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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1776
Cardiff Park Advisors
California
$424K +$468K +1,667 New
PPP
1777
Private Portfolio Partners
New Jersey
$424K +$30.9K +110 +7%
FFG
1778
Frisch Financial Group
New York
$422K +$99.8K +355 +28%
PIM
1779
Parker Investment Management
California
$421K -$348K -1,239 -43%
JGIA
1780
Jackson Grant Investment Advisers
Connecticut
$421K – – –
NJBEST
1781
New Jersey Better Educational Savings Trust
New Jersey
$421K – – –
PL
1782
Parthenon LLC
Kentucky
$419K +$183K +650 +65%
RT
1783
Rockland Trust
Massachusetts
$417K -$2.81K -10 -0.6%
SC
1784
Sierra Capital
Florida
$416K +$38.2K +136 +9%
OPOWM
1785
One Plus One Wealth Management
Florida
$414K +$14K +50 +3%
MFG
1786
Magnus Financial Group
New York
$413K -$73.3K -261 -14%
CWP
1787
Curated Wealth Partners
California
$413K – – –
WCM
1788
Wedge Capital Management
North Carolina
$412K +$13.8K +49 +3%
CT
1789
Coastline Trust
Rhode Island
$412K +$56.2K +200 +14%
TVAMP
1790
Tennessee Valley Asset Management Partners
Tennessee
$410K +$42.4K +151 +10%
VNA
1791
Valley National Advisers
Pennsylvania
$409K +$41.3K +147 +10%
CIP
1792
Convergence Investment Partners
Florida
$408K -$24.2K -86 -5%
AP
1793
Appleton Partners
Massachusetts
$408K +$12.1K +43 +3%
KA
1794
Klingman & Associates
New York
$407K +$2.25K +8 +0.5%
SFG
1795
Sovereign Financial Group
Connecticut
$406K -$214K -761 -32%
SBL
1796
Sargent Bickham Lagudis
Colorado
$406K +$4.5K +16 +1%
DI
1797
DFPG Investments
Utah
$406K +$11.2K +40 +2%
IIC
1798
Integrated Investment Consultants
Michigan
$405K +$4.21K +15 +0.9%
CBT
1799
CoreFirst Bank & Trust
Kansas
$399K – – –
SIM
1800
SSI Investment Management
California
$396K -$1.41K -5 -0.3%
70 71
72
73 74