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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2126
Legacy Wealth Management (Mississippi)
Mississippi
$376K – – –
LFA
2127
Laraway Financial Advisors
Minnesota
$376K – – –
OWM
2128
Opes Wealth Management
California
$376K +$33.2K +2,100 +7%
RCG
2129
Rock Creek Group
District of Columbia
$375K +$8.22K +520 +2%
BFIC
2130
Bedell Frazier Investment Counselling
California
$375K +$489K +30,920 New
KNW
2131
Kesler Norman & Wride
Utah
$374K -$115K -7,290 -19%
PC
2132
Pecaut & Co
Iowa
$374K -$36.5K -2,310 -7%
CFC
2133
Coyle Financial Counsel
Illinois
$374K +$12K +760 +3%
MWM
2134
McNaughton Wealth Management
California
$374K +$86.2K +5,450 +21%
AWM
2135
Avaii Wealth Management
Wisconsin
$374K +$113K +7,120 +30%
DMBA
2136
Deseret Mutual Benefit Administrators
Utah
$373K -$90.6K -5,730 -16%
ML
2137
McAdam LLC
Pennsylvania
$372K -$35.4K -2,240 -7%
JWCA
2138
J.W. Coons Advisors
Ohio
$371K +$19.8K +1,250 +4%
NEAM
2139
New England Asset Management
Connecticut
$370K – – –
TWA
2140
TCI Wealth Advisors
Arizona
$369K -$180K -11,360 -27%
PCA
2141
Private Capital Advisors
Connecticut
$369K -$10.6K -670 -2%
CNAM
2142
Campbell Newman Asset Management
Wisconsin
$369K -$474 -30 -0.1%
AL
2143
Aspiriant LLC
California
$369K +$12.5K +790 +3%
BWP
2144
Bernardo Wealth Planning
Pennsylvania
$369K +$25K +1,580 +6%
CWS
2145
Cypress Wealth Services
California
$369K +$74K +4,680 +18%
FOA
2146
Five Oceans Advisors
California
$367K -$35.3K -2,230 -7%
EAM
2147
Evanson Asset Management
California
$367K +$31.9K +2,020 +7%
VNA
2148
Valley National Advisers
Pennsylvania
$366K -$20.1K -1,270 -4%
MHR
2149
Matthew Hamilton Rosenberg
$366K +$6.17K +390 +1%
JAFL
2150
Jay A. Fishman Ltd
Michigan
$366K +$206K +13,000 +76%
84 85
86
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