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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1326
AA Financial Advisors
Ohio
$243K +$214K +3,580 New
SCP
1327
Sivia Capital Partners
California
$241K +$213K +3,561 New
EM
1328
ELCO Management
New York
$241K +$213K +3,560 New
BBHC
1329
Brown Brothers Harriman & Co
New York
$241K +$63.1K +1,054 +42%
EWS
1330
Eagle Wealth Strategies
New Jersey
$241K +$213K +3,556 New
QPWM
1331
Quadrant Private Wealth Management
Pennsylvania
$241K +$213K +3,553 New
DWM
1332
Defined Wealth Management
Oregon
$240K +$212K +3,547 New
GF
1333
Gries Financial
Ohio
$240K +$212K +3,540 New
SAM
1334
Summit Asset Management
Tennessee
$239K +$211K +3,525 New
WCM
1335
WealthBridge Capital Management
Ohio
$238K +$211K +3,518 New
MC
1336
Middleton & Co
Massachusetts
$237K -$71.8K -1,200 -26%
WP
1337
Westmount Partners
California
$237K +$209K +3,493 New
SAI
1338
Savvy Advisors Inc
New York
$237K +$209K +3,492 New
PCP
1339
Proficio Capital Partners
Massachusetts
$237K +$209K +3,491 New
PA
1340
Promethium Advisors
Maryland
$236K +$208K +3,480 New
BAM
1341
Berkshire Asset Management
Pennsylvania
$236K +$208K +3,473 New
CSIC
1342
Clifford Swan Investment Counsel
California
$234K +$207K +3,461 New
OWA
1343
One Wealth Advisors
California
$234K +$207K +3,454 New
AWM
1344
Accredited Wealth Management
Kentucky
$234K – – –
AA
1345
ABC Arbitrage
France
$234K -$1.38M -23,076 -87%
AF
1346
Advisornet Financial
Minnesota
$233K -$57.7K -964 -22%
MWM
1347
Maridea Wealth Management
New York
$232K +$205K +3,431 New
BTWM
1348
Brass Tax Wealth Management
Ohio
$232K +$205K +3,429 New
CGPCS
1349
Capital Group Private Client Services
California
$232K +$205K +3,418 New
SXL
1350
Summit X LLC
Missouri
$231K +$204K +3,414 New
52 53
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