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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1051
Graypoint LLC
New York
$3.7M -$267K -5,424 -7%
GWMIA
1052
Global Wealth Management Investment Advisory
Florida
$3.69M +$21.8K +444 +0.6%
CDH
1053
Charles D. Hyman
$3.69M – – –
RWM
1054
RBA Wealth Management
California
$3.69M +$48.8K +993 +1%
GCC
1055
Game Creek Capital
Massachusetts
$3.66M -$2.2M -44,750 -39%
JWCA
1056
J.W. Coons Advisors
Ohio
$3.65M – – –
AAS
1057
Annex Advisory Services
Wisconsin
$3.65M -$30.3K -616 -0.9%
LA
1058
Lifeworks Advisors
Michigan
$3.63M +$461K +9,379 +15%
AFM
1059
Abbot Financial Management
Massachusetts
$3.62M -$18.3K -372 -0.5%
PGIM
1060
Pacific Global Investment Management
California
$3.62M -$107K -2,177 -3%
SWP
1061
Strategic Wealth Partners
Ohio
$3.61M +$186K +3,785 +6%
GIM
1062
Greylin Investment Management
Virginia
$3.61M +$450K +9,155 +15%
TCA
1063
Transcend Capital Advisors
New Jersey
$3.61M -$113K -2,298 -3%
EFM
1064
E Fund Management
China
$3.61M -$547K -11,112 -14%
HIC
1065
Holderness Investments Company
North Carolina
$3.6M -$15K -304 -0.4%
AP
1066
Appleton Partners
Massachusetts
$3.58M +$75.5K +1,534 +2%
LIM
1067
Leavell Investment Management
Alabama
$3.57M -$6.59K -134 -0.2%
BOC
1068
Barbara Oil Co
Illinois
$3.57M – – –
BMA
1069
Brooks Moore & Associates
Tennessee
$3.56M – – –
LAM
1070
L2 Asset Management
Massachusetts
$3.55M +$1.12M +22,795 +51%
KLWA
1071
Kelly Lawrence W & Associates
California
$3.55M -$265K -5,394 -7%
HCM
1072
Hudson Capital Management
New Jersey
$3.55M +$111K +2,254 +3%
CYG
1073
Clean Yield Group
Vermont
$3.53M -$36.3K -737 -1%
MCP
1074
Mirador Capital Partners
California
$3.53M +$2.4M +48,782 +251%
TYCC
1075
Texas Yale Capital Corp
Florida
$3.53M -$101K -2,044 -3%
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