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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
2151
First Interstate Bank
Montana
$918K +$58K +2,680 +9%
HFP
2152
Holistic Financial Partners
Indiana
$916K -$216 -10 -0%
HPIA
2153
Hamilton Point Investment Advisors
North Carolina
$913K +$253K +11,670 +55%
LTI
2154
Laffer Tengler Investments
Tennessee
$909K +$393K +18,150 +124%
DA
2155
Drake & Associates
Wisconsin
$908K +$2.81K +130 +0.4%
G
2156
GenTrust
Florida
$908K – – –
AP
2157
Arlington Partners
Alabama
$908K +$173K +7,980 +32%
MCCA
2158
Mill Creek Capital Advisors
Pennsylvania
$906K +$219K +10,120 +45%
AP
2159
AtonRa Partners
Switzerland
$905K -$920K -42,500 -57%
RA
2160
RiverPark Advisors
New York
$904K -$407K -18,810 -37%
EWA
2161
Etesian Wealth Advisors
Oregon
$904K -$54.5K -2,520 -7%
WDG
2162
Wealth Dimensions Group
Ohio
$903K -$23.8K -1,100 -3%
WC
2163
Waterloo Capital
Texas
$903K +$703K +32,490 New
SWA
2164
Sutton Wealth Advisors
Florida
$901K -$496K -22,920 -41%
SPP
2165
Single Point Partners
Massachusetts
$900K +$7.79K +360 +1%
SCM
2166
Spreng Capital Management
Ohio
$898K +$26.6K +1,230 +4%
GCP
2167
GSA Capital Partners
United Kingdom
$897K -$1.5M -69,110 -68%
RRCM
2168
Rappaport Reiches Capital Management
Illinois
$896K +$866 +40 +0.1%
EWM
2169
Edge Wealth Management
New York
$895K -$65.8K -3,040 -9%
CCM
2170
Crew Capital Management
Ohio
$895K -$144K -6,640 -17%
NJBEST
2171
New Jersey Better Educational Savings Trust
New Jersey
$894K – – –
LA
2172
LVW Advisors
New York
$893K -$266K -12,290 -28%
PO
2173
Private Ocean
California
$891K -$6.71K -310 -1%
CC
2174
Constitution Capital
Connecticut
$891K – – –
MTC
2175
McDaniel Terry & Co
Texas
$891K +$21.9K +1,010 +3%
85 86
87
88 89