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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
3001
Eley Financial Management
Vermont
$5.42M -$106K -581 -2%
SCM
3002
Seascape Capital Management
New Hampshire
$5.41M -$264K -1,450 -4%
EM
3003
ELCO Management
New York
$5.4M -$139K -764 -2%
AIM
3004
AHL Investment Management
Florida
$5.4M +$364 +2 +0%
BEW
3005
Burton Enright Welch
California
$5.39M -$46.4K -255 -0.8%
SAW
3006
Signal Advisors Wealth
Michigan
$5.39M +$2.29M +12,568 +67%
TWP
3007
Tempus Wealth Planning
California
$5.39M -$1.66M -9,135 -23%
TFO
3008
Tarbox Family Office
California
$5.39M -$126K -695 -2%
MS
3009
Madden Securities
Texas
$5.38M -$1.2M -6,613 -17%
VSI
3010
Verde Servicos Internacionais
Brazil
$5.38M +$5.71M +31,380 New
BC
3011
Brio Consultants
California
$5.38M -$36K -198 -0.6%
SAM
3012
Seelaus Asset Management
New Jersey
$5.37M -$195K -1,072 -3%
MWM
3013
MGB Wealth Management
Texas
$5.36M -$106K -585 -2%
BWM
3014
Baron Wealth Management
Michigan
$5.36M -$235K -1,291 -4%
1WM
3015
1858 Wealth Management
Ohio
$5.36M – – –
UC
3016
Unio Capital
New Jersey
$5.35M -$339K -1,866 -6%
GPA
3017
Garrison Point Advisors
California
$5.35M -$106K -581 -2%
EA
3018
Ergawealth Advisors
Illinois
$5.35M +$870K +4,782 +18%
RIM
3019
Rockbridge Investment Management
New York
$5.34M -$930K -5,114 -14%
IC
3020
Iconiq Capital
California
$5.34M +$4.13M +22,721 +270%
MAM
3021
McCarthy Asset Management
California
$5.34M +$3.82K +21 +0.1%
MWM
3022
Moran Wealth Management
Florida
$5.32M +$361K +1,988 +7%
BC
3023
Barrett & Company
Rhode Island
$5.31M +$853K +4,689 +18%
GA
3024
Goldstein Advisors
Wisconsin
$5.31M -$208K -1,142 -4%
EFA
3025
Edge Financial Advisors
Illinois
$5.3M +$5.63M +30,936 New
119 120
121
122 123