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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1726
Independent Solutions Wealth Management
New York
$256K -$464K -4,318 -68%
BOS
1727
Bingham Osborn & Scarborough
California
$255K -$18.3K -170 -8%
TIM
1728
Thornburg Investment Management
New Mexico
$255K – – –
RWB
1729
RMR Wealth Builders
New Jersey
$255K +$60.5K +564 +38%
FA
1730
Financial Advisors
Massachusetts
$254K +$217K +2,020 New
HZ
1731
Hixon Zuercher
Ohio
$254K +$217K +2,023 New
RG
1732
Retirement Group
California
$253K -$43.9K -409 -17%
APWM
1733
Atlas Private Wealth Management
New York
$253K -$29.4K -274 -12%
UIA
1734
UBP Investment Advisors
Switzerland
$253K +$217K +2,018 New
TWP
1735
TFO Wealth Partners
Ohio
$252K – – –
CFA
1736
Capstone Financial Advisors
Illinois
$252K +$215K +2,004 New
ARTA
1737
A.R.T. Advisors
New York
$251K -$816K -7,600 -79%
MHR
1738
Matthew Hamilton Rosenberg
$251K – – –
PR
1739
Payden & Rygel
California
$251K – – –
BFIC
1740
Bedell Frazier Investment Counselling
California
$251K +$215K +1,999 New
EDRIA
1741
Edmonds Duncan Registered Investment Advisors
Kansas
$251K +$215K +2,000 New
VW
1742
Vantage Wealth
California
$251K +$215K +2,000 New
PWAG
1743
Polaris Wealth Advisory Group
California
$250K -$25.4M -237,045 -99%
VCM
1744
Versant Capital Management
Arizona
$250K +$107 +1 +0.1%
PGA
1745
Portland Global Advisors
Maine
$249K +$213K +1,982 New
SWM
1746
SeaCrest Wealth Management
New York
$248K -$10.2K -95 -5%
BFO
1747
Biltmore Family Office
North Carolina
$248K +$212K +1,971 New
SEEDPG
1748
S.E.E.D. Planning Group
New York
$247K +$211K +1,970 New
PCM
1749
Princeton Capital Management
New Jersey
$246K -$22.8K -212 -10%
BCP
1750
Blue Chip Partners
Michigan
$245K +$73.3K +683 +54%
68 69
70
71 72