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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2601
Twin Focus Capital Partners
Massachusetts
$382K +$210 +1 +0.1%
MSA
2602
Marino Stram & Associates
Massachusetts
$381K -$7.16K -34 -2%
LWP
2603
Legacy Wealth Planning
Nevada
$381K +$15.4K +73 +4%
DPI
2604
Diversified Portfolios Inc
Michigan
$379K – – –
CAN
2605
Claraphi Advisory Network
United States
$378K -$11.2K -53 -3%
AP
2606
Adero Partners
California
$378K +$24.2K +115 +7%
WIA
2607
World Investment Advisors
California
$378K +$47.4K +225 +15%
AWM
2608
Activest Wealth Management
Florida
$376K +$373K +1,774 New
TCM
2609
Tran Capital Management
California
$374K -$49M -232,918 -99%
BIP
2610
Blueprint Investment Partners
North Carolina
$373K +$371K +1,762 +176,200%
AIP
2611
Ahrens Investment Partners
Louisiana
$372K -$52K -247 -12%
GSBTD
2612
Glenview State Bank Trust Department
Illinois
$372K – – –
TF
2613
Trek Financial
Arizona
$372K +$12.2K +58 +3%
KA
2614
KLCM Advisors
Wisconsin
$371K -$10.5K -50 -3%
COF
2615
Capital One Financial
Virginia
$370K -$127K -605 -26%
WRM
2616
Weybosset Research & Management
Rhode Island
$369K -$20.2K -96 -5%
WPA
2617
West Paces Advisors
Georgia
$368K +$42.1K +200 +13%
AA
2618
Advisory Alpha
Michigan
$367K -$10.3K -49 -3%
BFC
2619
Bedel Financial Consulting
Indiana
$367K +$2.53K +12 +0.7%
MCM
2620
Manchester Capital Management
Vermont
$366K -$77K -366 -17%
FCIM
2621
Fairview Capital Investment Management
California
$366K +$10.1K +48 +3%
WW
2622
Westshore Wealth
California
$365K +$363K +1,723 New
CCP
2623
Cardan Capital Partners
Colorado
$364K +$210 +1 +0.1%
CCM
2624
Carlson Capital Management
Minnesota
$364K +$42.3K +201 +13%
SQA
2625
Simon Quick Advisors
New Jersey
$363K -$10.1K -48 -3%
103 104
105
106 107