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Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2876
American Institute for Advanced Investment Management
Arizona
$4.17M +$168K +1,175 +4%
CAP
2877
Columbia Advisory Partners
Washington
$4.17M +$1.06M +7,399 +30%
NFG
2878
Norris Financial Group
South Carolina
$4.17M -$239K -1,673 -5%
GA
2879
Goldstein Advisors
Wisconsin
$4.17M +$4.58M +32,070 New
LCM
2880
Lattice Capital Management
Washington
$4.16M – – –
IIL
2881
Insight Inv LLC
California
$4.16M -$4.29K -30 -0.1%
PBO
2882
Peoples Bank (Ohio)
Ohio
$4.15M -$310K -2,166 -6%
SHFP
2883
Second Half Financial Partners
Florida
$4.15M -$2.41M -16,872 -37%
MWM
2884
Marion Wealth Management
Pennsylvania
$4.14M +$695K +4,862 +18%
GAAM
2885
Guinness Atkinson Asset Management
California
$4.14M -$229K -1,600 -5%
ARMT
2886
Amica Retiree Medical Trust
Rhode Island
$4.14M -$323K -2,261 -7%
FPA
2887
First Pacific Advisors
California
$4.14M – – –
TFP
2888
Tilia Fiduciary Partners
North Carolina
$4.13M +$14.3K +100 +0.3%
PA
2889
Parkside Advisors
California
$4.12M +$154K +1,081 +4%
SPFA
2890
Summit Place Financial Advisors
New Jersey
$4.12M +$441K +3,084 +11%
RDIA
2891
RE Dickinson Investment Advisors
Iowa
$4.12M -$17.9K -125 -0.4%
DA
2892
Dash Acquisitions
California
$4.11M -$666K -4,662 -13%
GSIS
2893
Global Strategic Investment Solutions
Arizona
$4.11M +$444K +3,108 +11%
LFM
2894
LGT Fund Management
Liechtenstein
$4.11M -$200K -1,400 -4%
WW
2895
Westshore Wealth
California
$4.1M -$19.9K -139 -0.4%
SFWC
2896
Strategic Family Wealth Counselors
New Jersey
$4.1M +$143 +1 +0%
DOA
2897
D'Orazio & Associates
Virginia
$4.1M -$900K -6,299 -17%
MAG
2898
Mayfair Advisory Group
Alabama
$4.09M -$430K -3,008 -9%
ES
2899
Eagle Strategies
New York
$4.08M +$4.49M +31,398 New
WAG
2900
Windsor Advisory Group
Ohio
$4.08M +$4.49M +31,398 New
114 115
116
117 118