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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1101
Capital Asset Advisory Services
Michigan
$205K +$199K +1,285 New
FFO
1102
Fortitude Family Office
Arizona
$205K – – –
CWM
1103
Cranbrook Wealth Management
Michigan
$205K +$465 +3 +0.2%
W
1104
Wealthquest
Ohio
$204K -$16K -103 -7%
MAWA
1105
Moss Adams Wealth Advisors
Washington
$204K +$197K +1,275 New
PP
1106
Prosperity Planning
Missouri
$204K +$197K +1,275 New
LDB
1107
Lee, Danner & Bass
Tennessee
$203K +$197K +1,271 New
FFA
1108
Fortune Financial Advisors
Kansas
$202K +$196K +1,265 New
PMFA
1109
Plante Moran Financial Advisors
Michigan
$202K +$155 +1 +0.1%
PP
1110
Patten & Patten
Tennessee
$202K +$196K +1,264 New
ECAM
1111
East Coast Asset Management
Massachusetts
$202K +$196K +1,263 New
GKWIM
1112
Gerber Kawasaki Wealth & Investment Management
California
$201K +$195K +1,260 New
WCM
1113
Windward Capital Management
California
$201K +$195K +1,260 New
GS
1114
GTS Securities
Florida
$201K -$48.9K -316 -20%
TCOV
1115
Trust Company of Vermont
Vermont
$199K +$193K +1,243 New
GIA
1116
GHP Investment Advisors
Colorado
$198K +$774 +5 +0.4%
WB
1117
Webster Bank
Connecticut
$197K – – –
FWA
1118
Flagship Wealth Advisors
Massachusetts
$193K – – –
ITIM
1119
Indiana Trust & Investment Management
Indiana
$190K – – –
KFAS
1120
Keating Financial Advisory Services
Kansas
$176K +$9.91K +64 +6%
RIL
1121
Rothschild Investment LLC
Illinois
$173K +$8.52K +55 +5%
HB
1122
Horizon Bancorp
Indiana
$172K -$5.42K -35 -3%
MMG
1123
Monetary Management Group
Missouri
$171K – – –
SC
1124
Solstein Capital
California
$171K – – –
1CP
1125
1015 Capital Partners
Pennsylvania
$161K -$465 -3 -0.3%
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