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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2976
Bourgeon Capital Management
Connecticut
$4.42M -$134K -1,061 -4%
ATFA
2977
All Terrain Financial Advisors
Minnesota
$4.41M – – –
DCM
2978
Davidson Capital Management
Texas
$4.41M +$668K +5,305 +23%
GCWM
2979
Guided Capital Wealth Management
Texas
$4.4M +$8.81K +70 +0.3%
CFC
2980
Coyle Financial Counsel
Illinois
$4.39M +$415K +3,295 +13%
AF
2981
Atala Financial
California
$4.39M -$3.15K -25 -0.1%
MCCA
2982
Mill Creek Capital Advisors
Pennsylvania
$4.39M -$1.19M -9,472 -25%
WFAG
2983
Worth Financial Advisory Group
North Carolina
$4.38M +$422K +3,354 +14%
WCFA
2984
Walkner Condon Financial Advisors
Wisconsin
$4.38M -$33.5K -266 -0.9%
GGS
2985
Galvin Gaustad & Stein
Arizona
$4.38M -$278K -2,213 -7%
MWP
2986
Meridian Wealth Partners
Pennsylvania
$4.38M +$943K +7,493 +37%
GCA
2987
Gradient Capital Advisors
California
$4.38M +$90.6K +720 +3%
SA
2988
SRN Advisors
Pennsylvania
$4.37M +$1.62M +12,871 +87%
SFPG
2989
Stonebridge Financial Planning Group
Florida
$4.37M -$83.2K -661 -2%
ACM
2990
Advance Capital Management
Michigan
$4.36M -$141K -1,123 -4%
DIP
2991
DT Investment Partners
Pennsylvania
$4.36M -$50.6K -402 -1%
ODIJL
2992
One Day In July LLC
Vermont
$4.35M +$145K +1,155 +4%
CWP
2993
Core Wealth Partners
California
$4.33M +$439K +3,487 +15%
AIP
2994
Arrowpoint Investment Partners
Singapore
$4.33M +$1.93M +15,336 +127%
WWC
2995
Waypoint Wealth Counsel
Georgia
$4.32M +$312K +2,481 +10%
CNAM
2996
Campbell Newman Asset Management
Wisconsin
$4.31M -$12K -95 -0.3%
MCM
2997
Mainstream Capital Management
California
$4.31M -$351K -2,789 -9%
HC
2998
Hendley & Co
Ohio
$4.3M -$31.5K -250 -0.9%
GPWM
2999
Grant Private Wealth Management
California
$4.3M -$3.62M -28,758 -51%
BWAM
3000
Boyd Watterson Asset Management
Ohio
$4.29M -$365K -2,900 -10%
118 119
120
121 122