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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1626
TCI Wealth Advisors
Arizona
$343K +$14.5K +77 +5%
LCM
1627
LCM Capital Management
Illinois
$343K – – –
GD
1628
Grandfield & Dodd
New York
$343K -$61.4K -325 -17%
PGF
1629
Plan Group Financial
Oklahoma
$343K +$30.4K +161 +11%
PCM
1630
Prelude Capital Management
New York
$342K -$303K -1,604 -50%
UWPG
1631
Ullmann Wealth Partners Group
Florida
$342K +$5.1K +27 +2%
SMH
1632
Sanders Morris Harris
Texas
$340K -$444K -2,350 -59%
WFAG
1633
Worth Financial Advisory Group
North Carolina
$340K +$33.4K +177 +12%
LFG
1634
Lockerman Financial Group
California
$340K +$306K +1,622 New
KFA
1635
Kapstone Financial Advisors
Ohio
$340K – – –
TIM
1636
Total Investment Management
Arizona
$339K -$8.69K -46 -3%
IBOK
1637
Independence Bank of Kentucky
Kentucky
$338K -$9.82K -52 -3%
MFG
1638
Mainsail Financial Group
Washington
$338K -$97.1K -514 -26%
RFW
1639
Rainier Family Wealth
Washington
$337K +$2.83K +15 +0.9%
CVA
1640
Central Valley Advisors
California
$336K -$37.8K -200 -11%
SAM
1641
Synergy Asset Management
Washington
$335K -$1.13K -6 -0.4%
SIC
1642
SJS Investment Consulting
Ohio
$335K +$1.7K +9 +0.6%
KSWWM
1643
Keyes Stange & Wooten Wealth Management
Florida
$334K – – –
GCA
1644
Gradient Capital Advisors
California
$334K +$12.7K +67 +4%
FFO
1645
Fortitude Family Office
Arizona
$333K -$24.7K -131 -8%
SAM
1646
Seelaus Asset Management
New Jersey
$333K +$17.9K +95 +6%
AWM
1647
Aprio Wealth Management
Georgia
$333K +$57.8K +306 +24%
GAM
1648
Griffin Asset Management
New York
$332K – – –
BCP
1649
Berkeley Capital Partners
Georgia
$332K +$42.9K +227 +17%
4WM
1650
44 Wealth Management
Oregon
$332K +$17.2K +91 +6%
64 65
66
67 68