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Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1201
Net Worth Advisory Group
Utah
$307K -$1.03K -9 -0.3%
FPH
1202
Financial Planning Hawaii
Hawaii
$307K -$255K -2,237 -45%
MC
1203
Moors & Cabot
Massachusetts
$306K -$31.7K -278 -9%
WA
1204
Wealth Architects
California
$306K +$342 +3 +0.1%
PCH
1205
PGIM Custom Harvest
New Jersey
$306K -$50.9K -446 -14%
MF
1206
Manchester Financial
California
$306K -$3.99K -35 -1%
AG
1207
Algert Global
California
$304K -$68.7K -602 -18%
GI
1208
GAMMA Investing
California
$303K +$35K +307 +13%
SR
1209
Swiss Re
Switzerland
$303K +$270K +2,370 +853%
KAM
1210
Kazazian Asset Management
Florida
$303K – – –
TFA
1211
Toth Financial Advisory
Virginia
$302K +$1.03K +9 +0.3%
RCA
1212
Riverview Capital Advisers
Massachusetts
$302K +$2.28K +20 +0.8%
NWA
1213
New World Advisors
Massachusetts
$301K -$28.5K -250 -9%
PIA
1214
Petredis Investment Advisors
Pennsylvania
$300K – – –
TP
1215
Tranquility Partners
Tennessee
$299K – – –
WIM
1216
WealthPlan Investment Management
Nebraska
$299K -$36.3K -318 -11%
HFAS
1217
Hummer Financial Advisory Services
Illinois
$296K – – –
VWA
1218
Visionary Wealth Advisors
Illinois
$296K +$4.34K +38 +1%
SBWIC
1219
Schaper Benz & Wise Investment Counsel
Wisconsin
$296K -$4.68K -41 -2%
S
1220
Storgate
Texas
$295K +$295K +2,582 New
CAM
1221
Carret Asset Management
New York
$294K +$294K +2,575 New
MWM
1222
Mindset Wealth Management
Indiana
$293K -$45.6K -400 -13%
SWM
1223
Steinberganna Wealth Management
New York
$292K – – –
AWM
1224
Abound Wealth Management
Tennessee
$290K -$1.6K -14 -0.5%
FWCM
1225
Ferguson Wellman Capital Management
Oregon
$290K – – –
47 48
49
50 51