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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2201
Gradient Capital Advisors
California
$347K -$1.09K -6 -0.3%
MGWA
2202
Monument Group Wealth Advisors
Massachusetts
$346K +$330K +1,810 New
HSWM
2203
Hubbell Strickland Wealth Management
Louisiana
$345K – – –
FS
2204
Financial Symmetry
North Carolina
$344K -$3.28K -18 -1%
LCM
2205
Lazari Capital Management
California
$344K -$37.6K -206 -10%
BAM
2206
Boyar Asset Management
New York
$342K +$91.8K +503 +39%
PRI
2207
Prepared Retirement Institute
Pennsylvania
$342K -$539K -2,954 -62%
FZCM
2208
Flynn Zito Capital Management
New York
$342K +$1.46K +8 +0.4%
TSWM
2209
Triangle Securities Wealth Management
North Carolina
$341K -$1.64K -9 -0.5%
PP
2210
Pacifica Partners
Canada
$341K – – –
FBFS
2211
First Business Financial Services
Wisconsin
$341K -$10.2K -56 -3%
GWM
2212
Gray Wealth Management
Maine
$341K +$48.7K +267 +18%
SFS
2213
Security Financial Services
Indiana
$341K +$1.82K +10 +0.6%
WCM
2214
Wedge Capital Management
North Carolina
$340K -$1.28K -7 -0.4%
MCG
2215
McCollum Christoferson Group
New York
$340K – – –
BFS
2216
Beacon Financial Strategies
North Carolina
$340K – – –
MAP
2217
Moody Aldrich Partners
Massachusetts
$339K +$324K +1,777 New
TFA
2218
Transamerica Financial Advisors
Florida
$339K -$15.7K -86 -5%
MWM
2219
Mascoma Wealth Management
New Hampshire
$339K +$182 +1 +0.1%
MCM
2220
Morton Capital Management
California
$339K +$11.5K +63 +4%
CST
2221
Charles Schwab Trust
Nevada
$339K -$580K -3,177 -64%
ECAM
2222
East Coast Asset Management
Massachusetts
$338K +$730 +4 +0.2%
TCWM
2223
Total Clarity Wealth Management
Illinois
$338K +$15.1K +83 +5%
MRCM
2224
M&R Capital Management
New Jersey
$337K -$8.03K -44 -2%
WI
2225
WrapManager Inc
California
$337K -$40.3K -221 -11%
87 88
89
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