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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3126
Garde Capital
Washington
$501K -$112K -284 -19%
BFA
3127
Brown Financial Advisory
Alabama
$501K +$72K +183 +17%
PWA
3128
Peterson Wealth Advisors
Utah
$501K -$10.2K -26 -2%
NCTC
3129
New Covenant Trust Company
Indiana
$500K – – –
NWA
3130
Navis Wealth Advisors
New York
$499K -$118K -300 -20%
CTB
3131
Country Trust Bank
Illinois
$499K +$3.15K +8 +0.7%
CPG
3132
Cornerstone Planning Group
New Jersey
$498K +$72.7K +185 +16%
KFS
3133
Keynote Financial Services
Connecticut
$497K – – –
BCFD
3134
Boit C.F. David
$496K – – –
GWM
3135
Gitterman Wealth Management
New Jersey
$495K +$286K +728 +147%
GC
3136
Gibson Capital
Pennsylvania
$495K +$19.7K +50 +4%
RCI
3137
RS Crum Inc
California
$494K – – –
PWMG
3138
Private Wealth Management Group
New Jersey
$494K -$393 -1 -0.1%
WAM
3139
Worth Asset Management
Texas
$493K +$244K +620 +104%
CFG
3140
Compton Financial Group
Maryland
$493K +$786 +2 +0.2%
LFG
3141
Lockerman Financial Group
California
$492K +$25.6K +65 +6%
AGA
3142
Arkos Global Advisors
Texas
$492K +$87.3K +222 +22%
CWM
3143
Cranbrook Wealth Management
Michigan
$492K -$10.6K -27 -2%
SWIG
3144
Strategic Wealth Investment Group
Kentucky
$491K +$476K +1,211 New
CFG
3145
Certior Financial Group
Pennsylvania
$491K -$14.2K -36 -3%
MEG
3146
Millstone Evans Group
Colorado
$491K -$18.1K -46 -4%
DP
3147
Denver PWM
Colorado
$490K – – –
TWM
3148
Tripletail Wealth Management
Florida
$490K -$393 -1 -0.1%
TCM
3149
Traub Capital Management
Massachusetts
$489K +$214K +543 +82%
GCA
3150
Genesee Capital Advisors
New York
$489K +$393 +1 +0.1%
124 125
126
127 128