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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2476
Ashford Capital Management
Delaware
$313K – – –
LIG
2477
Lokken Investment Group
Delaware
$313K +$57.5K +506 +23%
LAS
2478
Lloyd Advisory Services
Georgia
$312K +$3.98K +35 +1%
KW
2479
KWB Wealth
California
$312K +$23.2K +204 +8%
TIA
2480
Tiemann Investment Advisors
California
$312K +$43.4K +382 +17%
MAM
2481
Martingale Asset Management
Massachusetts
$312K +$301K +2,651 New
CA
2482
Crumly & Associates
Illinois
$311K +$264K +2,320 New
RP
2483
Riverwater Partners
Wisconsin
$310K +$300K +2,642 New
LF
2484
LifeSteps Financial
California
$309K -$6.93K -61 -2%
NPPM
2485
North Point Portfolio Managers
Ohio
$308K – – –
SCM
2486
Silvant Capital Management
Georgia
$307K – – –
ODG
2487
O'Dell Group
Ohio
$307K +$3.52K +31 +1%
BA
2488
Bridgewater Advisors
New York
$305K +$22.7K +200 +8%
MIA
2489
MMBG Investment Advisors
Florida
$305K +$295K +2,600 New
HWM
2490
HFR Wealth Management
New York
$303K -$20.4K -180 -7%
KCFA
2491
Key Client Fiduciary Advisors
New Jersey
$301K +$291K +2,566 New
HIM
2492
Hotaling Investment Management
Pennsylvania
$301K +$292K +2,568 New
RCM
2493
Requisite Capital Management
Texas
$298K -$56.8K -500 -16%
APW
2494
Acima Private Wealth
Virginia
$298K – – –
SC
2495
Solstein Capital
California
$298K – – –
CCA
2496
Cadent Capital Advisors
Oklahoma
$298K +$9.2K +81 +3%
BPCE
2497
Bank Pictet & Cie (Europe)
Germany
$297K -$16.5M -144,923 -98%
PWM
2498
Palumbo Wealth Management
New York
$297K +$3.07K +27 +1%
PS
2499
Planned Solutions
California
$297K +$288K +2,533 New
BWM
2500
Baystate Wealth Management
Massachusetts
$295K +$4.43K +39 +2%
98 99
100
101 102