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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
801
Abacus Planning Group
South Carolina
$249K – – –
CFA
802
Carroll Financial Associates
North Carolina
$249K +$166K +2,645 +290%
CM
803
Capula Management
Cayman Islands
$247K -$1.76M -28,127 -89%
HCM
804
Howland Capital Management
Massachusetts
$246K – – –
RAM
805
Roanoke Asset Management
New Jersey
$246K – – –
OIA
806
OneDigital Investment Advisors
Kansas
$246K +$220K +3,503 New
GBT
807
Grove Bank & Trust
Florida
$245K -$815 -13 -0.4%
BOS
808
Bank of Stockton
California
$243K – – –
CL
809
COWA LLC
Oklahoma
$242K +$6.27K +100 +3%
LWCFA
810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K +$216K +3,441 New
RCAG
811
Rehmann Capital Advisory Group
Michigan
$241K +$213K +3,391 New
AI
812
Accredited Investors
Minnesota
$241K – – –
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$241K +$5.52K +88 +3%
HSA
814
HBK Sorce Advisory
Pennsylvania
$240K -$941 -15 -0.4%
BSW
815
Buckingham Strategic Wealth
Missouri
$238K -$2.76K -44 -1%
MCCP
816
Mission Creek Capital Partners
California
$237K – – –
ACM
817
Adalta Capital Management
New York
$235K -$93.1K -1,485 -31%
BCA
818
Berman Capital Advisors
Georgia
$235K +$38.4K +612 +22%
RFG
819
Range Financial Group
Oregon
$234K +$209K +3,327 New
IFG
820
Independent Financial Group
California
$234K +$209K +3,329 New
BC
821
Burney Company
Virginia
$233K -$828K -13,204 -80%
6M
822
6 Meridian
Kansas
$233K -$6.58K -105 -3%
MOS
823
MGO One Seven
Ohio
$233K +$208K +3,319 New
ECM
824
Evergreen Capital Management
Washington
$232K -$1.07K -17 -0.5%
KOC
825
Koss-Olinger Consulting
Florida
$232K +$63 +1 +0%
31 32
33
34 35