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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1726
Accredited Investors
Minnesota
$573K – – –
LSIA
1727
LaSalle St. Investment Advisors
Illinois
$571K -$162K -2,590 -23%
ASG
1728
Ariston Services Group
California
$570K – – –
PWM
1729
Prosperity Wealth Management
California
$568K -$18.1K -290 -3%
RP
1730
Rowlandmiller & Partners
Georgia
$568K – – –
AP
1731
Adero Partners
California
$566K -$39.3K -630 -7%
APWA
1732
Atlas Private Wealth Advisors
New Jersey
$566K +$254K +4,060 +94%
CWM
1733
Concentric Wealth Management
California
$566K +$127K +2,040 +32%
SCM
1734
Soros Capital Management
New York
$564K -$11.5M -183,650 -96%
TP
1735
Tranquility Partners
Tennessee
$560K – – –
LWA
1736
Lantern Wealth Advisors
New York
$560K +$625 +10 +0.1%
RMC
1737
Resources Management Corp
Connecticut
$559K -$3.12K -50 -0.6%
MCP
1738
Mirador Capital Partners
California
$559K -$27.5K -440 -5%
WMA
1739
West Michigan Advisors
Michigan
$559K -$11.2K -180 -2%
EWM
1740
Executive Wealth Management
Michigan
$557K +$209K +3,350 +68%
VCM
1741
Vivaldi Capital Management
Illinois
$557K +$45K +720 +10%
CS
1742
Capital Square
Tennessee
$556K +$35.6K +570 +7%
AIM
1743
Arcadia Investment Management
Michigan
$556K – – –
PWM
1744
Prentice Wealth Management
New York
$556K -$48.7K -780 -9%
FI
1745
Financial Insights
Washington
$556K +$14.4K +230 +3%
FCAS
1746
First Command Advisory Services
Texas
$555K – – –
TPWA
1747
TRUE Private Wealth Advisors
Oregon
$555K +$6.87K +110 +1%
APA
1748
Astoria Portfolio Advisors
New York
$553K -$11.9K -190 -2%
EAM
1749
Evanson Asset Management
California
$553K – – –
JWM
1750
JGP Wealth Management
Oregon
$552K -$43.1K -690 -8%
68 69
70
71 72