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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1126
Global Financial Private Client
Florida
$1.06M +$97.7K +439 +10%
BC
1127
Burney Company
Virginia
$1.06M +$114K +512 +12%
EP
1128
Elkhorn Partners
Nebraska
$1.06M – – –
CIC
1129
Chase Investment Counsel
Virginia
$1.06M – – –
BIM
1130
Baldwin Investment Management
Pennsylvania
$1.06M +$147K +660 +16%
TGIA
1131
Torrey Growth & Income Advisors
California
$1.05M +$44.5K +200 +4%
FMI
1132
Frec Markets Inc
California
$1.05M +$249K +1,120 +30%
PEWA
1133
Pacific Excel Wealth Advisors
California
$1.05M +$1.08M +4,856 New
HFO
1134
Heritage Family Offices
Arizona
$1.05M +$69.6K +313 +7%
CIM
1135
CIM Investment Management
Pennsylvania
$1.05M -$107K -483 -9%
BHC
1136
Bull Harbor Capital
Maryland
$1.05M +$373K +1,675 +53%
TFO
1137
Tarbox Family Office
California
$1.04M – – –
KWM
1138
Kingsman Wealth Management
Florida
$1.04M -$1.56M -7,031 -59%
BAAM
1139
Baker Avenue Asset Management
California
$1.04M +$260K +1,169 +32%
PFBT
1140
Parkside Financial Bank & Trust
Missouri
$1.03M +$109K +489 +11%
AFS
1141
Aft Forsyth & Sober
Florida
$1.03M – – –
GWANC
1142
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M -$87.2K -392 -8%
SB
1143
Strategic Blueprint
Georgia
$1.02M -$22K -99 -2%
ADL
1144
Asset Dedication LLC
California
$1.02M -$26.9K -121 -3%
FHA
1145
Flagship Harbor Advisors
Massachusetts
$1.02M +$8.9K +40 +0.9%
HAIM
1146
Hunter Associates Investment Management
Pennsylvania
$1.01M -$20K -90 -2%
KMWM
1147
Keudell/Morrison Wealth Management
Oregon
$1.01M +$667 +3 +0.1%
MFA
1148
Mayflower Financial Advisors
Massachusetts
$1.01M +$222 +1 +0%
WAG
1149
Winthrop Advisory Group
Massachusetts
$1.01M +$105K +472 +11%
DWA
1150
Douglass Winthrop Advisors
New York
$1.01M +$16.2K +73 +2%
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