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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1501
Aufman Associates
Pennsylvania
$305K – – –
GG
1502
Golden Green
South Carolina
$305K +$113K +460 +52%
CCM
1503
Carlson Capital Management
Minnesota
$302K +$1.72K +7 +0.5%
CCP
1504
Corient Capital Partners
California
$302K +$12K +49 +4%
HI
1505
HBK Investments
Texas
$302K +$327K +1,332 New
OWA
1506
One Wealth Advisors
California
$302K +$327K +1,332 New
LC
1507
LCNB Corp
Ohio
$301K +$98.2K +400 +43%
AA
1508
AlphaMark Advisors
Kentucky
$299K +$24.6K +100 +8%
LWA
1509
Lenox Wealth Advisors
New York
$295K -$135K -548 -30%
DWM
1510
Dorchester Wealth Management
Quebec, Canada
$295K +$320K +1,301 New
CAWM
1511
Capital Advisors Wealth Management
Washington
$295K +$320K +1,302 New
ESB
1512
Essex Savings Bank
Connecticut
$294K +$6.14K +25 +2%
RWB
1513
RMR Wealth Builders
New Jersey
$293K -$31.2K -127 -9%
IA
1514
IFG Advisors
Missouri
$291K +$26K +106 +9%
JF
1515
JSF Financial
California
$291K +$51.6K +210 +20%
SCM
1516
Shelton Capital Management
Colorado
$289K -$1.12M -4,545 -78%
JFGIW
1517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K +$157K +640 +100%
CRC
1518
Curi RMB Capital
Illinois
$288K -$249K -1,014 -44%
HI
1519
Horizon Investments
North Carolina
$288K -$159K -649 -34%
SIA
1520
SkyView Investment Advisors
New Jersey
$287K -$72.7K -296 -19%
LI
1521
LVZ Inc
Michigan
$286K -$76.6K -312 -20%
CWM
1522
CCG Wealth Management
California
$286K – – –
WCM
1523
Windward Capital Management
California
$285K -$21.1K -86 -6%
KMWM
1524
Keudell/Morrison Wealth Management
Oregon
$285K +$5.89K +24 +2%
CBA
1525
Coastal Bridge Advisors
Connecticut
$284K -$3.68K -15 -1%
59 60
61
62 63