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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1001
Certified Advisory Corp
Florida
$470K -$4.95K -140 -1%
HCM
1002
Hollencrest Capital Management
California
$470K +$89.5K +2,530 +25%
MSE
1003
MUFG Securities EMEA
United Kingdom
$469K -$34.1M -963,670 -99%
SBWIC
1004
Schaper Benz & Wise Investment Counsel
Wisconsin
$469K – – –
ZF
1005
Zhang Financial
Michigan
$469K – – –
RFM
1006
Royal Fund Management
Florida
$467K +$198K +5,600 +82%
LWM
1007
Loveless Wealth Management
Montana
$464K – – –
RCM
1008
RB Capital Management
Nevada
$459K – – –
PTC
1009
Private Trust Company
Ohio
$455K -$111K -3,150 -21%
BCM
1010
Bluefin Capital Management
New York
$453K -$3.68M -104,100 -90%
CA
1011
Calton & Associates
Florida
$453K -$181K -5,130 -30%
TL
1012
TrueWealth LLC
Georgia
$450K -$2.48K -70 -0.6%
PCS
1013
Personal CFO Solutions
New Jersey
$449K +$46K +1,300 +12%
AIA
1014
Angeles Investment Advisors
California
$448K +$90.9K +2,570 +31%
KFC
1015
Klingenstein Fields & Co
New York
$445K +$1.42K +40 +0.3%
CAMG
1016
CWA Asset Management Group
Florida
$443K -$408K -11,530 -49%
CAM
1017
Crestone Asset Management
Colorado
$443K +$417K +11,790 New
TNA
1018
True North Advisors
Texas
$441K -$35.4K -1,000 -8%
WA
1019
Wealth Architects
California
$440K +$173K +4,890 +72%
MFW
1020
Meristem Family Wealth
Minnesota
$437K -$6.72K -190 -2%
PCP
1021
Proficio Capital Partners
Massachusetts
$437K +$161K +4,560 +67%
ECM
1022
ExodusPoint Capital Management
New York
$436K -$15.2M -428,780 -97%
HFG
1023
Heron Financial Group
New York
$435K – – –
CBFP
1024
Cedar Brook Financial Partners
Ohio
$435K +$98.4K +2,780 +32%
MSR
1025
Main Street Research
Connecticut
$427K +$115K +3,260 +40%
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