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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2101
Paces Ferry Wealth Advisors
Georgia
$335K -$1.56K -55 -0.5%
TBNY
2102
Trustco Bank (New York)
New York
$335K -$99.4K -3,500 -23%
OC
2103
Optima Capital
Oregon
$334K -$1.7K -60 -0.5%
AWS
2104
Aspen Wealth Strategies
Colorado
$333K -$256 -9 -0.1%
AWM
2105
Accel Wealth Management
Iowa
$333K -$66.3K -2,335 -17%
SWM
2106
Sculati Wealth Management
Michigan
$333K – – –
SOW
2107
State of Wyoming
Wyoming
$333K -$429K -15,095 -56%
MF
2108
Manchester Financial
California
$332K +$199 +7 +0.1%
EP
2109
Essential Planning
New Hampshire
$332K -$1.28K -45 -0.4%
AWM
2110
Aberdeen Wealth Management
Illinois
$332K – – –
BP
2111
BWM Planning
Texas
$332K +$334K +11,748 New
Chilton Investment Company
2112
Chilton Investment Company
Connecticut
$331K +$333K +11,728 New
OAS
2113
Optivise Advisory Services
Tennessee
$331K +$116K +4,094 +54%
KOC
2114
Koss-Olinger Consulting
Florida
$331K – – –
YCG
2115
Yeomans Consulting Group
Georgia
$331K -$3.69K -130 -1%
NAMP
2116
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$330K – – –
SI
2117
Seeds Investor
New York
$330K -$35.9K -1,265 -10%
CA
2118
Cornerstone Advisory
Maryland
$330K +$5K +176 +2%
MAM
2119
MWA Asset Management
Massachusetts
$330K -$29.5K -1,040 -8%
ACM
2120
Aljian Capital Management
Nevada
$329K -$56.6K -1,993 -15%
HWM
2121
Hemington Wealth Management
Virginia
$329K +$8.21K +289 +3%
HWA
2122
HHM Wealth Advisors
Tennessee
$329K +$10.5K +370 +3%
Gerber Kawasaki Wealth & Investment Management
2123
Gerber Kawasaki Wealth & Investment Management
California
$329K +$56.1K +1,975 +20%
Accredited Investors
2124
Accredited Investors
Minnesota
$328K -$13.2K -465 -4%
CWM
2125
Connecticut Wealth Management
Connecticut
$327K +$11.2K +395 +4%