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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1926
9258 Wealth Management
Ohio
$580K +$35.2K +843 +7%
GPA
1927
Garrison Point Advisors
California
$580K -$19.8K -474 -4%
PP
1928
PFS Partners
New Jersey
$579K -$1.59K -38 -0.3%
AWS
1929
Aspen Wealth Strategies
Colorado
$579K -$3.71K -89 -0.7%
QFA
1930
Quantum Financial Advisors
California
$577K -$71.6K -1,715 -12%
JSL
1931
JT Stratford LLC
Georgia
$577K +$1.75K +42 +0.3%
SN
1932
Sittner & Nelson
Oregon
$575K +$65.5K +1,570 +14%
SCM
1933
Stonehearth Capital Management
Massachusetts
$575K +$8.22K +197 +2%
CPA
1934
Court Place Advisors
Maryland
$574K -$35.1K -841 -6%
AF
1935
Arrow Financial
New York
$574K -$58K -1,390 -10%
PFA
1936
Pure Financial Advisors
California
$572K +$122K +2,913 +30%
OPCM
1937
Osborne Partners Capital Management
California
$572K +$31.4K +753 +6%
CCIA
1938
Campbell & Co Investment Adviser
Maryland
$571K -$450K -10,786 -46%
WDG
1939
Wealth Dimensions Group
Ohio
$571K +$6.22K +149 +1%
APW
1940
Aurora Private Wealth
New Jersey
$570K +$34.8K +834 +7%
SAF
1941
Smith Anglin Financial
Texas
$570K +$5.38K +129 +1%
FRM
1942
Fox Run Management
Connecticut
$570K -$792K -18,986 -60%
CWG
1943
Cornerstone Wealth Group
North Carolina
$569K -$8.97K -215 -2%
SWM
1944
Sugarloaf Wealth Management
Georgia
$567K -$46.1K -1,104 -8%
TT
1945
TI-Trust
Illinois
$567K -$42 -1 -0%
IIA
1946
Integral Investment Advisors
California
$565K -$29K -696 -5%
MWM
1947
Mosley Wealth Management
California
$563K +$67.6K +1,620 +14%
SMWM
1948
Silvia McColl Wealth Management
California
$562K – – –
EWA
1949
Encompass Wealth Advisors
Oregon
$562K +$10.4K +250 +2%
AA
1950
Alta Advisers
United Kingdom
$561K – – –
76 77
78
79 80