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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4001
Waterford Advisors
New York
$562K +$187K +302 +66%
6F
4002
626 Financial
Michigan
$562K +$23.5K +38 +5%
VFP
4003
Verus Financial Partners
Virginia
$561K +$64.3K +104 +16%
WA1
4004
Wimmer Associates 1
California
$560K – – –
LTL
4005
Lowery Thomas LLC
California
$560K +$618 +1 +0.1%
CPCP
4006
Cedar Point Capital Partners
Iowa
$559K +$3.09K +5 +0.7%
LFA
4007
Level Financial Advisors
New York
$558K -$11.1K -18 -2%
TW
4008
Towerpoint Wealth
California
$557K +$467K +755 New
GRA
4009
Golden Road Advisors
Florida
$557K +$28.4K +46 +6%
SFS
4010
Security Financial Services
Indiana
$555K +$40.2K +65 +9%
GCM
4011
Greenland Capital Management
New York
$554K -$7.67M -12,405 -94%
ACM
4012
Alamar Capital Management
California
$554K – – –
GPW
4013
Gray Private Wealth
Massachusetts
$553K +$149K +241 +47%
HBWM
4014
Hollow Brook Wealth Management
New York
$552K +$3.71K +6 +0.8%
EA
4015
Emerald Advisors
Washington
$552K -$98.2K -159 -18%
SIC
4016
Sage Investment Counsel
Tennessee
$550K -$185K -300 -29%
SCA
4017
Stillwater Capital Advisors
Pennsylvania
$549K – – –
1WM
4018
1900 Wealth Management
Texas
$549K -$92.7K -150 -17%
NFC
4019
Northstar Financial Companies
Pennsylvania
$547K -$170K -275 -27%
WCWM
4020
Willow Creek Wealth Management
California
$547K +$36.5K +59 +9%
RFG
4021
Range Financial Group
Oregon
$546K -$2.62M -4,240 -85%
HTHT
4022
Hemenway Trust Hemenway Trust
New Hampshire
$546K -$32.1K -52 -7%
HFA
4023
Highland Financial Advisors
New Jersey
$546K – – –
KWA
4024
Kondo Wealth Advisors
California
$546K +$13K +21 +3%
HBS
4025
Howard Bailey Securities
Indiana
$545K +$4.94K +8 +1%
159 160
161
162 163