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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1901
Versant Capital Management
Arizona
$264K +$139 +1 +0.1%
STA
1902
Summit Trail Advisors
New York
$263K -$42.5K -306 -13%
PGA
1903
Portland Global Advisors
Maine
$263K – – –
RWB
1904
RMR Wealth Builders
New Jersey
$263K +$38.5K +277 +16%
PCWA
1905
Pacific Capital Wealth Advisors
California
$262K -$10.7K -77 -4%
SOW
1906
State of Wyoming
Wyoming
$262K +$274K +1,970 New
CAG
1907
Csenge Advisory Group
Florida
$261K +$44.8K +322 +20%
ODG
1908
O'Dell Group
Ohio
$260K – – –
T
1909
TOBAM
France
$259K +$40.6K +292 +18%
CCC
1910
Chelsea Counsel Company
California
$257K – – –
APG
1911
Abacus Planning Group
South Carolina
$257K +$41.2K +296 +18%
WCWM
1912
Willow Creek Wealth Management
California
$256K – – –
CIA
1913
Compass Ion Advisors
Pennsylvania
$256K +$8.62K +62 +3%
RG
1914
Retirement Group
California
$255K +$2.22K +16 +0.8%
JF
1915
JSF Financial
California
$255K +$12.5K +90 +5%
TI
1916
tru Independence
Oregon
$254K -$109K -781 -29%
PWMG
1917
Prestige Wealth Management Group
New Jersey
$252K -$45K -324 -15%
GCMG
1918
Gyroscope Capital Management Group
Florida
$252K – – –
BAM
1919
Bruderman Asset Management
New York
$250K -$10.1K -73 -4%
FFWA
1920
FRG Family Wealth Advisors
Washington
$250K +$20.2K +145 +8%
FA
1921
Financial Advisors
Massachusetts
$249K -$36.1K -260 -12%
UAS
1922
United Asset Strategies
New York
$249K +$261K +1,877 New
BBA
1923
BLB&B Advisors
Pennsylvania
$246K -$15.8K -114 -6%
PD
1924
Planning Directions
Pennsylvania
$246K – – –
CWC
1925
Carolinas Wealth Consulting
North Carolina
$244K +$29.3K +211 +13%
75 76
77
78 79