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Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1851
Lederer & Associates Investment Counsel
California
$3.57M -$94.4K -314 -3%
UWS
1852
Unique Wealth Strategies
Illinois
$3.57M -$31K -103 -0.9%
RBWA
1853
RFG - Bristol Wealth Advisors
Massachusetts
$3.56M +$3.39M +11,266 New
A
1854
Argentarii
Ohio
$3.56M +$3.39M +11,262 New
HAG
1855
HF Advisory Group
Maryland
$3.55M +$65K +216 +2%
AIS
1856
American Investment Services
Massachusetts
$3.55M -$57.4K -191 -2%
WHAM
1857
Windmill Hill Asset Management
United Kingdom
$3.55M -$528K -1,756 -14%
MPPLM
1858
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.54M +$277K +921 +9%
SIM
1859
Sterling Investment Management
Arizona
$3.54M -$38.5K -128 -1%
LT
1860
Lindsell Train
United Kingdom
$3.54M – – –
DFCM
1861
Dark Forest Capital Management
Puerto Rico
$3.54M +$1.71M +5,686 +103%
NL
1862
NWAM LLC
Washington
$3.53M +$125K +416 +4%
NL
1863
Navalign LLC
California
$3.52M -$47.2K -157 -1%
CAM
1864
Costello Asset Management
Pennsylvania
$3.52M +$804K +2,674 +32%
SCP
1865
Stamos Capital Partners
California
$3.51M +$1.17M +3,900 +54%
CVA
1866
Central Valley Advisors
California
$3.5M +$46K +153 +1%
LWM
1867
Liberty Wealth Management
California
$3.49M -$2.22M -7,392 -40%
CPW
1868
Cove Private Wealth
New York
$3.49M – – –
PWMAG
1869
Pinnacle Wealth Management Advisory Group
New Jersey
$3.49M +$120K +398 +4%
WFG
1870
Wills Financial Group
Virginia
$3.49M +$1.47M +4,882 +79%
GA
1871
Geller Advisors
New York
$3.49M -$12.9K -43 -0.4%
C
1872
Certuity
Florida
$3.49M -$453K -1,506 -12%
CFMC
1873
Curbstone Financial Management Corp
New Hampshire
$3.49M -$9.02K -30 -0.3%
APWM
1874
Argonautica Private Wealth Management
Massachusetts
$3.48M +$124K +412 +4%
EBT
1875
Enterprise Bank & Trust
Massachusetts
$3.48M -$42.4K -141 -1%
73 74
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76 77