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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
3326
Flaharty Asset Management
Florida
$2.42M -$140K -895 -5%
GWA
3327
Geometric Wealth Advisors
District of Columbia
$2.42M +$3.14K +20 +0.1%
SAM
3328
Strategic Asset Management
Minnesota
$2.41M -$17.7K -113 -0.6%
AIA
3329
Arbor Investment Advisors
North Carolina
$2.41M -$6.81M -43,407 -71%
EC
3330
EdgeRock Capital
Colorado
$2.41M +$68K +433 +3%
BWM
3331
BCGM Wealth Management
Indiana
$2.41M +$109K +692 +4%
WAM
3332
Werlinich Asset Management
Connecticut
$2.4M -$39.2K -250 -1%
OWIM
3333
Old West Investment Management
California
$2.4M – – –
C
3334
CEDRUS
Colorado
$2.4M +$256K +1,633 +10%
LFGH
3335
Lee Financial Group Hawaii
Hawaii
$2.4M +$51.7M +329,622 +13,723%
SA
3336
Scarborough Advisors
Maryland
$2.4M -$11.9K -76 -0.4%
DCM
3337
Difesa Capital Management
New York
$2.39M -$1.96M -12,490 -42%
TFA
3338
Tobias Financial Advisors
Florida
$2.39M -$567K -3,615 -17%
MAP
3339
Milestone Advisory Partners
North Carolina
$2.39M -$39.2K -250 -1%
KLI
3340
Kelman-Lazarov Inc
Tennessee
$2.39M +$310K +1,972 +13%
HWMG
3341
Hurlow Wealth Management Group
Indiana
$2.39M – – –
LNWTC
3342
Laird Norton Wetherby Trust Company
Washington
$2.39M -$3.48M -22,192 -56%
DFS
3343
Dixon Fnancial Services
California
$2.39M -$44.1K -281 -2%
CAM
3344
Campion Asset Management
Virginia
$2.38M +$19.6K +125 +0.7%
AA
3345
Alesco Advisors
New York
$2.38M +$31.4K +200 +1%
LAI
3346
Legal Advantage Investments
California
$2.38M +$1.88M +12,000 +231%
QFA
3347
Quattro Financial Advisors
Texas
$2.37M -$88.7K -565 -3%
HIM
3348
Hanlon Investment Management
New Jersey
$2.37M +$115K +730 +4%
ACM
3349
Alamar Capital Management
California
$2.36M +$348K +2,219 +15%
RIS
3350
Retirement Income Solutions
Michigan
$2.36M -$72.5K -462 -3%
132 133
134
135 136