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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
Spire Wealth Management
Virginia
$317K -$3.26M -1,336 -91%
TWM
777
TriaGen Wealth Management
California
$317K – – –
SGI
778
Summit Global Investments
Utah
$317K -$3.11M -1,277 -91%
CAG
779
Csenge Advisory Group
Florida
$312K -$39K -16 -11%
LNB
780
Ledyard National Bank
$307K -$12.2K -5 -4%
JF
781
JSF Financial
California
$307K +$24.4K +10 +9%
BG
782
Benedetti & Gucer
Georgia
$305K -$412K -169 -58%
ECM
783
Evergreen Capital Management
Washington
$305K +$36.6K +15 +14%
PCP
784
Proficio Capital Partners
Massachusetts
$305K -$4.88K -2 -2%
CPW
785
Crestmont Private Wealth
Texas
$305K +$39K +16 +15%
BFG
786
Berger Financial Group
Minnesota
$302K – – –
FLPIM
787
F.L. Putnam Investment Management
Massachusetts
$302K +$29.3K +12 +11%
WAP
788
Wealthcare Advisory Partners
Pennsylvania
$302K +$34.1K +14 +13%
FL
789
Fort LP
Maryland
$295K -$185K -76 -39%
RAM
790
Riggs Asset Management
Pennsylvania
$295K – – –
BPWM
791
Badgley Phelps Wealth Managers
Washington
$288K -$12.2K -5 -4%
PWM
792
Perigon Wealth Management
California
$288K -$2.44K -1 -0.8%
SP
793
Successful Portfolios
Florida
$286K – – –
TPWA
794
TRUE Private Wealth Advisors
Oregon
$285K – – –
KWM
795
Kingsview Wealth Management
Oregon
$284K +$36.6K +15 +15%
PTC
796
Philadelphia Trust Company
Pennsylvania
$283K – – –
GC
797
Grimes & Company
Massachusetts
$283K +$2.44K +1 +0.9%
GA
798
Geller Advisors
New York
$283K +$63.4K +26 +29%
FFN
799
Focus Financial Network
Minnesota
$280K -$51.2K -21 -16%
FWTB
800
First Western Trust Bank
Colorado
$280K +$4.88K +2 +2%
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