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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1726
Prosperity Wealth Management
California
$568K -$18.1K -290 -3%
RP
1727
Rowlandmiller & Partners
Georgia
$568K – – –
AP
1728
Adero Partners
California
$566K -$39.3K -630 -7%
APWA
1729
Atlas Private Wealth Advisors
New Jersey
$566K +$254K +4,060 +94%
CWM
1730
Concentric Wealth Management
California
$566K +$127K +2,040 +32%
SCM
1731
Soros Capital Management
New York
$564K -$11.5M -183,650 -96%
TP
1732
Tranquility Partners
Tennessee
$560K – – –
LWA
1733
Lantern Wealth Advisors
New York
$560K +$625 +10 +0.1%
RMC
1734
Resources Management Corp
Connecticut
$559K -$3.12K -50 -0.6%
MCP
1735
Mirador Capital Partners
California
$559K -$27.5K -440 -5%
WMA
1736
West Michigan Advisors
Michigan
$559K -$11.2K -180 -2%
EWM
1737
Executive Wealth Management
Michigan
$557K +$209K +3,350 +68%
VCM
1738
Vivaldi Capital Management
Illinois
$557K +$45K +720 +10%
CS
1739
Capital Square
Tennessee
$556K +$35.6K +570 +7%
AIM
1740
Arcadia Investment Management
Michigan
$556K – – –
PWM
1741
Prentice Wealth Management
New York
$556K -$48.7K -780 -9%
FI
1742
Financial Insights
Washington
$556K +$14.4K +230 +3%
FCAS
1743
First Command Advisory Services
Texas
$555K – – –
TPWA
1744
TRUE Private Wealth Advisors
Oregon
$555K +$6.87K +110 +1%
APA
1745
Astoria Portfolio Advisors
New York
$553K -$11.9K -190 -2%
EAM
1746
Evanson Asset Management
California
$553K – – –
JWM
1747
JGP Wealth Management
Oregon
$552K -$43.1K -690 -8%
BFG
1748
Beacon Financial Group
Texas
$550K +$4.37K +70 +0.9%
FOA
1749
Five Oceans Advisors
California
$549K -$1.22M -19,590 -71%
OFS
1750
Orrstown Financial Services
Pennsylvania
$549K +$93.7K +1,500 +23%
68 69
70
71 72