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Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
2076
Prepared Retirement Institute
Pennsylvania
$220K -$3.06K -154 -2%
RAM
2077
Roanoke Asset Management
New Jersey
$220K – – –
VWA
2078
VERITY Wealth Advisors
United States
$219K +$198K +9,962 New
RWA
2079
Roberts Wealth Advisors
California
$219K +$199K +10,011 New
WCM
2080
WealthBridge Capital Management
Ohio
$218K +$197K +9,898 New
TA
2081
TPG Advisors
Illinois
$218K +$197K +9,898 New
FWP
2082
Firethorn Wealth Partners
Georgia
$217K +$196K +9,874 New
CPBTD
2083
Central Pacific Bank - Trust Division
Hawaii
$217K – – –
AIA
2084
Alternative Investment Advisors
Florida
$217K +$196K +9,863 New
TW
2085
Traveka Wealth
California
$217K +$196K +9,856 New
CFG
2086
Carr Financial Group
Massachusetts
$217K +$196K +9,847 New
NWA
2087
New World Advisors
Massachusetts
$217K +$196K +9,842 New
FBB
2088
Fulton Breakefield Broenniman
Maryland
$216K -$23.2K -1,166 -11%
NFG
2089
Norris Financial Group
South Carolina
$216K -$216K -10,852 -52%
TW
2090
Towerpoint Wealth
California
$216K +$195K +9,818 New
CAM
2091
Cacti Asset Management
Georgia
$216K – – –
FUBT
2092
First United Bank & Trust
Maryland
$216K -$13.3K -668 -6%
ACA
2093
Affinity Capital Advisors
California
$216K -$5.81K -292 -3%
WHC
2094
Wulff, Hansen & Co
California
$216K -$30.3K -1,524 -13%
DIM
2095
Delta Investment Management
California
$215K -$46.9K -2,357 -19%
CCM
2096
Cohen Capital Management
California
$215K -$33.3K -1,675 -15%
ME
2097
McIlrath & Eck
Washington
$214K -$38.9K -1,953 -17%
RRA
2098
Round Rock Advisors
Connecticut
$213K -$223K -11,216 -54%
FM
2099
Family Management
New York
$213K +$193K +9,682 New
BA
2100
Bristlecone Advisors
Washington
$212K +$192K +9,637 New
82 83
84
85 86