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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2476
Compass Financial Advisors
Indiana
$215K +$203K +3,638 New
TA
2477
Trellis Advisors
Washington
$215K +$203K +3,642 New
SHFA
2478
SC&H Financial Advisors
Maryland
$214K +$201K +3,609 New
AWC
2479
Adamsbrown Wealth Consultants
Kansas
$214K +$201K +3,611 New
UWM
2480
USAdvisors Wealth Management
Minnesota
$214K +$201K +3,613 New
CST
2481
Charles Schwab Trust
Nevada
$213K -$69.4K -1,246 -26%
KCFA
2482
Key Client Fiduciary Advisors
New Jersey
$213K +$200K +3,591 New
KLI
2483
Kelman-Lazarov Inc
Tennessee
$213K +$200K +3,600 New
WAM
2484
Walker Asset Management
Missouri
$213K +$201K +3,601 New
WFA
2485
Wellspring Financial Advisors
Ohio
$212K +$199K +3,577 New
EWM
2486
Executive Wealth Management
Michigan
$212K +$199K +3,582 New
PWS
2487
Private Wealth Strategies
Ohio
$212K +$200K +3,591 New
GKWIM
2488
Gerber Kawasaki Wealth & Investment Management
California
$211K -$81K -1,455 -29%
DWM
2489
Drive Wealth Management
Utah
$210K +$197K +3,544 New
PA
2490
Parkside Advisors
California
$210K +$198K +3,550 New
BAAM
2491
Baker Avenue Asset Management
California
$209K +$197K +3,534 New
PFA
2492
Pure Financial Advisors
California
$209K +$197K +3,535 New
CF
2493
Corrigan Financial
Rhode Island
$209K +$196K +3,526 New
PP
2494
PFS Partners
New Jersey
$209K +$196K +3,526 New
TCM
2495
Tradewinds Capital Management
Washington
$208K – – –
MF
2496
Manchester Financial
California
$208K +$196K +3,514 New
WPC
2497
White Pine Capital
Minnesota
$208K +$196K +3,515 New
GAM
2498
Gemmer Asset Management
California
$207K +$14.1K +254 +8%
RHP
2499
Royal Harbor Partners
Texas
$207K +$194K +3,491 New
WCM
2500
WealthBridge Capital Management
Ohio
$207K +$195K +3,497 New
98 99
100
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