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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2476
DCM Advisors
New York
$314K +$304K +2,672 New
ACM
2477
Ashford Capital Management
Delaware
$313K – – –
LIG
2478
Lokken Investment Group
Delaware
$313K +$57.5K +506 +23%
LAS
2479
Lloyd Advisory Services
Georgia
$312K +$3.98K +35 +1%
KW
2480
KWB Wealth
California
$312K +$23.2K +204 +8%
TIA
2481
Tiemann Investment Advisors
California
$312K +$43.4K +382 +17%
MAM
2482
Martingale Asset Management
Massachusetts
$312K +$301K +2,651 New
CA
2483
Crumly & Associates
Illinois
$311K +$264K +2,320 New
RP
2484
Riverwater Partners
Wisconsin
$310K +$300K +2,642 New
LF
2485
LifeSteps Financial
California
$309K -$6.93K -61 -2%
NPPM
2486
North Point Portfolio Managers
Ohio
$308K – – –
SCM
2487
Silvant Capital Management
Georgia
$307K – – –
ODG
2488
O'Dell Group
Ohio
$307K +$3.52K +31 +1%
BA
2489
Bridgewater Advisors
New York
$305K +$22.7K +200 +8%
MIA
2490
MMBG Investment Advisors
Florida
$305K +$295K +2,600 New
HWM
2491
HFR Wealth Management
New York
$303K -$20.4K -180 -7%
KCFA
2492
Key Client Fiduciary Advisors
New Jersey
$301K +$291K +2,566 New
HIM
2493
Hotaling Investment Management
Pennsylvania
$301K +$292K +2,568 New
RCM
2494
Requisite Capital Management
Texas
$298K -$56.8K -500 -16%
APW
2495
Acima Private Wealth
Virginia
$298K – – –
SC
2496
Solstein Capital
California
$298K – – –
CCA
2497
Cadent Capital Advisors
Oklahoma
$298K +$9.2K +81 +3%
BPCE
2498
Bank Pictet & Cie (Europe)
Germany
$297K -$16.5M -144,923 -98%
PWM
2499
Palumbo Wealth Management
New York
$297K +$3.07K +27 +1%
PS
2500
Planned Solutions
California
$297K +$288K +2,533 New
98 99
100
101 102