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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
2201
Golden State Equity Partners
California
$241K +$232K +2,864 New
PGA
2202
Portland Global Advisors
Maine
$240K -$23K -284 -9%
LA
2203
Latitude Advisors
Florida
$240K +$230K +2,838 New
JGIA
2204
Jackson Grant Investment Advisers
Connecticut
$239K +$2.83K +35 +1%
PWAC
2205
Private Wealth Advisors (California)
California
$239K +$208K +2,567 New
LA
2206
Legacy Advisors
Pennsylvania
$238K -$253K -3,128 -53%
PFA
2207
Pathway Financial Advisors
Vermont
$238K -$148K -1,833 -44%
KWA
2208
KCS Wealth Advisory
California
$238K +$228K +2,815 New
WDG
2209
Wealth Dimensions Group
Ohio
$238K +$228K +2,822 New
CWM
2210
Centric Wealth Management
Illinois
$237K -$21.5K -265 -9%
IGGA
2211
Iron Gate Global Advisors
Utah
$237K -$12.1K -150 -5%
PHK
2212
Point72 Hong Kong
Hong Kong
$237K +$228K +2,810 New
UFA
2213
US Financial Advisors
Massachusetts
$235K +$225K +2,781 New
AC
2214
Apella Capital
Connecticut
$234K -$35.6K -440 -14%
SFSIG
2215
San Francisco Sentry Investment Group
California
$234K +$16.8K +208 +8%
FSC
2216
Full Sail Capital
Oklahoma
$234K +$211K +2,610 New
TLCM
2217
Twin Lakes Capital Management
California
$233K +$224K +2,763 New
HAS
2218
HBW Advisory Services
California
$232K -$30K -371 -12%
LWM
2219
Loveless Wealth Management
Montana
$232K -$27.1K -335 -11%
SEP
2220
Southland Equity Partners
Missouri
$232K +$222K +2,747 New
EDRIA
2221
Edmonds Duncan Registered Investment Advisors
Kansas
$231K +$197K +2,428 New
GEA
2222
Glen Eagle Advisors
New Jersey
$230K -$19.9K -246 -8%
DS
2223
DRW Securities
Illinois
$230K +$220K +2,721 New
WMG
2224
WESCAP Management Group
California
$229K -$37.4K -462 -15%
TIM
2225
Tortoise Investment Management
New York
$229K – – –
87 88
89
90 91