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Name Holding Trade Value Shares
Change
Change in
Stake
BP
2601
Broadleaf Partners
Ohio
$420K +$304K +3,010 New
PFM
2602
Peak Financial Management
Massachusetts
$420K +$304K +3,009 New
W
2603
Wealthquest
Ohio
$420K +$304K +3,009 New
BWM
2604
Baron Wealth Management
Michigan
$420K +$304K +3,009 New
RCA
2605
Ranch Capital Advisors
Florida
$419K +$303K +3,001 New
BAM
2606
Brave Asset Management
New Jersey
$419K +$303K +3,000 New
FPAM
2607
Feynman Point Asset Management
New York
$419K +$303K +3,000 New
NRI
2608
NFP Retirement Inc
California
$419K +$303K +2,998 New
IWM
2609
Integris Wealth Management
California
$418K +$303K +2,992 New
AFW
2610
Avantra Family Wealth
Pennsylvania
$417K +$302K +2,989 New
BPC
2611
Banque Pictet & Cie
Switzerland
$417K +$303K +3,000 New
CPCM
2612
Cardinal Point Capital Management
Ontario, Canada
$417K +$302K +2,987 New
LTI
2613
Laffer Tengler Investments
Tennessee
$417K +$302K +2,985 New
AMM
2614
American Money Management
California
$416K +$301K +2,981 New
CFCI
2615
Comprehensive Financial Consultants Institutional
Indiana
$416K +$301K +2,977 New
SF
2616
Slagle Financial
Illinois
$415K +$300K +2,971 New
MFP
2617
Meridian Financial Partners
Virginia
$415K -$145K -1,437 -26%
AWA
2618
Aletheian Wealth Advisors
Washington
$415K +$300K +2,969 New
GAMC
2619
Garner Asset Management Corp
Texas
$414K +$300K +2,964 New
FC
2620
Fusion Capital
South Carolina
$413K +$299K +2,961 New
HPC
2621
Hobart Private Capital
North Carolina
$413K +$299K +2,961 New
LA
2622
LM Advisors
California
$413K +$300K +2,964 New
HC
2623
Hara Capital
Washington
$413K -$108K -1,070 -27%
NCM
2624
Nelson Capital Management
California
$413K +$299K +2,955 New
GFG
2625
Goldstone Financial Group
Illinois
$412K +$299K +2,954 New