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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2151
Plante Moran Financial Advisors
Michigan
$325K +$108K +499 +41%
RM
2152
Resource Management
Louisiana
$324K -$891K -4,119 -71%
TWA
2153
TCI Wealth Advisors
Arizona
$323K -$93K -430 -20%
LNWTC
2154
Laird Norton Wetherby Trust Company
Washington
$323K +$10.8K +50 +3%
VFPI
2155
Vantage Financial Partners (Illinois)
Illinois
$323K +$173K +800 +87%
RTS
2156
Round Table Services
New Jersey
$323K +$370K +1,712 New
ACH
2157
ArrowMark Colorado Holdings
Colorado
$322K +$123K +569 +50%
SAM
2158
Security Asset Management
New York
$321K – – –
FC
2159
Financial Consulate
Maryland
$321K +$20.8K +96 +6%
FC
2160
Fusion Capital
South Carolina
$321K +$146K +673 +65%
WFA
2161
Wade Financial Advisory
California
$320K -$27K -125 -7%
VCM
2162
Vivaldi Capital Management
Illinois
$320K +$216 +1 +0.1%
FAFN
2163
First Affirmative Financial Network
Colorado
$320K +$74.4K +344 +25%
RBCM
2164
Raub Brock Capital Management
California
$319K – – –
FNBOSM
2165
First National Bank of South Miami
Florida
$319K +$32K +148 +10%
AWG
2166
Altus Wealth Group
Colorado
$318K +$69.2K +320 +23%
LAM
2167
L2 Asset Management
Massachusetts
$318K +$365K +1,688 New
LCM
2168
Leisure Capital Management
California
$317K -$3.03K -14 -0.8%
PL
2169
Parthenon LLC
Kentucky
$317K – – –
CFO
2170
CVA Family Office
Colorado
$317K +$364K +1,681 New
PMG
2171
ProVise Management Group
Florida
$316K -$255K -1,178 -41%
TSWM
2172
Tyler-Stone Wealth Management
Ohio
$316K +$362K +1,674 New
OWA
2173
One Wealth Advisors
California
$315K -$241K -1,113 -40%
CAWM
2174
Capital Advisors Wealth Management
Washington
$315K -$82.2K -380 -19%
CCB
2175
Cutter & Co Brokerage
Missouri
$315K -$36.4K -168 -9%
85 86
87
88 89