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Name Holding Trade Value Shares
Change 		Change in
Stake
RFO
5051
RiverGlades Family Offices
Florida
$1.16M +$17.4K +40 +2%
NFA
5052
Northwest Financial Advisors
Virginia
$1.16M -$6.48M -14,930 -86%
GK
5053
Graney & King
New York
$1.16M +$18.2K +42 +2%
LWM
5054
Lighthouse Wealth Management
Ohio
$1.16M +$39.5K +91 +4%
WMWM
5055
Wilkins Miller Wealth Management
Alabama
$1.16M -$75.1K -173 -7%
BWG
5056
Balanced Wealth Group
Ohio
$1.16M +$16.5K +38 +2%
JWS
5057
Juncture Wealth Strategies
Arizona
$1.16M -$33.9K -78 -3%
GOCP
5058
Great Oak Capital Partners
Massachusetts
$1.16M +$9.12K +21 +0.9%
LFA
5059
Lauterbach Financial Advisors
Texas
$1.16M -$137K -315 -12%
PA
5060
Persium Advisors
Georgia
$1.15M -$13.9K -32 -1%
SG
5061
Stanich Group
New York
$1.15M -$434 -1 -0%
TWA
5062
Trellis Wealth Advisors
California
$1.15M – – –
MC
5063
McMorgan & Co
California
$1.15M +$161K +370 +19%
MWM
5064
McMill Wealth Management
Nebraska
$1.15M +$17.8K +41 +2%
JF
5065
Joule Financial
Kentucky
$1.15M -$14.3K -33 -1%
AIA
5066
Alternative Investment Advisors
Florida
$1.15M -$74.3K -171 -7%
GC
5067
Giverny Capital
Quebec, Canada
$1.15M +$137K +316 +16%
HVCM
5068
Hel Ved Capital Management
Hong Kong
$1.14M +$999K +2,300 New
MPCG
5069
Matrix Private Capital Group
New York
$1.14M -$376K -865 -27%
RTC
5070
Real Talk Capital
Tennessee
$1.14M +$434 +1 +0%
ACH
5071
ArrowMark Colorado Holdings
Colorado
$1.14M – – –
BWP
5072
BlueStem Wealth Partners
Minnesota
$1.14M +$223K +513 +29%
TWG
5073
The Wealth Group
Minnesota
$1.14M -$7.82K -18 -0.8%
WFA
5074
Websterrogers Financial Advisors
South Carolina
$1.13M – – –
CCP
5075
Carmel Capital Partners
California
$1.13M +$214K +492 +28%
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