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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1526
Parcion Private Wealth
Washington
$298K -$21.8K -98 -7%
UAS
1527
United Asset Strategies
New York
$298K -$6.67K -30 -2%
GG
1528
Golden Green
South Carolina
$296K -$8.44K -38 -3%
NW
1529
NewEdge Wealth
Pennsylvania
$296K +$24K +108 +9%
PC
1530
Permit Capital
Pennsylvania
$295K +$165K +741 +133%
CA
1531
Cullinan Associates
Kentucky
$295K +$289K +1,300 New
CBA
1532
Coastal Bridge Advisors
Connecticut
$294K +$10K +45 +4%
HFA
1533
Hoover Financial Advisors
Pennsylvania
$293K -$27.1K -122 -9%
APW
1534
Aurora Private Wealth
New Jersey
$293K +$18.9K +85 +7%
MSR
1535
Main Street Research
Connecticut
$291K -$13.2M -59,333 -98%
GA
1536
GoalVest Advisory
New York
$291K -$927K -4,173 -76%
CWM
1537
CCG Wealth Management
California
$291K +$5.33K +24 +2%
CCWA
1538
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$291K +$285K +1,284 New
FMTC
1539
Farmers & Merchants Trust Company
California
$291K +$285K +1,284 New
PP
1540
Professional Planning
California
$290K -$232K -1,045 -45%
AIM
1541
Alhambra Investment Management
Florida
$290K +$17.3K +78 +7%
SCM
1542
Shelton Capital Management
Colorado
$289K – – –
WCM
1543
Windward Capital Management
California
$289K +$3.78K +17 +1%
SCG
1544
Sonata Capital Group
Washington
$288K -$323K -1,456 -53%
SIA
1545
SkyView Investment Advisors
New Jersey
$287K – – –
FH
1546
FWG Holdings
Florida
$287K +$281K +1,265 New
BFS
1547
Bickling Financial Services
Massachusetts
$286K +$281K +1,263 New
QSS
1548
Quantitative Systematic Strategies
Florida
$285K +$279K +1,255 New
BOTW
1549
Bank of the West
California
$284K +$20.2K +91 +8%
MTIM
1550
Marathon Trading Investment Management
Pennsylvania
$283K -$178K -800 -39%
60 61
62
63 64