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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3276
Birinyi Associates
Connecticut
$390K – – –
IP
3277
Isthmus Partners
Wisconsin
$390K – – –
ACM
3278
Ardent Capital Management
Ohio
$390K – – –
GWM
3279
GDS Wealth Management
Texas
$390K +$69.1K +661 +25%
EWM
3280
Endowment Wealth Management
Wisconsin
$389K -$18.5K -177 -5%
CNB
3281
Camden National Bank
Maine
$389K +$346K +3,310 New
WWG
3282
West Wealth Group
California
$389K +$20.8K +199 +6%
FF
3283
Francis Financial
$388K +$44.6K +426 +15%
FL
3284
FreeGulliver LLC
Louisiana
$388K -$21.9K -209 -6%
PC
3285
Payne Capital
Oregon
$388K – – –
CAS
3286
CTC Alternative Strategies
Illinois
$388K +$345K +3,300 New
AM
3287
Atwater Malick
Pennsylvania
$388K +$51.7K +494 +18%
GSWM
3288
Greenup Street Wealth Management
Michigan
$387K +$49.8K +476 +17%
CTC
3289
Cetera Trust Company
Minnesota
$387K – – –
HSG
3290
Helen Stephens Group
Texas
$387K +$7.63K +73 +2%
SOW
3291
State of Wyoming
Wyoming
$386K -$19.2K -184 -5%
PWA
3292
Portus Wealth Advisors
North Carolina
$386K -$7.63K -73 -2%
GCP
3293
Gill Capital Partners
Colorado
$386K +$10.5K +100 +3%
NPFS
3294
Novak & Powell Financial Services
Florida
$386K -$34.7K -332 -9%
VST
3295
Van Strum & Towne
California
$386K -$22.5K -215 -6%
PF
3296
Prosperitas Financial
California
$385K -$5.02K -48 -1%
LA
3297
Latitude Advisors
Florida
$385K +$15.5K +148 +5%
LRIA
3298
Leonard Rickey Investment Advisors
Washington
$384K +$26.5K +253 +8%
BBA
3299
Braun-Bostich & Associates
Pennsylvania
$383K -$109K -1,044 -24%
SCA
3300
Scott Capital Advisors
Oregon
$383K -$16.1K -154 -5%
130 131
132
133 134