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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2501
FMB Wealth Management
California
$211K +$188K +7,459 New
MHR
2502
Matthew Hamilton Rosenberg
$211K +$20.7K +824 +12%
ML
2503
Mayport LLC
Massachusetts
$211K +$187K +7,446 New
FAN
2504
Financial Advisors Network
California
$210K +$187K +7,439 New
KFC
2505
Klingenstein Fields & Co
New York
$210K +$187K +7,439 New
FWP
2506
Falcon Wealth Planning
California
$210K +$187K +7,428 New
TIM
2507
Total Investment Management
Arizona
$209K +$186K +7,405 New
PRS
2508
Pinkerton Retirement Specialists
Idaho
$209K +$186K +7,400 New
PHAM
2509
Palisades Hudson Asset Management
Florida
$209K +$186K +7,401 New
JWM
2510
JGP Wealth Management
Oregon
$209K +$186K +7,377 New
BI
2511
BFI Infinity
Switzerland
$208K +$185K +7,368 New
FCG
2512
Fielder Capital Group
Tennessee
$208K +$185K +7,356 New
GSWM
2513
Golden State Wealth Management
California
$208K +$79K +3,143 +75%
MMG
2514
Monetary Management Group
Missouri
$207K – – –
HFS
2515
Hoge Financial Services
Pennsylvania
$207K -$66K -2,625 -26%
GKIM
2516
GW&K Investment Management
Massachusetts
$207K +$7.92K +315 +4%
BI
2517
Beckerman Institutional
New Jersey
$207K +$184K +7,306 New
SSA
2518
Sierra Summit Advisors
Nevada
$207K +$184K +7,314 New
WIA
2519
Wetzel Investment Advisors
Indiana
$207K -$41.2K -1,638 -18%
FDW
2520
Fourth Dimension Wealth
Ohio
$206K +$6.29K +250 +4%
WCM
2521
Warburton Capital Management
Oklahoma
$206K +$183K +7,291 New
CAM
2522
Claret Asset Management
Quebec, Canada
$206K +$184K +7,298 New
TCM
2523
Traynor Capital Management
Pennsylvania
$206K +$183K +7,282 New
AB
2524
ANB Bank
Colorado
$206K +$183K +7,274 New
AWA
2525
Aletheian Wealth Advisors
Washington
$205K +$182K +7,253 New
99 100
101
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