510K +$564K +1,796 New
BC
2085
Barrett & Company
Rhode Island
$510K -$6.29K -20 -1%
NGA
2086
Naples Global Advisors
Florida
$507K +$10.4K +33 +2%
NRG
2087
Nemes Rush Group
Michigan
$506K +$3.46K +11 +0.6%
IP
2088
Intellectus Partners
California
$505K +$17K +54 +3%
PFSC
2089
Peoples Financial Services Corp
Pennsylvania
$504K -$70.7K -225 -11%
WAG
2090
Winthrop Advisory Group
Massachusetts
$503K +$5.34K +17 +1%
PCFFS
2091
Pacific Center for Financial Services
California
$503K -$3.77K -12 -0.7%
ALAM
2092
Asahi Life Asset Management
Japan
$501K -$389K -1,238 -41%
QWM
2093
Quadcap Wealth Management
Texas
$501K +$1.89K +6 +0.3%
SA
2094
Scarborough Advisors
Maryland
$501K +$555K +1,766 New
ETS
2095
ESL Trust Services
New York
$501K – – –
HTIM
2096
Harbour Trust & Investment Management
Indiana
$501K +$251K +800 +83%
WA
2097
Wealth Architects
California
$499K +$9.11K +29 +2%
PFM
2098
Peak Financial Management
Massachusetts
$498K +$34.9K +111 +7%
SPC
2099
Spirepoint Private Client
Florida
$498K -$23.3K -74 -4%
BHPW
2100
Beverly Hills Private Wealth
California
$497K +$65.7K +209 +14%
82 83
84
85 86