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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
Wealth Architects
California
$409K +$3.31K +64 +0.9%
MGIA
1952
Matthew Goff Investment Advisor
Texas
$409K +$43.8K +848 +13%
WI
1953
WrapManager Inc
California
$406K -$269K -5,196 -41%
SA
1954
Strategic Advisors
New York
$406K -$62.9K -1,217 -13%
GWSG
1955
GPS Wealth Strategies Group
Colorado
$405K +$382K +7,384 New
PCFFS
1956
Pacific Center for Financial Services
California
$402K – – –
BB
1957
Berkshire Bank
Massachusetts
$401K -$59.2K -1,145 -14%
RP
1958
Riverbridge Partners
Minnesota
$401K -$2.27K -44 -0.6%
SFG
1959
SevenBridge Financial Group
Pennsylvania
$400K +$13.8K +267 +4%
HBWM
1960
Hollow Brook Wealth Management
New York
$398K -$49.5K -957 -12%
LC
1961
Landaas & Company
Wisconsin
$398K – – –
MC
1962
Miramar Capital
Illinois
$398K +$183K +3,535 +80%
SAG
1963
Spotlight Asset Group
Illinois
$396K +$14.7K +285 +4%
FM
1964
Family Management
New York
$396K +$17.4K +337 +5%
FCFC
1965
First Citizens Financial Corp
Iowa
$396K +$29.9K +578 +9%
AMCA
1966
Arthur M. Cohen & Associates
Illinois
$395K – – –
MA
1967
Mezzasalma Advisors
New Jersey
$395K +$372K +7,199 New
PPP
1968
Private Portfolio Partners
New Jersey
$395K -$58.1K -1,124 -14%
TAM
1969
Trillium Asset Management
Massachusetts
$393K +$13.5K +262 +4%
JBA
1970
Johnson Bixby & Associates
Washington
$393K +$370K +7,163 New
QCM
1971
Quest Capital Management
Texas
$391K -$27.7K -535 -7%
CCA
1972
Childress Capital Advisors
Texas
$389K +$365K +7,062 New
EAM
1973
Evanson Asset Management
California
$387K +$60.5K +1,170 +20%
FF
1974
FourThought Financial
Florida
$386K +$365K +7,050 New
HPIA
1975
Hamilton Point Investment Advisors
North Carolina
$385K – – –
77 78
79
80 81