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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Cedar Wealth Management
California
$253K – – –
AWA
1952
Archvest Wealth Advisors
California
$253K +$311 +3 +0.1%
WP
1953
WealthPLAN Partners
Nebraska
$251K -$934 -9 -0.4%
PAG
1954
Paladin Advisory Group
Iowa
$251K +$208 +2 +0.1%
OPCM
1955
Osborne Partners Capital Management
California
$251K -$55K -530 -17%
SCA
1956
Sage Capital Advisors
South Dakota
$250K -$727 -7 -0.3%
CRWM
1957
Castle Rock Wealth Management
California
$250K +$830 +8 +0.3%
SFG
1958
SNS Financial Group
Minnesota
$250K -$519 -5 -0.2%
RWMG
1959
Redwood Wealth Management Group
New Jersey
$249K +$208 +2 +0.1%
AR
1960
Apeiron RIA
Texas
$248K +$22.4K +216 +9%
MFWP
1961
Mosaic Family Wealth Partners
Missouri
$248K +$104 +1 +0%
FLPIM
1962
F.L. Putnam Investment Management
Massachusetts
$248K +$2.08K +20 +0.8%
GA
1963
Goldstein Advisors
Wisconsin
$248K -$4.88K -47 -2%
NCM
1964
Northwest Capital Management
Oregon
$248K +$311 +3 +0.1%
EFG
1965
Ethos Financial Group
Pennsylvania
$247K – – –
NA
1966
Nottingham Advisors
New York
$247K +$1.87K +18 +0.7%
VRS
1967
Virginia Retirement Systems
Virginia
$246K -$1.85M -17,800 -88%
OWM
1968
Opes Wealth Management
California
$246K -$42.5K -409 -14%
CWM
1969
Curi Wealth Management
North Carolina
$246K +$208 +2 +0.1%
EA
1970
Emerald Advisors
Washington
$246K +$23.1K +223 +10%
TWM
1971
Tradition Wealth Management
Minnesota
$245K -$28.9K -278 -10%
PWM
1972
PBMares Wealth Management
Virginia
$245K +$6.12K +59 +2%
AWG
1973
Altus Wealth Group
Colorado
$245K +$519 +5 +0.2%
CIC
1974
Cornercap Investment Counsel
Georgia
$245K – – –
MPCG
1975
Matrix Private Capital Group
New York
$245K +$1.56K +15 +0.6%
77 78
79
80 81