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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1026
Wealth Preservation Advisors
Tennessee
$229K – – –
EFG
1027
Everhart Financial Group
Ohio
$229K -$12.1K -82 -5%
CSIC
1028
Clifford Swan Investment Counsel
California
$229K – – –
NPFS
1029
Novak & Powell Financial Services
Florida
$228K +$593 +4 +0.3%
SIG
1030
Spinnaker Investment Group
California
$228K -$10.7K -72 -5%
SWA
1031
Sax Wealth Advisors
New Jersey
$227K +$223K +1,503 New
BAM
1032
Broyhill Asset Management
North Carolina
$227K – – –
TF
1033
Tompkins Financial
New York
$227K – – –
DMBA
1034
Deseret Mutual Benefit Administrators
Utah
$226K -$37.8K -255 -15%
PFM
1035
Patton Fund Management
Texas
$226K – – –
OWP
1036
Obermeyer Wealth Partners
Colorado
$225K -$2.52K -17 -1%
RSWA
1037
Robinson Smith Wealth Advisors
Maine
$225K – – –
SFP
1038
Shepherd Financial Partners
Massachusetts
$225K +$444 +3 +0.2%
AFO
1039
Arrowroot Family Office
California
$225K -$122K -822 -36%
HFS
1040
Hantz Financial Services
Michigan
$225K +$49.8K +336 +29%
FWA
1041
FSM Wealth Advisors
Ohio
$225K -$158K -1,069 -42%
PAMG
1042
Patton Albertson Miller Group
Tennessee
$224K – – –
ISL
1043
Ingalls & Snyder LLC
New York
$224K – – –
ATC
1044
Adirondack Trust Company
New York
$224K – – –
BWL
1045
Bogart Wealth LLC
Virginia
$223K -$1.63K -11 -0.7%
SW
1046
Simplicity Wealth
New Jersey
$222K +$7.11K +48 +3%
GIA
1047
GHP Investment Advisors
Colorado
$222K +$741 +5 +0.3%
TIM
1048
Tortoise Investment Management
New York
$221K +$593 +4 +0.3%
CAM
1049
Carret Asset Management
New York
$221K -$18.4K -124 -8%
ACP
1050
Aviance Capital Partners
Florida
$221K – – –
40 41
42
43 44