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Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
3626
Boothe Investment Group
Delaware
$595K -$20.4K -95 -3%
HGWM
3627
Horst & Graben Wealth Management
Oregon
$593K +$430 +2 +0.1%
OFS
3628
Oldfather Financial Services
Nebraska
$593K +$72.5K +337 +16%
SMF
3629
Sterling Manor Financial
New York
$591K +$572K +2,658 New
TPW
3630
TL Private Wealth
Texas
$588K +$1.5K +7 +0.3%
PAMP
3631
Polar Asset Management Partners
Ontario, Canada
$587K -$175K -813 -24%
PCFFS
3632
Pacific Center for Financial Services
California
$587K -$17K -79 -3%
CWM
3633
Cranbrook Wealth Management
Michigan
$587K +$27.3K +127 +5%
BWM
3634
Biltmore Wealth Management
Arizona
$586K +$36.3K +169 +7%
WWM
3635
WJ Wealth Management
Arizona
$585K +$32.3K +150 +6%
ECM
3636
Ensemble Capital Management
California
$582K +$255K +1,186 +83%
LP
3637
LGL Partners
Pennsylvania
$581K -$238K -1,106 -30%
PWS
3638
Private Wealth Strategies
Ohio
$581K +$122K +568 +28%
SWA
3639
Sightline Wealth Advisors
Connecticut
$581K +$562K +2,612 New
IDA
3640
Intelligence Driven Advisers
California
$580K -$59.1K -275 -10%
KFA
3641
Krane Funds Advisors
New York
$579K +$169K +784 +43%
AL
3642
Arnhold LLC
New York
$578K – – –
IMA
3643
Investment Management Associates
Colorado
$576K +$557K +2,589 New
PFM
3644
Peak Financial Management
Massachusetts
$569K +$95.3K +443 +21%
MFA
3645
McClarren Financial Advisors
Pennsylvania
$569K +$524K +2,437 New
BWM
3646
Brickley Wealth Management
California
$567K +$25.8K +120 +5%
AFS
3647
Aft Forsyth & Sober
Florida
$567K +$516K +2,400 +1,600%
FPIS
3648
Financial Planning & Information Services
Wisconsin
$566K +$41.5K +193 +8%
3F
3649
360 Financial
Minnesota
$563K -$14K -65 -3%
HPWA
3650
Hall Private Wealth Advisors
North Carolina
$563K +$544K +2,532 New
144 145
146
147 148