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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1926
Cerro Pacific Wealth Advisors
California
$592K -$218K -3,438 -27%
SIG
1927
Spinnaker Investment Group
California
$592K -$51.7K -815 -8%
MFC
1928
Morris Financial Concepts
South Carolina
$592K +$7.86K +124 +1%
BWA
1929
Bordeaux Wealth Advisors
California
$591K -$27.6K -435 -4%
NME
1930
Notis-McConarty Edward
$591K – – –
LFA
1931
Laraway Financial Advisors
Minnesota
$590K -$24.1K -380 -4%
AIM
1932
Acropolis Investment Management
Missouri
$590K +$78.3K +1,235 +15%
OAM
1933
Occidental Asset Management
California
$589K – – –
KPW
1934
Kore Private Wealth
New York
$588K -$29.7K -469 -5%
FBA
1935
Front Barnett Associates
Illinois
$588K – – –
IFA
1936
Index Fund Advisors
California
$588K +$25.6K +404 +5%
ABLA
1937
Alan B. Lancz & Associates
Ohio
$587K -$38.4K -606 -6%
FWP
1938
Firethorn Wealth Partners
Georgia
$585K +$8.05K +127 +1%
TDC
1939
Thompson Davis & Co
Virginia
$585K +$63.4K +1,000 +12%
PMA
1940
Prudent Man Advisors
Illinois
$583K -$951 -15 -0.2%
ZB
1941
Zions Bancorporation
Utah
$580K -$165K -2,605 -22%
BCPWM
1942
Bradley & Co Private Wealth Management
Florida
$580K – – –
AIA
1943
Alera Investment Advisors
Illinois
$579K -$70.2K -1,108 -11%
ZF
1944
Zhang Financial
Michigan
$578K +$133K +2,101 +30%
GLLW
1945
Graves Light Lenhart Wealth
Virginia
$576K +$63 +1 +0%
SWM
1946
Stockman Wealth Management
Montana
$573K -$4.25K -67 -0.7%
CWM
1947
Circle Wealth Management
New Jersey
$573K +$571 +9 +0.1%
WA
1948
Wealth Architects
California
$572K -$11.7K -184 -2%
FUBT
1949
First United Bank & Trust
Maryland
$572K +$261K +4,112 +82%
DA
1950
Detalus Advisors
Missouri
$571K -$169K -2,660 -23%
76 77
78
79 80