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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
Wealth Architects
California
$221K +$203K +6,830 New
PRC
1177
Pearl River Capital
Michigan
$221K +$203K +6,840 New
PWAG
1178
Polaris Wealth Advisory Group
California
$220K -$1.32M -44,530 -87%
TCM
1179
Tufton Capital Management
Maryland
$220K +$202K +6,800 New
PCP
1180
Proficio Capital Partners
Massachusetts
$219K +$201K +6,770 New
CW
1181
CreativeOne Wealth
Kansas
$218K +$200K +6,730 New
BS
1182
Boenning & Scattergood
Pennsylvania
$218K +$200K +6,750 New
CFA
1183
Capstone Financial Advisors
Illinois
$216K +$198K +6,670 New
PHK
1184
Point72 Hong Kong
Hong Kong
$216K +$198K +6,690 New
ALAM
1185
Asahi Life Asset Management
Japan
$215K – – –
HFM
1186
Hartford Financial Management
Connecticut
$215K – – –
KC
1187
Knuff & Co
California
$215K – – –
LF
1188
LifeSteps Financial
California
$215K +$197K +6,630 New
WIA
1189
Wealthstreet Investment Advisors
Texas
$215K +$197K +6,650 New
WP
1190
WMS Partners
Maryland
$214K -$36.8K -1,240 -16%
LWM
1191
Lenox Wealth Management
Ohio
$214K +$10.1K +340 +5%
SXL
1192
Summit X LLC
Missouri
$214K +$195K +6,570 New
TGAM
1193
TBH Global Asset Management
Tennessee
$214K +$196K +6,600 New
TWM
1194
Titus Wealth Management
California
$214K +$196K +6,610 New
MS
1195
Madden Securities
Texas
$212K +$196K +6,600 New
AI
1196
Accredited Investors
Minnesota
$211K +$194K +6,530 New
BL
1197
BFSG LLC
California
$211K +$194K +6,530 New
BST
1198
Bath Savings Trust
Maine
$211K +$194K +6,550 New
KBFS
1199
Kohmann Bosshard Financial Services
Ohio
$210K – – –
IDA
1200
Intelligence Driven Advisers
California
$210K +$192K +6,480 New
46 47
48
49 50