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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1326
Colony Group
Massachusetts
$256K +$239K +1,776 New
CFO
1327
CVA Family Office
Colorado
$255K +$238K +1,771 New
VAM
1328
Verity Asset Management
North Carolina
$255K +$239K +1,775 New
SAM
1329
SignalPoint Asset Management
Missouri
$254K +$238K +1,770 New
SMA
1330
Sage Mountain Advisors
Georgia
$253K +$236K +1,757 New
CIC
1331
Carnegie Investment Counsel
Ohio
$253K +$236K +1,759 New
CHAM
1332
Clear Harbor Asset Management
Connecticut
$253K +$237K +1,760 New
WIA
1333
Wealthstreet Investment Advisors
Texas
$252K – – –
WMA
1334
West Michigan Advisors
Michigan
$252K +$235K +1,750 New
CRI
1335
Colonial River Investments
Virginia
$252K +$236K +1,752 New
BFG
1336
Bouchey Financial Group
New York
$251K +$234K +1,744 New
OIA
1337
Optimum Investment Advisors
Illinois
$250K -$269 -2 -0.1%
LAM
1338
L2 Asset Management
Massachusetts
$250K +$233K +1,734 New
ESB
1339
Essex Savings Bank
Connecticut
$250K +$233K +1,737 New
FAG
1340
Fortitude Advisory Group
Washington
$250K +$234K +1,738 New
CPO
1341
Cerity Partners OCIO
New York
$250K +$234K +1,740 New
SYBT
1342
Stock Yards Bank & Trust
Kentucky
$250K +$234K +1,742 New
HIP
1343
HUB Investment Partners
Texas
$249K -$313K -2,328 -57%
FF
1344
FourThought Financial
Florida
$249K -$14K -104 -6%
BCM
1345
Becker Capital Management
Oregon
$249K +$233K +1,732 New
PP
1346
PDS Planning
Ohio
$249K +$233K +1,732 New
NAS
1347
Nicolet Advisory Services
Wisconsin
$248K +$232K +1,723 New
HA
1348
Herold Advisors
New York
$247K – – –
CWP
1349
Capital Wealth Planning
Florida
$247K +$230K +1,713 New
KCPG
1350
Kavar Capital Partners Group
Kansas
$247K +$231K +1,716 New
52 53
54
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