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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
4051
Lifestyle Asset Management
Texas
$3.48M +$776K +3,437 +34%
NCMW
4052
Northern Capital Management (Washington)
Washington
$3.48M -$13.6K -60 -0.4%
PCM
4053
Payne Capital Management
New York
$3.47M +$734K +3,247 +31%
AL
4054
ADE LLC
Maryland
$3.47M -$19.4K -86 -0.6%
CWM
4055
Chicago Wealth Management
Illinois
$3.47M +$2.94K +13 +0.1%
AIA
4056
Affinity Investment Advisors
California
$3.46M -$30K -133 -1%
VAM
4057
Verity Asset Management
North Carolina
$3.46M +$1.24M +5,478 +67%
WCM
4058
Washburn Capital Management
Florida
$3.46M -$302K -1,339 -9%
TAM
4059
Tealwood Asset Management
Minnesota
$3.46M +$785K +3,476 +34%
OGF
4060
Orin Green Financial
California
$3.45M +$72.7K +322 +2%
FCM
4061
Fieldview Capital Management
Michigan
$3.45M -$5.93M -26,252 -66%
BIA
4062
Baer Investment Advisory
California
$3.44M +$97.8K +433 +3%
KAM
4063
KEB Asset Management
Illinois
$3.44M -$1.58K -7 -0.1%
SCM
4064
Sage Capital Management
New Jersey
$3.44M +$1.81K +8 +0.1%
SPW
4065
Sonoma Private Wealth
California
$3.44M -$3.16K -14 -0.1%
FAM
4066
Fenimore Asset Management
New York
$3.43M – – –
CAG
4067
Compass Advisory Group
New York
$3.43M +$6.78K +30 +0.2%
MPWS
4068
McCarter Private Wealth Services
Massachusetts
$3.43M +$21.5K +95 +0.7%
CFO
4069
Colony Family Offices
North Carolina
$3.42M – – –
EE
4070
EWG Elevate
California
$3.42M +$105K +464 +4%
CWA
4071
CogentBlue Wealth Advisors
Tennessee
$3.42M +$696K +3,081 +30%
DW
4072
Dodds Wealth
Colorado
$3.42M +$226 +1 +0%
SI
4073
Scharf Investments
California
$3.42M -$57.4K -254 -2%
LWM
4074
Laidlaw Wealth Management
New York
$3.41M +$7.91K +35 +0.3%
PCM
4075
Ping Capital Management
New York
$3.41M -$836K -3,700 -22%
161 162
163
164 165