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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
3776
Guardian Partners
Canada
$731K -$3.09K -5 -0.5%
LF
3777
LifeSteps Financial
California
$729K -$50.1K -81 -8%
WA
3778
Westfuller Advisors
New York
$727K +$329K +533 +118%
CTC
3779
Cetera Trust Company
Minnesota
$726K – – –
LAM
3780
Lountzis Asset Management
Pennsylvania
$725K – – –
GB
3781
Goepper Burkhardt
South Carolina
$723K +$18.5K +30 +3%
DO
3782
denkapparat Operations
Germany
$723K +$86.5K +140 +17%
HWA
3783
Heartwood Wealth Advisors
Virginia
$723K -$9.89K -16 -2%
CAG
3784
Compass Advisory Group
New York
$720K +$21.6K +35 +4%
JA
3785
JVL Associates
Michigan
$717K +$618 +1 +0.1%
RA
3786
Riverstone Advisors
Texas
$717K -$47K -76 -7%
HKIM
3787
Hayek Kallen Investment Management
Alabama
$717K +$211K +342 +54%
BTC
3788
Bank & Trust Company
Illinois
$717K +$30.3K +49 +5%
LAS
3789
LWM Advisory Services
Florida
$717K -$8.65K -14 -1%
CIEC
3790
Crédit Industriel et Commercial
France
$716K -$131K -212 -18%
CFA
3791
CWS Financial Advisors
Michigan
$715K – – –
TCM
3792
TD Capital Management
Tennessee
$713K +$80.3K +130 +16%
MPIA
3793
Milestones Private Investment Advisors
New York
$713K +$597K +966 New
KTC
3794
Kentucky Trust Company
Kentucky
$713K +$24.7K +40 +4%
CF
3795
Crosspoint Financial
California
$712K – – –
EC
3796
Eaton-Cambridge
Arizona
$712K +$194K +314 +48%
TDWM
3797
Topel & Distasi Wealth Management
California
$711K +$79.1K +128 +15%
TWP
3798
Tower Wealth Partners
Pennsylvania
$711K +$127K +206 +27%
MKW
3799
Mullaney, Keating & Wright
Connecticut
$708K -$19.8K -32 -3%
CAC
3800
Certified Advisory Corp
Florida
$708K +$47K +76 +9%
150 151
152
153 154