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Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1176
Laurie J. Hall Trustee
$44K – – –
MUMSS
1177
Mitsubishi UFJ Morgan Stanley Securities
Japan
$44K +$40.6K +400 New
LWM
1178
Liberty Wealth Management
California
$43K +$32.4K +320 +427%
DCM
1179
Disciplina Capital Management
Tennessee
$42.3K +$5.58K +55 +17%
AP
1180
Arlington Partners
Alabama
$42K – – –
MA
1181
Montag & Associates
Georgia
$41K -$177K -1,750 -82%
GA
1182
GoalVest Advisory
New York
$41K – – –
NR
1183
Newfound Research
Massachusetts
$41K +$1.52K +15 +4%
RFA
1184
Reilly Financial Advisors
California
$40K +$7.1K +70 +24%
BFC
1185
Bedel Financial Consulting
Indiana
$36K +$16.2K +160 +97%
CWA
1186
Clearview Wealth Advisors
Oregon
$34K – – –
LAS
1187
Lloyd Advisory Services
Georgia
$34K +$10.1K +100 +49%
AAP
1188
Arax Advisory Partners
Colorado
$33K +$30.4K +300 New
PWMG
1189
Prestige Wealth Management Group
New Jersey
$32K -$1.01K -10 -3%
IRC
1190
Investors Research Corp
Georgia
$32K – – –
JWM
1191
Janiczek Wealth Management
Colorado
$31K -$5.07K -50 -15%
CFO
1192
CVA Family Office
Colorado
$30K -$43.1K -425 -61%
WAM
1193
Wolverine Asset Management
Illinois
$30K -$3.55K -35 -11%
HL
1194
Harding Loevner
New Jersey
$30K – – –
SFP
1195
Sterling Financial Planning
New Jersey
$30K – – –
SWM
1196
Selective Wealth Management
Virginia
$30K +$27.4K +270 New
CFFP
1197
Center for Financial Planning
Michigan
$29K -$15.2K -150 -36%
AF
1198
Allworth Financial
California
$29K – – –
RA
1199
Resolute Advisors
California
$28K -$5.58K -55 -18%
LWANC
1200
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
46 47
48
49 50