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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2226
Rock Creek Group
District of Columbia
$320K +$45.3K +1,225 +17%
PS
2227
Planned Solutions
California
$320K +$43.5K +1,176 +16%
TRIA
2228
Trail Ridge Investment Advisors
Colorado
$320K -$33.9K -917 -10%
NFG
2229
Nadler Financial Group
Illinois
$319K -$45.9K -1,240 -13%
BCM
2230
Blume Capital Management
California
$318K +$153K +4,129 +93%
SCG
2231
Sonata Capital Group
Washington
$318K -$37K -1,000 -10%
WFI
2232
West Family Investments
California
$317K -$777K -20,986 -71%
RSVP
2233
Ramsay Stattman Vela & Price
Colorado
$317K – – –
KCM
2234
Kathmere Capital Management
Pennsylvania
$315K -$454K -12,279 -59%
QIM
2235
Quantitative Investment Management
Virginia
$314K +$313K +8,460 New
WAM
2236
Weinberger Asset Management
California
$314K +$2.22K +60 +0.7%
TWM
2237
Triton Wealth Management
Arizona
$313K +$347K +9,378 New
VPP
2238
Vertex Planning Partners
Illinois
$312K +$81.7K +2,208 +36%
GWM
2239
GSB Wealth Management
Connecticut
$312K -$742K -20,035 -70%
QPBE
2240
Quintet Private Bank (Europe)
Luxembourg
$312K +$296K +7,987 +2,091%
BCM
2241
Buckhead Capital Management
Georgia
$311K -$47.2K -1,274 -13%
WW
2242
Waterfront Wealth
Kansas
$311K -$1.44K -39 -0.4%
TLFA
2243
True Link Financial Advisors
California
$310K – – –
GCAC
2244
Guardian Capital Advisors (Canada)
Ontario, Canada
$310K – – –
SFG
2245
Socha Financial Group
New York
$310K +$79.8K +2,156 +35%
GKWIM
2246
Gerber Kawasaki Wealth & Investment Management
California
$309K +$48.8K +1,319 +19%
LWM
2247
Lodestone Wealth Management
Washington
$309K +$4.89K +132 +2%
FFWM
2248
Future Financial Wealth Management
Ohio
$308K +$22.6K +611 +8%
BBWA
2249
Bell & Brown Wealth Advisors
California
$308K +$22K +594 +8%
HG
2250
Harbor Group
New Hampshire
$307K -$53.7K -1,452 -15%
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90
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