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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2051
AUA Capital Management
Pennsylvania
$225K -$1.25K -12 -0.6%
WA
2052
Wealth Architects
California
$225K -$104 -1 -0%
UCIG
2053
Ulrich Consultants & Investment Group
New Mexico
$225K +$225K +2,162 New
RRA
2054
Round Rock Advisors
Connecticut
$224K +$7.81K +75 +4%
AA
2055
Advisory Alpha
Michigan
$224K +$9.57K +92 +4%
CFSG
2056
Clark Financial Services Group
Missouri
$224K – – –
PCM
2057
Presidio Capital Management
California
$223K +$2.39K +23 +1%
CSPAM
2058
Cary Street Partners Asset Management
Virginia
$223K – – –
SLG
2059
Stanley-Laman Group
Pennsylvania
$222K +$222K +2,130 New
CAWM
2060
Capital Advisors Wealth Management
Washington
$221K +$3.33K +32 +2%
GD
2061
Grandfield & Dodd
New York
$221K – – –
ACG
2062
Allen Capital Group
Nebraska
$221K -$10.9K -105 -5%
SGA
2063
Seaport Global Advisors
Massachusetts
$220K – – –
NCM
2064
NCM Capital Management
New Jersey
$220K +$2.08K +20 +1%
NJBEST
2065
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
BSSFA
2066
Baron Silver Stevens Financial Advisors
Florida
$219K +$4.79K +46 +2%
FF
2067
Francis Financial
$219K +$219K +2,105 New
AIP
2068
Almanack Investment Partners
Pennsylvania
$219K -$3.02K -29 -1%
HI
2069
Humankind Investments
New York
$219K -$19.9K -191 -8%
WIA
2070
World Investment Advisors
California
$218K -$17K -163 -7%
AFG
2071
Allegheny Financial Group
Pennsylvania
$218K +$208 +2 +0.1%
MW
2072
MBL Wealth
North Carolina
$218K +$218K +2,090 New
CFG
2073
CKW Financial Group
Hawaii
$217K – – –
SAM
2074
Synergy Asset Management
Washington
$217K +$217K +2,082 New
SVWAG
2075
Sound View Wealth Advisors Group
Georgia
$217K -$10.4K -100 -5%
81 82
83
84 85