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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1876
Cascade Financial Partners
California
$236K -$44.1K -1,169 -15%
CB
1877
Community Bank
New York
$236K -$5.66K -150 -2%
HR
1878
Howe & Rusling
New York
$236K +$241K +6,388 New
RCM
1879
RB Capital Management
Nevada
$236K – – –
AWA
1880
Acorn Wealth Advisors
Michigan
$235K -$15.7K -417 -6%
FFWA
1881
FRG Family Wealth Advisors
Washington
$235K -$18.9K -500 -7%
ODFS
1882
O'Donnell Financial Services
California
$235K – – –
SFM
1883
Stack Financial Management
Montana
$235K -$20.4K -540 -8%
AAS
1884
Annex Advisory Services
Wisconsin
$233K +$239K +6,327 New
AWG
1885
Altus Wealth Group
Colorado
$232K – – –
APW
1886
Acima Private Wealth
Virginia
$232K -$235K -6,225 -50%
BHB
1887
Bank Hapoalim BM
Israel
$232K +$237K +6,282 New
HL
1888
HeadInvest LLC
Maine
$231K -$12.6K -333 -5%
OHWP
1889
Oak Harbor Wealth Partners
North Carolina
$231K -$378 -10 -0.2%
GWM
1890
GSB Wealth Management
Connecticut
$231K +$1.89K +50 +0.8%
QFA
1891
Quantum Financial Advisors
California
$230K +$8.69K +230 +4%
SL
1892
SWMG LLC
Texas
$230K +$171K +4,537 New
AIM
1893
Acropolis Investment Management
Missouri
$229K +$235K +6,219 New
UPS
1894
UHLMANN PRICE SECURITIES
Illinois
$229K -$42.5K -1,125 -15%
PPW
1895
Pasadena Private Wealth
California
$229K – – –
BBA
1896
BLB&B Advisors
Pennsylvania
$229K -$33.9K -898 -13%
GEA
1897
Glen Eagle Advisors
New Jersey
$229K +$5.02K +133 +2%
TBT
1898
Texas Bank & Trust
Texas
$228K – – –
BG
1899
Bollard Group
Massachusetts
$228K – – –
MWA
1900
Miller Wealth Advisors
Colorado
$228K – – –
74 75
76
77 78