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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1126
WealthPlan Investment Management
Nebraska
$246K -$59.9K -550 -18%
VCM
1127
Versant Capital Management
Arizona
$245K +$260K +2,384 +1,303%
BWA
1128
Bordeaux Wealth Advisors
California
$245K +$872 +8 +0.3%
FWP
1129
Forefront Wealth Partners
Texas
$244K +$8.06K +74 +3%
VCP
1130
Verus Capital Partners
Arizona
$244K -$18.5K -170 -6%
JFGIW
1131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K +$46.4K +426 +20%
RI
1132
Redwood Investments
Massachusetts
$243K – – –
PFM
1133
Potomac Fund Management
Florida
$242K +$31.7K +291 +11%
FM
1134
Family Management
New York
$241K +$13.8K +127 +5%
MPWT
1135
MassMutual Private Wealth & Trust
Connecticut
$240K +$10.1K +93 +4%
CFP
1136
Cypress Financial Planning
New Jersey
$239K +$273K +2,503 New
JSAM
1137
J. Safra Asset Management
New York
$239K +$123K +1,125 +82%
HFAS
1138
Hummer Financial Advisory Services
Illinois
$239K – – –
SAM
1139
SP Asset Management
California
$239K – – –
AAS
1140
Annex Advisory Services
Wisconsin
$236K -$19K -174 -7%
FFS
1141
Founders Financial Securities
Maryland
$236K +$8.28K +76 +3%
FAFN
1142
First Affirmative Financial Network
Colorado
$235K -$29.9K -274 -10%
EFG
1143
Embree Financial Group
Illinois
$234K +$18.9K +173 +8%
SIMG
1144
Sonora Investment Management Group
Arizona
$234K -$98K -899 -27%
LF
1145
Lantz Financial
Illinois
$233K -$5.01K -46 -2%
WFA
1146
WMG Financial Advisors
Tennessee
$233K +$47.9K +440 +22%
FRA
1147
Frank Rimerman Advisors
California
$232K – – –
WPC
1148
Wedmont Private Capital
Pennsylvania
$232K -$58K -532 -16%
PGWM
1149
Pitti Group Wealth Management
New York
$232K +$3.6K +33 +1%
IAMOG
1150
Investors Asset Management of Georgia
Georgia
$232K +$10.9K +100 +4%
44 45
46
47 48