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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1251
GHP Investment Advisors
Colorado
$254K +$259K +1,500 New
RSWM
1252
Robertson Stephens Wealth Management
California
$254K +$259K +1,500 New
TC
1253
Trilogy Capital
California
$253K -$6.9K -40 -3%
BO
1254
BRR OpCo
Ohio
$253K +$258K +1,493 New
GBBWRPM
1255
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$252K – – –
VWA
1256
V Wealth Advisors
Kansas
$252K +$14.5K +84 +6%
AP
1257
Advisor Partners
California
$250K -$3.28K -19 -1%
SP
1258
Successful Portfolios
Florida
$249K -$8.63K -50 -3%
BFG
1259
Bouchey Financial Group
New York
$249K – – –
TYCC
1260
Texas Yale Capital Corp
Florida
$248K -$253K -1,465 -50%
CIP
1261
Champlain Investment Partners
Vermont
$247K – – –
DWT
1262
Dorsey & Whitney Trust
South Dakota
$247K +$252K +1,459 New
WLIM
1263
White Lighthouse Investment Management
Massachusetts
$246K +$250K +1,449 New
BWM
1264
BerganKDV Wealth Management
Minnesota
$243K +$43.1K +250 +21%
JF
1265
JSF Financial
California
$241K +$3.45K +20 +1%
NCM
1266
Next Capital Management
New York
$240K +$17.4K +101 +8%
SCA
1267
Stonebridge Capital Advisors
Minnesota
$240K +$245K +1,418 New
PAS
1268
Partnervest Advisory Services
California
$239K -$89.4K -518 -27%
NB
1269
Nicolet Bankshares
Wisconsin
$238K -$30.9K -179 -11%
IIC
1270
Ironwood Investment Counsel
Arizona
$238K +$25.9K +150 +12%
GEA
1271
Glen Eagle Advisors
New Jersey
$238K +$23.3K +135 +11%
SAM
1272
Seelaus Asset Management
New Jersey
$237K -$12.9K -75 -5%
PWLP
1273
Prio Wealth Limited Partnership
Massachusetts
$237K – – –
BOTW
1274
Bank of the West
California
$236K -$4.83K -28 -2%
AFM
1275
Andesa Financial Management
Pennsylvania
$235K -$234K -1,353 -49%
49 50
51
52 53