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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1601
Ashford Capital Management
Delaware
$233K +$8.41K +100 +4%
NI
1602
Natural Investments
California
$233K +$230K +2,739 New
CWA
1603
Consilio Wealth Advisors
Washington
$233K -$168 -2 -0.1%
MAWA
1604
Moss Adams Wealth Advisors
Washington
$232K +$229K +2,724 New
RSWM
1605
Robertson Stephens Wealth Management
California
$231K +$2.27K +27 +1%
OL
1606
OneFund LLC
Florida
$231K +$1.85K +22 +0.8%
MIH
1607
Meitav Investment House
Israel
$231K – – –
EI
1608
Ellevest Inc
New York
$231K +$227K +2,705 New
WIA
1609
Westbourne Investment Advisors
Maryland
$230K – – –
AC
1610
Avory & Company
Florida
$230K – – –
MEG
1611
Millstone Evans Group
Colorado
$230K +$226K +2,689 New
MFG
1612
Menard Financial Group
Texas
$229K +$226K +2,684 New
OL
1613
Optas LLC
Texas
$228K +$225K +2,675 New
PL
1614
Plancorp LLC
Missouri
$228K -$1.85K -22 -0.8%
GWANC
1615
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$7.65K +91 +4%
1IA
1616
1620 Investment Advisors
Massachusetts
$228K +$589 +7 +0.3%
BAM
1617
Boyar Asset Management
New York
$228K – – –
CM
1618
Cercano Management
Washington
$227K – – –
OL
1619
one8zero8 LLC
North Carolina
$227K +$224K +2,661 New
FUBT
1620
First United Bank & Trust
Maryland
$227K +$21.9K +260 +11%
AWM
1621
Aprio Wealth Management
Georgia
$226K +$223K +2,651 New
LWM
1622
Lodestone Wealth Management
Washington
$225K -$8.41K -100 -4%
FHC
1623
First Heartland Consultants
Missouri
$225K +$221K +2,631 New
KCM
1624
KRS Capital Management
Michigan
$223K +$220K +2,616 New
IA
1625
IFG Advisory
Georgia
$223K +$219K +2,608 New
63 64
65
66 67