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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1876
Aevitas Wealth Management
Massachusetts
$284K +$253K +2,655 New
MFA
1877
Mayflower Financial Advisors
Massachusetts
$283K +$253K +2,647 New
SQA
1878
Simon Quick Advisors
New Jersey
$281K -$93.1K -975 -27%
MHR
1879
Matthew Hamilton Rosenberg
$281K – – –
HFA
1880
High Falls Advisors
New York
$281K +$251K +2,627 New
AL
1881
Aspiriant LLC
California
$280K +$16.8K +176 +7%
IR
1882
Invictus RG
Bermuda
$280K +$250K +2,620 New
BW
1883
Bison Wealth
Georgia
$279K +$249K +2,606 New
GCA
1884
Gradient Capital Advisors
California
$278K -$16.5K -173 -6%
OWM
1885
Opes Wealth Management
California
$277K -$30.6K -321 -11%
RWA
1886
RGT Wealth Advisors
Texas
$277K +$247K +2,586 New
AFG
1887
Allegheny Financial Group
Pennsylvania
$277K +$247K +2,592 New
RHJA
1888
Rice Hall James & Associates
California
$276K -$4.77K -50 -2%
CMA
1889
Cedar Mountain Advisors
Oregon
$276K +$1.81K +19 +0.7%
SPL
1890
Smart Portfolios LLC
Washington
$275K -$302K -3,166 -55%
LF
1891
Lantz Financial
Illinois
$275K +$245K +2,569 New
LF
1892
LifeSteps Financial
California
$274K – – –
CWM
1893
Cedar Wealth Management
California
$273K – – –
MCP
1894
Mirador Capital Partners
California
$272K -$4.87K -51 -2%
SCM
1895
Stonehearth Capital Management
Massachusetts
$272K – – –
WLPWM
1896
Walled Lake Planning & Wealth Management
Illinois
$271K +$191 +2 +0.1%
SCA
1897
Sage Capital Advisors
South Dakota
$271K +$11K +115 +5%
TPCM
1898
Three Peaks Capital Management
Colorado
$270K -$1.72K -18 -0.7%
GBBWRPM
1899
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$269K +$240K +2,515 New
BAAM
1900
Baker Avenue Asset Management
California
$268K -$40K -419 -14%
74 75
76
77 78