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Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
3026
Kensington Investment Counsel
California
$4.18M +$131K +1,041 +4%
F4L
3027
Fortune 45 LLC
Louisiana
$4.17M +$78.4K +623 +2%
RGC
3028
Roberts, Glore & Co
Illinois
$4.16M -$107K -851 -3%
SFA
3029
Semmax Financial Advisors
North Carolina
$4.16M -$568K -4,511 -17%
3F
3030
360 Financial
Minnesota
$4.16M +$44.9K +357 +1%
HDA
3031
Harold Davidson & Associates
California
$4.16M -$1.31M -10,388 -28%
SPW
3032
Surience Private Wealth
Washington
$4.16M +$1.6M +12,731 +94%
AMM
3033
American Money Management
California
$4.14M +$180K +1,434 +6%
LFA
3034
Laraway Financial Advisors
Minnesota
$4.13M -$42.8K -340 -1%
WPIC
3035
White Pine Investment Company
Michigan
$4.12M +$3.28M +26,098 New
FPF
3036
First Pacific Financial
Washington
$4.12M +$1.28M +10,155 +64%
LAS
3037
LWM Advisory Services
Florida
$4.11M -$195K -1,551 -6%
BAWC
3038
Boyce & Associates Wealth Consulting
Texas
$4.11M +$82.7K +657 +3%
BZWA
3039
Blue Zone Wealth Advisors
California
$4.09M +$501K +3,979 +18%
BOM
3040
Bank of Marin
California
$4.09M +$80.7K +641 +3%
AL
3041
Aspiriant LLC
California
$4.08M +$3.77K +30 +0.1%
SC
3042
Stephens Consulting
Michigan
$4.08M +$80.9K +643 +3%
RA
3043
Rise Advisors
New York
$4.07M -$12.6K -100 -0.4%
WF
3044
Whelan Financial
California
$4.07M -$76K -604 -2%
RFN
3045
Redwood Financial Network
Ohio
$4.07M +$144K +1,145 +5%
BWM
3046
BlackDiamond Wealth Management
New York
$4.07M -$108K -862 -3%
LCAM
3047
London & Capital Asset Management
United Kingdom
$4.05M +$225K +1,791 +8%
AA
3048
Argent Advisors
Louisiana
$4.05M +$260K +2,066 +9%
AAM
3049
Aureus Asset Management
Massachusetts
$4.04M -$195K -1,551 -6%
IPAM
3050
Investment Partners Asset Management
New Jersey
$4.04M +$29.3K +233 +0.9%
120 121
122
123 124