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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2551
Alhambra Investment Management
Florida
$512K +$25K +100 +5%
FWP
2552
Falcon Wealth Planning
California
$512K +$39.7K +159 +7%
PP
2553
Patron Partners
Texas
$512K +$59K +236 +11%
P
2554
&Partners
Tennessee
$511K +$22.2K +89 +4%
LAM
2555
Lingohr Asset Management
Germany
$511K +$575K +2,300 New
FRA
2556
Frank Rimerman Advisors
California
$511K +$60.7K +243 +12%
UIA
2557
UBP Investment Advisors
Switzerland
$510K +$79K +316 +16%
CWG
2558
Cornerstone Wealth Group
North Carolina
$509K -$163K -653 -22%
HWM
2559
Howard Wealth Management
Connecticut
$509K +$3.75K +15 +0.7%
EWM
2560
Endurance Wealth Management
Rhode Island
$508K – – –
LFG
2561
Larson Financial Group
Missouri
$506K +$6.75K +27 +1%
RW
2562
REDW Wealth
New Mexico
$505K +$25K +100 +5%
MTWM
2563
Masso Torrence Wealth Management
New Jersey
$503K -$22.5K -90 -4%
FMN
2564
Financial Management Network
California
$503K – – –
NEWAS
2565
N.E.W. Advisory Services
Wisconsin
$502K -$12.5K -50 -3%
PHIC
2566
Pine Haven Investment Counsel
Massachusetts
$502K +$19K +76 +3%
NAS
2567
Nicolet Advisory Services
Wisconsin
$501K +$79K +316 +16%
SWM
2568
Segment Wealth Management
Texas
$499K -$1.63M -6,504 -74%
FFC
2569
Fure Financial Corporation
Minnesota
$498K +$561K +2,243 New
AWM
2570
Adams Wealth Management
Utah
$497K +$73.5K +294 +15%
LNWTC
2571
Laird Norton Wetherby Trust Company
Washington
$496K +$8.25K +33 +1%
SN
2572
Sittner & Nelson
Oregon
$492K +$6.25K +25 +1%
F4L
2573
Fortune 45 LLC
Louisiana
$492K +$51K +204 +10%
RP
2574
Rowlandmiller & Partners
Georgia
$490K +$34.2K +137 +7%
CIA
2575
Cladis Investment Advisory
Montana
$489K – – –
101 102
103
104 105