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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1126
Wolff Wiese Magana
California
$247K -$27.7K -254 -9%
WIM
1127
WealthPlan Investment Management
Nebraska
$246K -$59.9K -550 -18%
VCM
1128
Versant Capital Management
Arizona
$245K +$260K +2,384 +1,303%
BWA
1129
Bordeaux Wealth Advisors
California
$245K +$872 +8 +0.3%
FWP
1130
Forefront Wealth Partners
Texas
$244K +$8.06K +74 +3%
VCP
1131
Verus Capital Partners
Arizona
$244K -$18.5K -170 -6%
JFGIW
1132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K +$46.4K +426 +20%
RI
1133
Redwood Investments
Massachusetts
$243K – – –
PFM
1134
Potomac Fund Management
Florida
$242K +$31.7K +291 +11%
FM
1135
Family Management
New York
$241K +$13.8K +127 +5%
MPWT
1136
MassMutual Private Wealth & Trust
Connecticut
$240K +$10.1K +93 +4%
CFP
1137
Cypress Financial Planning
New Jersey
$239K +$273K +2,503 New
JSAM
1138
J. Safra Asset Management
New York
$239K +$123K +1,125 +82%
HFAS
1139
Hummer Financial Advisory Services
Illinois
$239K – – –
SAM
1140
SP Asset Management
California
$239K – – –
AAS
1141
Annex Advisory Services
Wisconsin
$236K -$19K -174 -7%
FFS
1142
Founders Financial Securities
Maryland
$236K +$8.28K +76 +3%
FAFN
1143
First Affirmative Financial Network
Colorado
$235K -$29.9K -274 -10%
EFG
1144
Embree Financial Group
Illinois
$234K +$18.9K +173 +8%
SIMG
1145
Sonora Investment Management Group
Arizona
$234K -$98K -899 -27%
LF
1146
Lantz Financial
Illinois
$233K -$5.01K -46 -2%
WFA
1147
WMG Financial Advisors
Tennessee
$233K +$47.9K +440 +22%
FRA
1148
Frank Rimerman Advisors
California
$232K – – –
WPC
1149
Wedmont Private Capital
Pennsylvania
$232K -$58K -532 -16%
PGWM
1150
Pitti Group Wealth Management
New York
$232K +$3.6K +33 +1%
44 45
46
47 48