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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1476
Gradient Capital Advisors
California
$489K – – –
KA
1477
Klingman & Associates
New York
$489K +$8.31K +130 +2%
FC
1478
Ferris Capital
Massachusetts
$487K – – –
EWM
1479
Executive Wealth Management
Michigan
$486K – – –
GA
1480
GFS Advisors
Texas
$486K +$90.1K +1,410 +21%
TCM
1481
Tanaka Capital Management
New York
$485K -$179K -2,800 -26%
JSC
1482
Jackson Square Capital
California
$485K +$514K +8,050 New
PMA
1483
Prudent Man Advisors
Illinois
$484K – – –
FWM
1484
Finer Wealth Management
Massachusetts
$483K +$512K +8,020 New
JEST
1485
JTC Employer Solutions Trustee
Jersey
$482K -$1.2M -18,850 -70%
BL
1486
Balentine LLC
Georgia
$481K +$90.7K +1,420 +22%
CWM
1487
Centric Wealth Management
Illinois
$480K +$7.67K +120 +2%
PC
1488
Periscope Capital
Ontario, Canada
$478K +$507K +7,940 New
SIA
1489
Soltis Investment Advisors
Utah
$477K +$28.1K +440 +6%
BBNA
1490
Bremer Bank National Association
Minnesota
$476K – – –
EL
1491
Essex LLC
Illinois
$476K – – –
CWS
1492
Cypress Wealth Services
California
$476K +$11.5K +180 +2%
AWG
1493
Altus Wealth Group
Colorado
$471K – – –
VBFG
1494
Vishria Bird Financial Group
Tennessee
$471K – – –
TCM
1495
TD Capital Management
Tennessee
$469K -$20.4K -320 -4%
GP
1496
Girard Partners
Pennsylvania
$468K -$639 -10 -0.1%
CA
1497
Calton & Associates
Florida
$468K +$21.7K +340 +5%
OCM
1498
Orion Capital Management
California
$466K -$128K -2,000 -21%
CCA
1499
Cobblestone Capital Advisors
New York
$466K – – –
PIM
1500
Perpetual Investment Management
Australia
$464K -$3.64M -57,000 -88%
58 59
60
61 62