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Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
2776
Bank of Marin
California
$664K -$53.4K -287 -7%
BCFD
2777
Boit C.F. David
$663K – – –
PI
2778
Parkside Investments
Illinois
$663K +$745K +4,000 New
PAS
2779
Professional Advisory Services
Florida
$663K – – –
SWA
2780
Shah Wealth Advisors
California
$661K +$742K +3,985 New
E
2781
Evansbrook
Illinois
$660K +$931 +5 +0.1%
BFA
2782
Bright Financial Advisors
Michigan
$660K +$199K +1,070 +37%
HSG
2783
Helen Stephens Group
Texas
$659K -$2.61K -14 -0.4%
OAM
2784
Oxford Asset Management
United Kingdom
$657K -$1.19M -6,379 -62%
WAM
2785
WNY Asset Management
New York
$656K +$14.1K +76 +2%
CA
2786
Crumly & Associates
Illinois
$655K +$4.28K +23 +0.6%
TAM
2787
Trillium Asset Management
Massachusetts
$654K – – –
FFL
2788
Future Fund LLC
Illinois
$654K -$177K -950 -19%
SB
2789
SIG Brokerage
New York
$654K -$1.13M -6,095 -61%
BFPW
2790
BOK Financial Private Wealth
Colorado
$654K -$14.7K -79 -2%
PMSA
2791
Patrick M. Sweeney & Associates
Illinois
$653K -$8.93K -48 -1%
LJAC
2792
L.J. Altfest & Co
New York
$652K +$72.4K +389 +11%
FFO
2793
Fiduciary Family Office
Florida
$652K -$55.5K -298 -7%
PFM
2794
Potomac Fund Management
Florida
$650K -$2.23K -12 -0.3%
BSB
2795
Bangor Savings Bank
Maine
$649K -$28.7K -154 -4%
DBIA
2796
Dumont & Blake Investment Advisors
New Jersey
$649K -$57.5K -309 -7%
ACM
2797
AUA Capital Management
Pennsylvania
$649K – – –
BWM
2798
BankPlus Wealth Management
Mississippi
$648K +$201K +1,079 +38%
WSA
2799
Warm Springs Advisors
California
$648K – – –
CI
2800
CacheTech Inc
Utah
$647K +$415K +2,227 +133%
110 111
112
113 114