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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1926
Sonora Investment Management Group
Arizona
$347K – – –
MWA
1927
Motive Wealth Advisors
Michigan
$347K +$322K +5,710 New
TWM
1928
Thrive Wealth Management
Pennsylvania
$347K +$14.7K +260 +5%
ICM
1929
IMS Capital Management
Oregon
$346K – – –
LF
1930
Lantz Financial
Illinois
$346K +$6.2K +110 +2%
MCWS
1931
McKinley Carter Wealth Services
West Virginia
$344K – – –
FNT
1932
First Nebraska Trust
Nebraska
$344K – – –
SCM
1933
Seascape Capital Management
New Hampshire
$344K – – –
SFA
1934
Source Financial Advisors
New York
$344K +$18.6K +330 +6%
DP
1935
Dearborn Partners
Illinois
$343K -$5.07K -90 -2%
LOAMU
1936
Lombard Odier Asset Management (USA)
New York
$343K +$318K +5,640 New
FDCP
1937
Foster Dykema Cabot & Partners
Massachusetts
$342K +$17.5K +310 +6%
APM
1938
a16z Perennial Management
California
$341K – – –
HKIMG
1939
Hutchens & Kramer Investment Management Group
Indiana
$341K +$40K +710 +15%
PCMC
1940
Planning Capital Management Corporation
Pennsylvania
$341K -$564 -10 -0.2%
RI
1941
Ridgewood Investments
New Jersey
$340K -$11.3K -200 -3%
MLA
1942
My Legacy Advisors
Oregon
$339K +$36.1K +640 +13%
IDA
1943
Intelligence Driven Advisers
California
$339K +$52.4K +930 +20%
FWM
1944
FMB Wealth Management
California
$338K – – –
BWM
1945
BlackDiamond Wealth Management
New York
$336K +$4.51K +80 +1%
WC
1946
Weil Company
California
$336K +$312K +5,540 New
MWM
1947
Meritas Wealth Management
California
$336K – – –
HWM
1948
Horizon Wealth Management
Illinois
$336K +$69.9K +1,240 +29%
IWS
1949
Insight Wealth Strategies
California
$335K -$5.07K -90 -2%
HP
1950
Hilltop Partners
Indiana
$335K +$3.95K +70 +1%
76 77
78
79 80