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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
3126
Firethorn Wealth Partners
Georgia
$7.32M +$641K +2,836 +11%
SCP
3127
Shorepoint Capital Partners
Massachusetts
$7.31M +$6.49M +28,724 New
FOA
3128
Five Oceans Advisors
California
$7.31M -$331K -1,467 -5%
I
3129
InvesTrust
Oklahoma
$7.31M -$82.5K -365 -1%
ACM
3130
Ascent Capital Management
Oregon
$7.3M +$42K +186 +0.7%
GW
3131
Griffith & Werner
Georgia
$7.3M +$6.12M +27,090 New
HH
3132
HWG Holdings
Texas
$7.3M -$244K -1,079 -4%
MAM
3133
Morse Asset Management
Connecticut
$7.3M +$1.31M +5,806 +25%
POIA
3134
Pin Oak Investment Advisors
Texas
$7.3M -$35K -155 -0.5%
EPIME
3135
Evelyn Partners Investment Management (Europe)
$7.28M -$170K -751 -3%
VIA
3136
Vickerman Investment Advisors
Washington
$7.26M +$417K +1,844 +7%
CC
3137
Cypress Capital
Tennessee
$7.26M -$104K -462 -2%
TIM
3138
Total Investment Management
Arizona
$7.25M -$35.9K -159 -0.6%
PFA
3139
Plotkin Financial Advisors
Maryland
$7.25M – – –
USWG
3140
U.S. Wealth Group
New York
$7.24M +$660K +2,921 +11%
LC
3141
Landaas & Company
Wisconsin
$7.24M -$80K -354 -1%
AFW
3142
Avantra Family Wealth
Pennsylvania
$7.23M -$35K -155 -0.5%
WW
3143
Westshore Wealth
California
$7.23M +$144K +637 +2%
HWMC
3144
Heritage Wealth Management (California)
California
$7.22M -$259K -1,145 -4%
1WM
3145
1858 Wealth Management
Ohio
$7.22M -$289K -1,280 -4%
BIM
3146
Barton Investment Management
Pennsylvania
$7.21M -$103K -455 -2%
4WM
3147
44 Wealth Management
Oregon
$7.21M +$916K +4,055 +17%
EB
3148
Exchange Bank
California
$7.2M +$335K +1,481 +6%
RLWM
3149
RF&L Wealth Management
Massachusetts
$7.2M -$2.26K -10 -0%
BSAM
3150
Blue Square Asset Management
New York
$7.2M +$1.03M +4,548 +19%
124 125
126
127 128