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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
2176
Lucia Wealth Services
California
$563K – – –
MPPLM
2177
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$557K +$255K +1,398 +94%
T
2178
TrueFG
Texas
$556K – – –
HCP
2179
Holt Capital Partners
Texas
$556K +$4.75K +26 +0.9%
BAAM
2180
Baker Avenue Asset Management
California
$556K +$11.7K +64 +2%
SIA
2181
Strategic Investment Advisors
Michigan
$555K -$88.6K -485 -14%
GAM
2182
Gould Asset Management
California
$553K – – –
WA
2183
Waverly Advisors
Alabama
$552K +$1.64K +9 +0.3%
PWA
2184
Physician Wealth Advisors
Utah
$552K +$7.31K +40 +1%
CBTWT
2185
Community Bank & Trust (Waco, Texas)
Texas
$551K +$54.8K +300 +12%
UAS
2186
United Asset Strategies
New York
$550K -$75.5K -413 -13%
IA
2187
IFG Advisory
Georgia
$548K -$19.5K -107 -4%
PHAM
2188
Palisades Hudson Asset Management
Florida
$548K – – –
IIC
2189
Integrated Investment Consultants
Michigan
$547K +$47.1K +258 +10%
CRM
2190
Cramer Rosenthal McGlynn
Connecticut
$546K -$108K -592 -17%
ACA
2191
Anchor Capital Advisors
Massachusetts
$541K – – –
CAN
2192
Claraphi Advisory Network
United States
$540K -$360K -1,972 -41%
WEPOG
2193
Wealth Enhancement & Preservation of GA
Georgia
$540K -$233K -1,275 -31%
SIM
2194
Sadoff Investment Management
Wisconsin
$540K +$18.3K +100 +4%
RIM
2195
Redwood Investment Management
Arizona
$539K -$320K -1,751 -39%
TVAMP
2196
Tennessee Valley Asset Management Partners
Tennessee
$536K -$20.1K -110 -4%
BCM
2197
Birch Capital Management
Texas
$532K +$64.3K +352 +15%
TF
2198
Trek Financial
Arizona
$530K +$501K +2,745 New
22CM
2199
20/20 Capital Management
California
$527K +$85.5K +468 +21%
IFAM
2200
Institutional & Family Asset Management
Colorado
$525K -$104K -567 -17%
86 87
88
89 90