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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
3876
Joseph P. Lucia & Associates
New York
$239K -$860 -4 -0.4%
NIA
3877
NIA Impact Advisors
California
$239K +$235K +1,095 New
WC
3878
Weil Company
California
$237K -$12K -56 -5%
TPCM
3879
Three Peaks Capital Management
Colorado
$237K +$229K +1,066 New
FCT
3880
Family Capital Trust
Massachusetts
$234K – – –
LAM
3881
Lountzis Asset Management
Pennsylvania
$234K – – –
QCM
3882
Quantinno Capital Management
New York
$234K – – –
GWAG
3883
Garrett Wealth Advisory Group
Texas
$232K -$7.31K -34 -3%
SEM
3884
Strategic Equity Management
Arizona
$229K +$221K +1,030 New
WGCA
3885
Wolf Group Capital Advisors
Virginia
$228K – – –
MAM
3886
MMA Asset Management
Pennsylvania
$228K +$220K +1,023 New
FSWA
3887
Financial Synergies Wealth Advisors
Texas
$228K +$1.94K +9 +0.9%
FPC
3888
Falcon Point Capital
California
$227K -$59.3K -276 -21%
SC
3889
Saybrook Capital
North Carolina
$227K – – –
HCA
3890
Hyperion Capital Advisors
New York
$224K – – –
NEGWA
3891
New England Guild Wealth Advisors
Connecticut
$223K +$2.15K +10 +1%
NWA
3892
Navis Wealth Advisors
New York
$223K +$215K +1,001 New
WOSD
3893
WFA of San Diego
California
$222K -$57.8K -269 -4%
IFA
3894
Interactive Financial Advisors
Illinois
$222K – – –
TWP
3895
Treybourne Wealth Planners
Indiana
$222K +$214K +997 New
CFGF
3896
Compass Financial Group (Florida)
Florida
$221K -$30.1K -140 -12%
KCM
3897
Kendall Capital Management
Maryland
$221K -$9.68K -45 -4%
GC
3898
Gibson Capital
Pennsylvania
$220K – – –
AIA
3899
Armor Investment Advisors
North Carolina
$220K +$212K +987 New
TSA
3900
Tri-Star Advisors
Texas
$218K – – –
154 155
156
157 158