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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2901
Capital CS Group
California
$384K +$352K +925 New
ML
2902
Mayport LLC
Massachusetts
$384K +$352K +925 New
NWA
2903
Navis Wealth Advisors
New York
$383K +$63.6K +167 +22%
EW
2904
Emerson Wealth
Michigan
$383K +$351K +922 New
ACM
2905
Antonetti Capital Management
Florida
$382K -$19K -50 -5%
PCM
2906
Poehling Capital Management
Wisconsin
$382K – – –
SWA
2907
Sax Wealth Advisors
New Jersey
$382K +$350K +920 New
MA
2908
MKT Advisors
California
$381K +$406K +1,067 New
ACM
2909
Ashford Capital Management
Delaware
$380K – – –
LC
2910
Legacy CG
Texas
$379K +$348K +914 New
FFG
2911
Ford Financial Group
California
$378K -$11.8K -31 -3%
TA
2912
Tiedemann Advisors
New York
$377K -$381 -1 -0.1%
PWA
2913
Physician Wealth Advisors
Utah
$376K +$381 +1 +0.1%
CCM
2914
Colorado Capital Management
Colorado
$374K -$7.61K -20 -2%
TW
2915
Towerpoint Wealth
California
$373K -$4.19K -11 -1%
SFS
2916
Strategic Financial Services
New York
$372K -$22.8K -60 -6%
HIC
2917
Harvey Investment Company
Kentucky
$372K – – –
HPIA
2918
Hamilton Point Investment Advisors
North Carolina
$372K +$29.3K +77 +9%
WFA
2919
WestHill Financial Advisors
California
$372K +$342K +898 New
KC
2920
Kingfisher Capital
North Carolina
$371K +$381 +1 +0.1%
DI
2921
DFPG Investments
Utah
$371K +$27.4K +72 +7%
BWM
2922
Brickley Wealth Management
California
$370K +$18.7K +49 +6%
FFA
2923
Fi3 Financial Advisors
Indiana
$368K +$58.2K +153 +21%
ISB
2924
Iowa State Bank
Iowa
$366K – – –
FPB
2925
First PREMIER Bank
South Dakota
$365K +$761 +2 +0.2%
115 116
117
118 119