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EBAY

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
801
COWA LLC
Oklahoma
$242K – – –
IWM
802
IHT Wealth Management
Illinois
$241K -$75K -1,047 -23%
BL
803
Balentine LLC
Georgia
$241K -$23.1K -322 -9%
BOS
804
Bank of Stockton
California
$241K -$502 -7 -0.2%
HCM
805
Howard Capital Management
Georgia
$240K -$608K -8,483 -72%
SAG
806
Spotlight Asset Group
Illinois
$240K -$37.2K -519 -13%
BHBT
807
Burke & Herbert Bank & Trust
Virginia
$240K – – –
LWCFA
808
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$58.4K +815 +31%
CWS
810
Cypress Wealth Services
California
$239K -$21.4K -298 -8%
PMG
811
ProVise Management Group
Florida
$239K +$246K +3,427 New
ECM
812
Evergreen Capital Management
Washington
$237K +$7.38K +103 +3%
MCCP
813
Mission Creek Capital Partners
California
$235K – – –
HPWM
814
Highland Private Wealth Management
Washington
$234K +$3.73K +52 +2%
PWA
815
Phoenix Wealth Advisors
North Carolina
$232K +$1.15K +16 +0.5%
BC
816
Burney Company
Virginia
$229K -$1.79K -25 -0.8%
EDRIA
817
Edmonds Duncan Registered Investment Advisors
Kansas
$228K – – –
MIM
818
Meridiem Investment Management
United Kingdom
$228K – – –
MWM
819
Meridian Wealth Management
Kentucky
$228K +$235K +3,279 New
CBN
820
Cadence Bank NA
Texas
$227K +$11.3K +158 +5%
MMA
821
Miracle Mile Advisors
California
$226K +$233K +3,245 New
EWM
822
Empirical Wealth Management
Washington
$225K -$3.15K -44 -1%
HI
823
Harbour Investments
Wisconsin
$223K -$788 -11 -0.3%
FWIA
824
Fort Washington Investment Advisors
Ohio
$223K – – –
WFI
825
West Family Investments
California
$223K +$5.95K +83 +3%
31 32
33
34 35