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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3076
Proathlete Wealth Management
Florida
$954K +$35.1K +103 +4%
AFA
3077
Arlington Financial Advisors
California
$954K – – –
YAVAPFMC
3078
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$954K – – –
LIA
3079
Limestone Investment Advisors
New York
$953K -$2.41M -7,066 -72%
HC
3080
Hamilton Capital
Ohio
$947K +$920K +2,701 New
KFS
3081
Kaizen Financial Strategies
California
$947K -$60.3K -177 -6%
AIS
3082
AM Investment Strategies
Tennessee
$947K -$447K -1,311 -33%
WJS
3083
William John Sempolinski
Massachusetts
$947K +$920K +2,700 New
YIM
3084
Yoffe Investment Management
Pennsylvania
$946K – – –
RYIA
3085
Roehl & Yi Investment Advisors
Oregon
$945K -$3.07K -9 -0%
BB
3086
Burford Brothers
Texas
$943K -$41.9K -123 -4%
COCM
3087
Charter Oak Capital Management
New Hampshire
$941K -$16K -47 -2%
AA
3088
Apriem Advisors
California
$941K -$341 -1 -0%
GWA
3089
Gratus Wealth Advisors
Virginia
$939K -$108K -316 -11%
HTIM
3090
Harbour Trust & Investment Management
Indiana
$937K -$10.2K -30 -1%
WA
3091
Westfuller Advisors
New York
$934K -$14.3K -42 -2%
SPWG
3092
Sage Private Wealth Group
Illinois
$933K +$24.9K +73 +3%
NPT
3093
Nixon Peabody Trust
Massachusetts
$932K -$46.7K -137 -5%
AFG
3094
Allegheny Financial Group
Pennsylvania
$932K -$23.5K -69 -3%
WCM
3095
Wedge Capital Management
North Carolina
$932K – – –
BOPW
3096
Brandywine Oak Private Wealth
Pennsylvania
$932K -$11.2K -33 -1%
GBWM
3097
Granite Bay Wealth Management
New Hampshire
$932K +$99.1K +291 +12%
PMFA
3098
Plante Moran Financial Advisors
Michigan
$928K -$23.2K -68 -3%
PA
3099
Promethium Advisors
Maryland
$924K -$54.5K -160 -6%
GCA
3100
Gradient Capital Advisors
California
$922K -$7.5K -22 -0.8%
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