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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
Bison Wealth
Georgia
$250K -$173K -2,757 -44%
SXL
802
Summit X LLC
Missouri
$250K -$8.84K -141 -4%
KCM
803
Karp Capital Management
California
$250K -$3.14K -50 -1%
BOH
804
Bank of Hawaii
Hawaii
$250K – – –
APG
805
Abacus Planning Group
South Carolina
$249K – – –
CFA
806
Carroll Financial Associates
North Carolina
$249K +$166K +2,645 +290%
CM
807
Capula Management
Cayman Islands
$247K -$1.76M -28,127 -89%
HCM
808
Howland Capital Management
Massachusetts
$246K – – –
RAM
809
Roanoke Asset Management
New Jersey
$246K – – –
OIA
810
OneDigital Investment Advisors
Kansas
$246K +$220K +3,503 New
GBT
811
Grove Bank & Trust
Florida
$245K -$815 -13 -0.4%
BOS
812
Bank of Stockton
California
$243K – – –
CL
813
COWA LLC
Oklahoma
$242K +$6.27K +100 +3%
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K +$216K +3,441 New
RCAG
815
Rehmann Capital Advisory Group
Michigan
$241K +$213K +3,391 New
AI
816
Accredited Investors
Minnesota
$241K – – –
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$241K +$5.52K +88 +3%
HSA
818
HBK Sorce Advisory
Pennsylvania
$240K -$941 -15 -0.4%
BSW
819
Buckingham Strategic Wealth
Missouri
$238K -$2.76K -44 -1%
MCCP
820
Mission Creek Capital Partners
California
$237K – – –
ACM
821
Adalta Capital Management
New York
$235K -$93.1K -1,485 -31%
BCA
822
Berman Capital Advisors
Georgia
$235K +$38.4K +612 +22%
RFG
823
Range Financial Group
Oregon
$234K +$209K +3,327 New
IFG
824
Independent Financial Group
California
$234K +$209K +3,329 New
BC
825
Burney Company
Virginia
$233K -$828K -13,204 -80%
31 32
33
34 35