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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3401
Insight Folios
North Carolina
$270K -$10.8K -240 -4%
BZWA
3402
Blue Zone Wealth Advisors
California
$269K +$277K +6,190 New
WHC
3403
Wulff, Hansen & Co
California
$269K -$28.7K -640 -9%
AM
3404
Atwater Malick
Pennsylvania
$269K -$9.41K -210 -3%
CPW
3405
Crestmont Private Wealth
Texas
$268K -$99K -2,210 -26%
MCM
3406
Mainstay Capital Management
Michigan
$268K -$31.4K -700 -10%
GCL
3407
Gouws Capital LLC
North Carolina
$268K – – –
GWM
3408
GoalFusion Wealth Management
Texas
$267K – – –
SAS
3409
Stelac Advisory Services
New York
$266K -$515K -11,490 -66%
PGF
3410
Plan Group Financial
Oklahoma
$266K -$412K -9,200 -60%
MKC
3411
M. Kraus & Co
Vermont
$265K – – –
YWM
3412
Yoder Wealth Management
California
$264K +$35.8K +800 +15%
JCM
3413
Janney Capital Management
Pennsylvania
$264K -$4.48K -100 -2%
BFIC
3414
Bedell Frazier Investment Counselling
California
$263K +$271K +6,050 New
AWM
3415
Altus Wealth Management
Kentucky
$263K – – –
PIM
3416
Platinum Investment Management
Australia
$262K -$21.1K -470 -7%
BMO
3417
Beck Mack & Oliver
New York
$261K – – –
OBGC
3418
O'Brien Greene & Co
Pennsylvania
$261K – – –
RC
3419
Reik & Co
New York
$261K – – –
CGPCS
3420
Capital Group Private Client Services
California
$261K – – –
SCA
3421
Scott Capital Advisors
Oregon
$260K +$253K +5,640 New
LRIA
3422
Leonard Rickey Investment Advisors
Washington
$259K -$99K -2,210 -27%
RFP
3423
Root Financial Partners
California
$259K +$267K +5,960 New
WA
3424
Waterford Advisors
New York
$259K +$44.8K +1,000 +20%
OFA
3425
Oak Family Advisors
Illinois
$258K -$24.6K -550 -8%
135 136
137
138 139