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Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
1901
Hoertkorn Richard Charles
$503K +$120K +5,561 +32%
SAM
1902
Secure Asset Management
Michigan
$501K -$32.2K -1,493 -6%
MAA
1903
Mraz Amerine & Associates
California
$501K -$1.12K -52 -0.2%
WIA
1904
World Investment Advisors
California
$499K -$13.8K -640 -3%
RI
1905
Ridgewood Investments
New Jersey
$499K – – –
SB
1906
Strategic Blueprint
Georgia
$497K -$233K -10,801 -32%
NAG
1907
Northstar Advisory Group
New Jersey
$497K +$493K +22,872 New
VFPI
1908
Vantage Financial Partners (Illinois)
Illinois
$496K -$22.6K -1,046 -4%
BPB
1909
Badgley, Phelps & Bell
Washington
$496K +$195K +9,032 +65%
LFG
1910
Lazard Frères Gestion
France
$495K +$490K +22,741 New
TA
1911
TruWealth Advisors
Louisiana
$494K +$490K +22,721 New
CPWA
1912
Cerro Pacific Wealth Advisors
California
$492K +$489K +22,667 New
GL
1913
Graypoint LLC
New York
$491K -$126K -5,829 -20%
TCPWM
1914
Traverso Chambers Private Wealth Management
California
$491K -$14.1K -654 -3%
IWA
1915
Inspirion Wealth Advisors
Illinois
$491K +$58.9K +2,731 +14%
SW
1916
SlateStone Wealth
Florida
$490K -$65K -3,013 -12%
AFS
1917
Axiom Financial Strategies
Indiana
$490K – – –
SFWC
1918
Strategic Family Wealth Counselors
New Jersey
$490K +$11.7K +542 +2%
GWA
1919
GGM Wealth Advisors
Maryland
$489K +$488K +22,635 New
KFI
1920
Key Financial Inc
Pennsylvania
$488K -$5.71K -265 -1%
SN
1921
Sittner & Nelson
Oregon
$488K +$484K +22,446 New
PPW
1922
Parcion Private Wealth
Washington
$487K -$570K -26,426 -54%
CFO
1923
Collective Family Office
Pennsylvania
$487K +$483K +22,411 New
IFG
1924
Investors Financial Group
Minnesota
$486K +$68.7K +3,185 +17%
HVP
1925
Hudson Value Partners
Florida
$486K +$487K +22,601 New
75 76
77
78 79