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Name Holding Trade Value Shares
Change 		Change in
Stake
I
3826
InceptionR
California
$758K +$620K +6,136 New
GFWA
3827
Grey Fox Wealth Advisors
Delaware
$758K -$9.91K -98 -2%
MF
3828
Montis Financial
Massachusetts
$757K +$116K +1,145 +23%
JGIA
3829
Jackson Grant Investment Advisers
Connecticut
$755K +$131K +1,291 +27%
ST
3830
Somerset Trust
Pennsylvania
$754K -$266K -2,628 -30%
TA
3831
TPG Advisors
Illinois
$753K +$616K +6,096 New
CWA
3832
Cornerstone Wealth Advisors
Minnesota
$751K -$407K -4,030 -40%
CAM
3833
CenterStar Asset Management
Illinois
$750K -$4.26M -42,138 -87%
RC
3834
Reik & Co
New York
$749K +$6.07K +60 +1%
EP
3835
Essential Planning
New Hampshire
$748K +$612K +6,057 New
GCL
3836
Gouws Capital LLC
North Carolina
$747K -$94K -930 -13%
HPC
3837
Hobart Private Capital
North Carolina
$745K +$194K +1,917 +47%
AA
3838
AlphaCentric Advisors
Puerto Rico
$742K +$539K +5,329 +784%
CHM
3839
Collaborative Holdings Management
New York
$741K -$2.93M -29,000 -83%
BCFD
3840
Boit C.F. David
$741K – – –
NC
3841
Napatree Capital
Rhode Island
$739K +$268K +2,653 +80%
NWA
3842
New World Advisors
Massachusetts
$739K +$47.5K +470 +9%
CPWM
3843
Cypress Point Wealth Management
Texas
$739K -$88.1K -871 -13%
AWM
3844
Absher Wealth Management
North Carolina
$738K -$37.4K -370 -6%
RP
3845
Riverwater Partners
Wisconsin
$737K -$70.2K -694 -10%
VCP
3846
Vista Capital Partners
Oregon
$736K +$133K +1,316 +28%
DW
3847
Durante & Waters
New York
$736K +$602K +5,955 New
BAM
3848
Bayshore Asset Management
Florida
$735K – – –
ACM
3849
Absolute Capital Management
Pennsylvania
$735K +$68.7K +679 +13%
GLLW
3850
Graves Light Lenhart Wealth
Virginia
$735K +$26.3K +260 +5%
152 153
154
155 156