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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2076
Continuum Advisory
Idaho
$2.87M +$350K +2,900 +17%
GPA
2077
Garrison Point Advisors
California
$2.87M -$130K -1,080 -5%
LA
2078
Legacy Advisors
Pennsylvania
$2.86M +$473K +3,920 +23%
UBG
2079
United Bank (Georgia)
Georgia
$2.86M +$121K +1,000 +5%
DLG
2080
Daniel L. Goodwin
$2.86M +$966K +8,000 +63%
JSMC
2081
Jess S. Morgan & Co
California
$2.85M -$164K -1,360 -6%
TWM
2082
Titus Wealth Management
California
$2.85M +$67.6K +560 +3%
BBP
2083
Banco BTG Pactual
Brazil
$2.84M -$1.21M -10,000 -33%
CL
2084
Choreo LLC
Illinois
$2.83M -$55.6K -460 -2%
NB
2085
Nicolet Bankshares
Wisconsin
$2.83M +$21.7K +180 +0.9%
BAM
2086
Beaumont Asset Management
Texas
$2.82M -$809K -6,700 -25%
CHJWM
2087
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.81M -$157K -1,300 -7%
EFSCE
2088
Enterprise Financial Services Corp (EFSC)
Missouri
$2.81M +$70.1K +580 +3%
DP
2089
Dearborn Partners
Illinois
$2.81M +$263K +2,180 +12%
ARI
2090
Applied Research Investments
Delaware
$2.8M +$2.45M +20,320 New
I
2091
INVST
Indiana
$2.8M +$903K +7,480 +62%
TBA
2092
Tower Bridge Advisors
Pennsylvania
$2.8M +$679K +5,620 +38%
TFA
2093
Toth Financial Advisory
Virginia
$2.8M +$65.2K +540 +3%
VLC
2094
Van Leeuwen & Company
New Jersey
$2.79M -$341K -2,820 -12%
PWMG
2095
Prestige Wealth Management Group
New Jersey
$2.79M +$152K +1,260 +7%
PHAM
2096
Portland Hill Asset Management
United Kingdom
$2.79M +$67.6K +560 +3%
DCM
2097
Driehaus Capital Management
Illinois
$2.79M -$804K -6,660 -25%
CP
2098
Covenant Partners
Tennessee
$2.79M -$280K -2,320 -10%
TGAM
2099
TBH Global Asset Management
Tennessee
$2.79M +$283K +2,340 +13%
AIA
2100
Angeles Investment Advisors
California
$2.78M -$411K -3,400 -14%
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84
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