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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
2576
Wellesley Investment Partners
Massachusetts
$2.22M -$248K -3,860 -11%
WCM
2577
Weik Capital Management
Pennsylvania
$2.22M +$40.9K +636 +2%
SCP
2578
Sandhill Capital Partners
New York
$2.22M +$268K +4,168 +16%
EWF
2579
Epstein & White Financial
California
$2.21M +$131K +2,036 +7%
SFS
2580
Summit Financial Strategies
Ohio
$2.21M +$355K +5,512 +22%
RA
2581
Rational Advisors
New York
$2.21M -$14.7K -228 -0.8%
CSPIA
2582
Cary Street Partners Investment Advisory
Virginia
$2.21M +$1.93M +30,032 New
AWS
2583
AJ Wealth Strategies
New York
$2.2M -$114K -1,776 -6%
GDP
2584
Great Diamond Partners
Maine
$2.19M +$1.92M +29,908 New
FFWA
2585
FRG Family Wealth Advisors
Washington
$2.19M -$80.3K -1,248 -1%
MC
2586
Matisse Capital
Oregon
$2.18M – – –
PLFAM
2587
Pineno Levin & Ford Asset Management
Virginia
$2.18M -$11.6K -180 -0.6%
HFRG
2588
Houlihan Financial Resource Group
Virginia
$2.18M +$1.91M +29,700 New
PAG
2589
Pinnacle Advisory Group
Maryland
$2.18M +$17.8K +276 +0.9%
GSWM
2590
Golden State Wealth Management
California
$2.17M -$7.65M -118,856 -80%
TIM
2591
Total Investment Management
Arizona
$2.17M -$465K -7,228 -20%
EWA
2592
Evolution Wealth Advisors
Florida
$2.17M +$1.9M +29,488 New
BFA
2593
Beacon Financial Advisory
Ohio
$2.16M +$1.9M +29,488 New
SIS
2594
Sound Income Strategies
Florida
$2.16M +$55.8K +868 +3%
SIAS
2595
Shine Investment Advisory Services
Colorado
$2.16M +$179K +2,788 +10%
DWA
2596
Dorsey Wright & Associates
California
$2.16M +$1.89M +29,372 New
JGUA
2597
John G. Ullman & Associates
New York
$2.15M -$326K -5,068 -15%
PCMC
2598
Paragon Capital Management (Colorado)
Colorado
$2.14M -$128K -1,992 -6%
AC
2599
AlphaCore Capital
California
$2.14M +$1.88M +29,164 New
FFS
2600
Founders Financial Securities
Maryland
$2.13M +$200K +3,108 +12%
102 103
104
105 106