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Name Holding Trade Value Shares
Change 		Change in
Stake
6F
4001
626 Financial
Michigan
$562K +$23.5K +38 +5%
VFP
4002
Verus Financial Partners
Virginia
$561K +$64.3K +104 +16%
WA1
4003
Wimmer Associates 1
California
$560K – – –
LTL
4004
Lowery Thomas LLC
California
$560K +$618 +1 +0.1%
CPCP
4005
Cedar Point Capital Partners
Iowa
$559K +$3.09K +5 +0.7%
LFA
4006
Level Financial Advisors
New York
$558K -$11.1K -18 -2%
TW
4007
Towerpoint Wealth
California
$557K +$467K +755 New
GRA
4008
Golden Road Advisors
Florida
$557K +$28.4K +46 +6%
SFS
4009
Security Financial Services
Indiana
$555K +$40.2K +65 +9%
GCM
4010
Greenland Capital Management
New York
$554K -$7.67M -12,405 -94%
ACM
4011
Alamar Capital Management
California
$554K – – –
GPW
4012
Gray Private Wealth
Massachusetts
$553K +$149K +241 +47%
HBWM
4013
Hollow Brook Wealth Management
New York
$552K +$3.71K +6 +0.8%
EA
4014
Emerald Advisors
Washington
$552K -$98.2K -159 -18%
SIC
4015
Sage Investment Counsel
Tennessee
$550K -$185K -300 -29%
SCA
4016
Stillwater Capital Advisors
Pennsylvania
$549K – – –
1WM
4017
1900 Wealth Management
Texas
$549K -$92.7K -150 -17%
NFC
4018
Northstar Financial Companies
Pennsylvania
$547K -$170K -275 -27%
WCWM
4019
Willow Creek Wealth Management
California
$547K +$36.5K +59 +9%
RFG
4020
Range Financial Group
Oregon
$546K -$2.62M -4,240 -85%
HTHT
4021
Hemenway Trust Hemenway Trust
New Hampshire
$546K -$32.1K -52 -7%
HFA
4022
Highland Financial Advisors
New Jersey
$546K – – –
KWA
4023
Kondo Wealth Advisors
California
$546K +$13K +21 +3%
HBS
4024
Howard Bailey Securities
Indiana
$545K +$4.94K +8 +1%
DFP
4025
Defined Financial Planning
California
$545K -$100K -162 -17%
159 160
161
162 163