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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2076
Latitude Advisors
Florida
$638K -$35.2K -370 -5%
MCP
2077
Mirador Capital Partners
California
$638K +$99.9K +1,050 +18%
JCIA
2078
Jackson Creek Investment Advisors
Colorado
$636K -$33.3K -350 -5%
HTWM
2079
Hartmann Taylor Wealth Management
Texas
$636K +$649K +6,820 New
CCA
2080
Cobblestone Capital Advisors
New York
$635K – – –
MLA
2081
My Legacy Advisors
Oregon
$635K +$14.3K +150 +2%
AWM
2082
Ariadne Wealth Management
California
$632K +$2.85K +30 +0.5%
MA
2083
MJP Associates
Connecticut
$631K +$55.2K +580 +9%
PS
2084
Planned Solutions
California
$631K +$644K +6,770 New
FMTC
2085
Farmers & Merchants Trust Company
California
$631K +$33.3K +350 +5%
CIA
2086
Cladis Investment Advisory
Montana
$629K – – –
MCA
2087
Magnolia Capital Advisors
Mississippi
$629K -$19K -200 -3%
WFS
2088
WealthGarden F.S.
California
$628K -$7.61K -80 -1%
WDG
2089
Wealth Dimensions Group
Ohio
$628K +$5.71K +60 +0.9%
ML
2090
Mayport LLC
Massachusetts
$628K -$5.71K -60 -0.9%
OA
2091
Oxbow Advisors
Texas
$626K -$7.61K -80 -1%
MWA
2092
Monograph Wealth Advisors
California
$625K -$7.61K -80 -1%
LCM
2093
LRT Capital Management
Texas
$624K -$261K -2,740 -29%
BMD
2094
Better Money Decisions
New Mexico
$624K -$7.61K -80 -1%
LIM
2095
Leavell Investment Management
Alabama
$623K +$9.51K +100 +2%
WA
2096
WPG Advisers
Maryland
$623K +$114K +1,200 +22%
SDWMA
2097
Schneider Downs Wealth Management Advisors
Pennsylvania
$622K +$38K +400 +6%
FAN
2098
Financial Advisors Network
California
$621K +$11.4K +120 +2%
SFC
2099
SYM Financial Corp
Indiana
$620K +$147K +1,550 +30%
SA
2100
SFI Advisors
New Jersey
$619K – – –
82 83
84
85 86