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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2451
Blueshift Asset Management
New Jersey
$433K +$404K +6,048 New
W
2452
Wealthquest
Ohio
$433K +$18.2K +272 +5%
WA
2453
Wealth Architects
California
$433K -$18K -269 -4%
GWAG
2454
Garrett Wealth Advisory Group
Texas
$432K +$109K +1,625 +37%
WDC
2455
Woodward Diversified Capital
California
$432K +$30.9K +462 +8%
NCFG
2456
New Century Financial Group
New Jersey
$430K -$382K -5,713 -49%
HCWM
2457
Hidden Cove Wealth Management
Washington
$430K +$40K +599 +11%
AFTS
2458
American Financial & Tax Strategies
New York
$430K -$32.1K -480 -7%
CST
2459
Charles Schwab Trust
Nevada
$429K +$185K +2,773 +86%
ACM
2460
Armbruster Capital Management
New York
$428K – – –
BFA
2461
Bill Few Associates
Pennsylvania
$427K +$8.62K +129 +2%
WHCI
2462
W.H. Cornerstone Investments
Massachusetts
$426K -$29.4K -440 -7%
TWM
2463
Tradition Wealth Management
Minnesota
$426K +$14.2K +213 +4%
WMA
2464
Wealth Management Associates
New Jersey
$426K – – –
RIM
2465
RW Investment Management
Idaho
$424K -$33.9K -507 -8%
PSC
2466
Prentiss Smith & Co
Vermont
$424K – – –
1WM
2467
1900 Wealth Management
Texas
$423K +$13.7K +205 +4%
CCC
2468
Compass Capital Corp
Massachusetts
$422K -$174K -2,602 -31%
HWM
2469
Horizon Wealth Management
Illinois
$422K +$158K +2,359 +67%
WOC
2470
West Oak Capital
California
$422K – – –
JLBC
2471
J.L. Bainbridge & Co
Florida
$421K -$4.14K -62 -1%
RFP
2472
Root Financial Partners
California
$420K +$17K +254 +5%
CGFA
2473
Colton Groome Financial Advisors
North Carolina
$420K +$101K +1,509 +35%
NECFA
2474
New England Capital Financial Advisors
Connecticut
$419K – – –
CFG
2475
Clayton Financial Group
Missouri
$419K – – –
97 98
99
100 101