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Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
2201
Vertex Planning Partners
Illinois
$403K -$63.4K -1,563 -14%
TIP
2202
Tandem Investment Partners
New Jersey
$402K -$50.1K -1,235 -11%
PFM
2203
Peak Financial Management
Massachusetts
$401K – – –
MAWA
2204
Moss Adams Wealth Advisors
Washington
$400K -$44.3K -1,092 -10%
UWP
2205
Uniting Wealth Partners
Kansas
$399K -$29.3K -722 -7%
TBNY
2206
Trustco Bank (New York)
New York
$399K -$77.1K -1,900 -16%
CT
2207
Clearstead Trust
Maine
$399K +$9.73K +240 +3%
CPWL
2208
Coquina Private Wealth LLC
Florida
$397K +$396K +9,758 New
CIC
2209
Chase Investment Counsel
Virginia
$397K -$34K -839 -8%
BAM
2210
Boyar Asset Management
New York
$397K – – –
NAMNJ
2211
NorthStar Asset Management (New Jersey)
New Jersey
$396K -$324 -8 -0.1%
ACM
2212
Alessandra Capital Management
California
$396K +$395K +9,726 New
TA
2213
TPG Advisors
Illinois
$395K +$164K +4,038 +71%
BWA
2214
Bestgate Wealth Advisors
Maryland
$395K -$9.01K -222 -2%
FPCP
2215
Fort Point Capital Partners
California
$395K +$162 +4 +0%
MLFP
2216
MPS Loria Financial Planners
Illinois
$394K +$36.4K +898 +10%
MWA
2217
Medallion Wealth Advisors
Connecticut
$394K -$54.5K -1,343 -12%
BAG
2218
Bridgewealth Advisory Group
California
$393K +$19.6K +484 +5%
PSP
2219
Pacific Sage Partners
Washington
$392K -$6.57K -162 -2%
KA
2220
Klingman & Associates
New York
$391K -$4.34K -107 -1%
JAG
2221
Journey Advisory Group
Kentucky
$391K +$57.5K +1,417 +17%
TWM
2222
TriaGen Wealth Management
California
$390K -$73.2K -1,804 -16%
WTA
2223
Washington Trust Advisors
Massachusetts
$390K +$22.4K +553 +6%
CRWM
2224
Castle Rock Wealth Management
California
$390K -$29.8K -734 -8%
GKWIM
2225
Gerber Kawasaki Wealth & Investment Management
California
$390K +$21.4K +528 +6%
87 88
89
90 91