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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2351
Arvest Investments
Arkansas
$287K +$314K +2,975 New
GCA
2352
Gradient Capital Advisors
California
$286K – – –
AWM
2353
Activest Wealth Management
Florida
$285K -$60.5K -572 -16%
EPIME
2354
Evelyn Partners Investment Management (Europe)
$285K – – –
SWM
2355
Sterling Wealth Management
Illinois
$285K -$2.96K -28 -0.9%
CGH
2356
CMG Global Holdings
Texas
$284K +$4.97K +47 +2%
LPAM
2357
Lodestar Private Asset Management
California
$282K -$30.5K -289 -9%
CCM
2358
Chiron Capital Management
Florida
$281K +$308K +2,911 New
BP
2359
Broadleaf Partners
Ohio
$280K -$10.7K -101 -3%
SCM
2360
Spreng Capital Management
Ohio
$279K -$110K -1,040 -26%
PWM
2361
Palacios Wealth Management
Florida
$279K +$11.1K +105 +4%
DI
2362
DDFG Inc
California
$279K +$846 +8 +0.3%
MIC
2363
Meridian Investment Counsel
California
$278K +$12.5K +118 +4%
DI
2364
DAGCO Inc
Ohio
$278K -$11.1K -105 -4%
MAM
2365
McLean Asset Management
Virginia
$278K -$17K -161 -5%
PJSIMP
2366
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K -$10.9K -103 -3%
AT
2367
American Trust
Kentucky
$277K -$9.51K -90 -3%
EAM
2368
Evanson Asset Management
California
$276K +$317 +3 +0.1%
SWM
2369
Stockman Wealth Management
Montana
$276K +$9.51K +90 +3%
API
2370
Asset Planning Inc
California
$276K -$25.8K -244 -8%
FM
2371
Foster & Motley
Ohio
$276K -$39.8K -377 -12%
WC
2372
Weil Company
California
$276K -$55.5K -525 -15%
ES
2373
Eagle Strategies
New York
$276K +$12.9K +122 +4%
ESC
2374
Eurizon SLJ Capital
$276K -$194K -1,834 -39%
MIM
2375
MTM Investment Management
South Carolina
$276K +$106 +1 +0%
93 94
95
96 97