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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2851
Cable Hill Partners
Oregon
$305K -$50.4K -187 -15%
SHWM
2852
Smith & Howard Wealth Management
Georgia
$305K – – –
KAM
2853
Knightsbridge Asset Management
California
$305K +$279K +1,035 New
CFAM
2854
Center For Asset Management
Florida
$304K +$278K +1,033 New
W
2855
Wealthquest
Ohio
$303K +$808 +3 +0.3%
AP
2856
Americana Partners
Texas
$302K -$438K -1,627 -61%
TC
2857
TAP Consulting
Missouri
$302K -$31K -115 -10%
TAIM
2858
TD Ameritrade Investment Management
Nebraska
$302K – – –
MWM
2859
McNaughton Wealth Management
California
$300K +$17.8K +66 +7%
SFS
2860
Summit Financial Strategies
Ohio
$299K +$72.2K +268 +36%
NCM
2861
Nelson Capital Management
California
$298K – – –
AFG
2862
Alterity Financial Group
Maine
$297K +$359K +1,335 New
RZH
2863
Relyea Zuckerberg Hanson
Connecticut
$296K -$105K -390 -29%
OGF
2864
Orin Green Financial
California
$296K -$36.6K -136 -12%
AAMA
2865
Advanced Asset Management Advisors
Ohio
$296K – – –
RC
2866
Ronit Capital
United Kingdom
$295K -$2.6M -9,652 -91%
BWM
2867
Brickley Wealth Management
California
$295K – – –
GPC
2868
Garrison Point Capital
California
$295K – – –
GB
2869
Goepper Burkhardt
South Carolina
$295K – – –
MHR
2870
Matthew Hamilton Rosenberg
$295K – – –
OWM
2871
Orgel Wealth Management
Wisconsin
$295K – – –
PK
2872
Pflug Koory
Nebraska
$295K +$32.8K +122 +14%
CBB
2873
Citizens Business Bank
California
$295K +$269K +1,000 New
TCPWM
2874
Traverso Chambers Private Wealth Management
California
$292K -$1.62K -6 -0.6%
3F
2875
360 Financial
Minnesota
$292K – – –
113 114
115
116 117