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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1701
ADE LLC
Maryland
$337K -$3.77K -15 -1%
KC
1702
Kinloch Capital
Virginia
$337K – – –
VBFG
1703
Vishria Bird Financial Group
Tennessee
$337K +$75.3K +300 +25%
NAG
1704
Northstar Advisory Group
New Jersey
$336K -$12.8K -51 -3%
PFA
1705
Peak Financial Advisors
Colorado
$335K -$375K -1,494 -50%
PMFA
1706
Plante Moran Financial Advisors
Michigan
$334K -$301K -1,197 -44%
FFA
1707
Freedman Financial Associates
Massachusetts
$334K -$15.1K -60 -4%
APSP
1708
Asset Planning Services (Pennsylvania)
Pennsylvania
$334K – – –
CCM
1709
Check Capital Management
California
$334K – – –
HFAS
1710
Hummer Financial Advisory Services
Illinois
$334K – – –
SC
1711
Sawyer & Company
Massachusetts
$334K – – –
GCMG
1712
Gyroscope Capital Management Group
Florida
$334K +$377K +1,500 New
BCM
1713
Barometer Capital Management
Ontario, Canada
$334K +$377K +1,500 New
KW
1714
KWB Wealth
California
$332K -$67.8K -270 -15%
TCM
1715
Telos Capital Management
California
$331K – – –
PTC
1716
Private Trust Company
Ohio
$330K -$214K -852 -36%
BFG
1717
Bouchey Financial Group
New York
$330K -$159K -633 -30%
RBCM
1718
Raub Brock Capital Management
California
$327K – – –
NEWAS
1719
N.E.W. Advisory Services
Wisconsin
$327K +$117K +468 +46%
SP
1720
SWS Partners
Ohio
$326K – – –
CCM
1721
Canal Capital Management
Virginia
$326K +$6.03K +24 +2%
JWA
1722
JFS Wealth Advisors
Pennsylvania
$325K -$3.77K -15 -1%
MIM
1723
Macroview Investment Management
Maryland
$323K +$337K +1,341 +1,208%
IA
1724
IFS Advisors
Kansas
$321K -$36.9K -147 -9%
LGWM
1725
Litman Gregory Wealth Management
California
$321K -$7.53K -30 -2%
67 68
69
70 71