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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1801
Cascade Investment Group
Colorado
$314K -$2.68K -32 -0.8%
CBFP
1802
Cedar Brook Financial Partners
Ohio
$314K -$2.94K -35 -0.8%
CA
1803
Corrado Advisors
New Jersey
$313K +$5.87K +70 +2%
SFA
1804
Souders Financial Advisors
Ohio
$313K -$59.6K -711 -14%
TCOO
1805
Trust Company of Oklahoma
Oklahoma
$313K -$40.8K -487 -10%
FPCG
1806
Forum Private Client Group
Indiana
$312K -$335 -4 -0.1%
JIC
1807
Joel Isaacson & Co
New York
$311K -$43.5K -519 -11%
SP
1808
Successful Portfolios
Florida
$311K -$35.8K -427 -9%
MHIC
1809
Marble Harbor Investment Counsel
Massachusetts
$311K – – –
APWM
1810
Atlas Private Wealth Management
New York
$311K +$13K +155 +4%
OTL
1811
Oak Thistle LLC
New York
$310K +$349K +4,165 New
LSC
1812
Lesa Sroufe & Co
Washington
$307K – – –
CWP
1813
Cyndeo Wealth Partners
Florida
$306K -$82K -978 -19%
PA
1814
PFG Advisors
Arizona
$306K -$16.4K -196 -5%
LFA
1815
Landmark Financial Advisors
Kentucky
$305K +$9.48K +113 +3%
PR
1816
Payden & Rygel
California
$305K -$36.2M -432,100 -99%
MIM
1817
Morningstar Investment Management
Illinois
$305K +$69.8K +832 +25%
BAM
1818
Berkshire Asset Management
Pennsylvania
$305K +$344K +4,098 New
OCM
1819
One Capital Management
California
$304K -$28.2K -336 -8%
HR
1820
Howe & Rusling
New York
$303K -$33.3K -397 -9%
HI
1821
Hoey Investments
Pennsylvania
$299K -$38.2K -455 -10%
LRPA
1822
L. Roy Papp & Associates
Arizona
$299K – – –
AA
1823
AlphaQ Advisors
Florida
$298K -$103K -1,230 -23%
OC
1824
Oakworth Capital
Alabama
$297K – – –
SFG
1825
SevenBridge Financial Group
Pennsylvania
$297K – – –
71 72
73
74 75