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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1501
Guerra Advisors
Florida
$1.99M +$343K +1,137 +22%
BLAM
1502
Bourne Lent Asset Management
New York
$1.99M -$151K -500 -7%
LWCFA
1503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.99M -$568K -1,885 -23%
BCP
1504
Blackhawk Capital Partners
Wisconsin
$1.98M +$84.7K +281 +5%
JCFM
1505
JBR Co Financial Management
Oklahoma
$1.98M +$125K +416 +7%
ATC
1506
Argent Trust Co
Tennessee
$1.97M +$143K +473 +8%
VAG
1507
VisionPoint Advisory Group
Texas
$1.97M +$1.22M +4,051 +188%
DTL
1508
Dynamic Technology Lab
Singapore
$1.97M +$1.87M +6,198 New
PPWM
1509
Paragon Private Wealth Management
Kentucky
$1.96M +$315K +1,045 +20%
CPA
1510
Capital Performance Advisors
California
$1.95M -$30.7K -102 -2%
PWA
1511
Physician Wealth Advisors
Utah
$1.95M +$195K +647 +12%
PWP
1512
Private Wealth Partners
California
$1.94M -$6.33K -21 -0.3%
SIM
1513
Stratos Investment Management
Ohio
$1.94M -$225K -747 -11%
OL
1514
Optas LLC
Texas
$1.92M +$623K +2,069 +52%
AI
1515
Accredited Investors
Minnesota
$1.92M -$122K -406 -6%
SIM
1516
Sims Investment Management
Ohio
$1.92M – – –
IAG
1517
Investment Advisory Group
Massachusetts
$1.92M +$29.5K +98 +2%
ALC
1518
Alexander Labrunerie & Co
Missouri
$1.92M -$119K -394 -6%
PWS
1519
Proactive Wealth Strategies
Georgia
$1.92M -$44.3K -147 -2%
WA
1520
Wealth Architects
California
$1.91M +$52.1K +173 +3%
AFG
1521
Albion Financial Group
Utah
$1.91M -$16.6K -55 -0.9%
ACG
1522
Allen Capital Group
Nebraska
$1.91M -$190K -631 -10%
ECM
1523
Empirical Capital Management
Tennessee
$1.91M +$904K +3,000 +100%
PJSIMP
1524
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.91M -$686K -2,276 -28%
SIM
1525
Spark Investment Management
New York
$1.91M – – –
59 60
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62 63