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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2276
Gateway Advisory
New Jersey
$792K -$187K -1,259 -19%
ICM
2277
Islay Capital Management
Texas
$790K – – –
CAM
2278
Chesapeake Asset Management
New York
$790K +$59.7K +401 +8%
CAM
2279
CPA Asset Management
Florida
$788K – – –
CWA
2280
Consilium Wealth Advisory
Texas
$788K +$35.1K +236 +5%
LWAM
2281
Legacy Wealth Asset Management
Minnesota
$786K +$4.02K +27 +0.5%
ACH
2282
ArrowMark Colorado Holdings
Colorado
$786K +$14.9K +100 +2%
FSWA
2283
Financial Synergies Wealth Advisors
Texas
$786K -$17.7K -119 -2%
MCM
2284
Mendel Capital Management
Arkansas
$785K +$12.1K +81 +2%
LF
2285
LifeSteps Financial
California
$785K +$30.1K +202 +4%
FFC
2286
First Financial Corp
Indiana
$784K – – –
CW
2287
Channel Wealth
California
$784K -$114K -769 -13%
PCMM
2288
Piedmont Capital Management (Montana)
Montana
$784K -$43.6K -293 -5%
D
2289
Diversified
Delaware
$783K -$25.5K -171 -3%
DE
2290
Diversified Enterprises
Delaware
$783K +$792K +5,319 New
DOA
2291
D'Orazio & Associates
Virginia
$783K -$40.6K -273 -5%
ARMT
2292
Amica Retiree Medical Trust
Rhode Island
$782K +$791K +5,313 New
W
2293
Wealthquest
Ohio
$782K +$17.6K +118 +2%
HI
2294
Hoey Investments
Pennsylvania
$782K – – –
HCP
2295
Hardin Capital Partners
South Carolina
$781K -$4.17K -28 -0.5%
SIAG
2296
Safeguard Investment Advisory Group
California
$780K +$81.6K +548 +12%
SIA
2297
Sit Investment Associates
Minnesota
$779K -$2.07M -13,895 -72%
AF
2298
Aviso Financial
Ontario, Canada
$778K +$64.5K +433 +9%
CSWM
2299
Cassady Schiller Wealth Management
Ohio
$778K – – –
FFO
2300
Fortitude Family Office
Arizona
$777K +$491K +3,297 +166%
90 91
92
93 94