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Name Holding Trade Value Shares
Change 		Change in
Stake
DK
3951
David Kennon
Florida
$1.09M -$93.6K -655 -7%
APS
3952
American Planning Services
Florida
$1.09M +$1.2M +8,370 +93,000%
EIP
3953
Easterly Investment Partners
Massachusetts
$1.09M +$15K +105 +1%
RFO
3954
RiverGlades Family Offices
Florida
$1.09M +$1.19M +8,353 New
BPGAM
3955
BTG Pactual Global Asset Management
Bermuda
$1.09M -$236K -1,653 -17%
CAM
3956
Crestone Asset Management
Colorado
$1.08M -$16.7K -117 -1%
EWG
3957
Executive Wealth Group
Washington
$1.08M +$1.72K +12 +0.1%
BSWM
3958
Boston Standard Wealth Management
Massachusetts
$1.08M -$54.3K -380 -4%
VFA
3959
Voya Financial Advisors
Connecticut
$1.08M +$65.2K +456 +6%
ICM
3960
Intrepid Capital Management
Florida
$1.08M +$464K +3,245 +64%
CAC
3961
Cowen and Company
New York
$1.07M +$196K +1,369 +20%
RF
3962
RHS Financial
California
$1.07M +$25.4K +178 +2%
CWM
3963
CarsonAllaria Wealth Management
Illinois
$1.07M +$68.7K +481 +6%
EP
3964
Essential Planning
New Hampshire
$1.07M +$562K +3,934 +98%
FIC
3965
Family Investment Center
Missouri
$1.07M +$1.17M +8,202 New
GCC
3966
Game Creek Capital
Massachusetts
$1.07M -$193K -1,350 -14%
PCI
3967
Pacifica Capital Investments
Texas
$1.06M – – –
BWM
3968
Biltmore Wealth Management
Arizona
$1.06M -$2.86K -20 -0.2%
PA
3969
Paragon Advisors
Texas
$1.06M +$47K +329 +4%
SEM
3970
Strategic Equity Management
Arizona
$1.05M -$13.6K -95 -1%
CP
3971
Camelot Portfolios
Ohio
$1.05M -$61.6K -431 -5%
IFA
3972
Interactive Financial Advisors
Illinois
$1.05M -$97.3K -681 -8%
NWMG
3973
National Wealth Management Group
Ohio
$1.05M -$248K -1,736 -18%
RK
3974
Rather & Kittrell
Tennessee
$1.04M -$400K -2,800 -26%
BAM
3975
Bayshore Asset Management
Florida
$1.04M – – –
157 158
159
160 161