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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
2226
Polaris Wealth Advisory Group
California
$378K +$405K +6,756 New
WP
2227
WealthPLAN Partners
Nebraska
$378K +$12.2K +203 +3%
MRWM
2228
ML&R Wealth Management
Texas
$378K -$4.14K -69 -1%
WA
2229
Wealth Architects
California
$377K -$4.02K -67 -1%
DIP
2230
Davis Investment Partners
North Carolina
$377K – – –
OAM
2231
Oak Asset Management
California
$377K – – –
WAAG
2232
Wealth Alliance Advisory Group
Kansas
$376K +$120 +2 +0%
GKWIM
2233
Gerber Kawasaki Wealth & Investment Management
California
$374K +$55.4K +923 +16%
JWM
2234
Janiczek Wealth Management
Colorado
$373K +$110K +1,830 +38%
HCA
2235
Horan Capital Advisors
Ohio
$373K +$196K +3,265 +96%
TIA
2236
Tiemann Investment Advisors
California
$373K -$5.4K -90 -1%
PSC
2237
Prentiss Smith & Co
Vermont
$373K -$13K -216 -3%
ACM
2238
Armbruster Capital Management
New York
$371K -$48K -800 -11%
SSWG
2239
Seven Springs Wealth Group
Tennessee
$370K – – –
IF
2240
Insight Folios
North Carolina
$370K +$28.3K +472 +8%
CHP
2241
Cable Hill Partners
Oregon
$369K +$2.64K +44 +0.7%
FA
2242
Fiducient Advisors
Illinois
$369K +$392K +6,538 New
MA
2243
Mezzasalma Advisors
New Jersey
$368K – – –
BHPW
2244
Beverly Hills Private Wealth
California
$366K -$390K -6,505 -50%
GIP
2245
Granite Investment Partners
California
$365K – – –
TDC
2246
Thompson Davis & Co
Virginia
$365K +$4.38K +73 +1%
PWM
2247
Paulson Wealth Management
Illinois
$365K +$16K +266 +4%
MAM
2248
Mystic Asset Management
Rhode Island
$365K -$39K -650 -9%
KI
2249
Kapitalo Investimentos
Brazil
$365K +$264K +4,402 +209%
CNB
2250
Camden National Bank
Maine
$364K -$1.5K -25 -0.4%
88 89
90
91 92