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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2126
TRUE Private Wealth Advisors
Oregon
$506K +$11.4K +119 +2%
TIA
2127
Tiemann Investment Advisors
California
$505K +$87.5K +915 +19%
FP
2128
Financial Perspectives
Minnesota
$505K – – –
PFG
2129
PAX Financial Group
Texas
$505K -$31.4K -328 -5%
WIC
2130
Wilkins Investment Counsel
Massachusetts
$504K – – –
PIM
2131
Profit Investment Management
Maryland
$503K – – –
TCM
2132
Tran Capital Management
California
$503K -$21.6M -226,215 -98%
PVM
2133
Palogic Value Management
Texas
$502K +$552K +5,775 New
AWM
2134
Avaii Wealth Management
Wisconsin
$501K +$27.3K +285 +5%
GFPC
2135
Global Financial Private Client
Florida
$501K -$464K -4,848 -46%
LA
2136
Lifeworks Advisors
Michigan
$500K -$129K -1,350 -19%
BSSFA
2137
Baron Silver Stevens Financial Advisors
Florida
$500K +$551K +5,756 New
GSIS
2138
Global Strategic Investment Solutions
Arizona
$498K +$59K +617 +12%
IIM
2139
InTrack Investment Management
Vermont
$497K -$159K -1,660 -22%
AA
2140
Addison Advisors
Vermont
$496K -$41.1K -430 -7%
BA
2141
Bluesphere Advisors
Pennsylvania
$494K -$217K -2,273 -29%
FZCM
2142
Flynn Zito Capital Management
New York
$494K -$23.6K -247 -4%
SLF
2143
Sun Life Financial
Ontario, Canada
$492K -$27.2K -284 -5%
VCM
2144
Vivaldi Capital Management
Illinois
$492K -$236K -2,471 -32%
IP
2145
Ignite Planners
California
$491K +$429K +4,483 New
SGC
2146
Slocum, Gordon & Co
Rhode Island
$490K +$539K +5,637 New
CWM
2147
Centurion Wealth Management
Virginia
$489K +$538K +5,630 New
SB
2148
Sunflower Bank
Texas
$489K -$72.2K -755 -12%
AWA
2149
Acorn Wealth Advisors
Michigan
$489K -$2.3K -24 -0.4%
FCMT
2150
Founders Capital Management (Texas)
Texas
$488K -$1.44K -15 -0.3%
84 85
86
87 88