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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1151
Sterling Investment Counsel
New York
$130K -$7.42K -696 -5%
CSIC
1152
Clifford Swan Investment Counsel
California
$130K -$4.64K -435 -3%
GCP
1153
GSA Capital Partners
United Kingdom
$130K -$833K -78,112 -86%
JHCP
1154
Jackson Hole Capital Partners
Oklahoma
$130K +$25.6K +2,396 +22%
LIA
1155
LBMC Investment Advisors
Tennessee
$129K +$672 +63 +0.5%
PWG
1156
Portside Wealth Group
Utah
$129K -$1.66K -156 -1%
BTWM
1157
Brass Tax Wealth Management
Ohio
$128K -$6.01K -564 -4%
LGWM
1158
Litman Gregory Wealth Management
California
$127K – – –
HC
1159
Headland Capital
South Carolina
$127K +$137K +12,874 New
FF
1160
Farrell Financial
New York
$127K +$1.81K +170 +1%
ALC
1161
Alexander Labrunerie & Co
Missouri
$127K – – –
ATFA
1162
All Terrain Financial Advisors
Minnesota
$127K -$56.5K -5,295 -29%
PWM
1163
Partners Wealth Management
California
$127K +$137K +12,821 New
TDB
1164
Thompson David Blair
$126K +$136K +12,745 New
MAG
1165
MRA Advisory Group
New Jersey
$126K +$136K +12,714 New
CIP
1166
Convergence Investment Partners
Florida
$126K -$869K -81,441 -86%
SP
1167
Sequent Planning
Nebraska
$126K -$1.43K -134 -1%
MS
1168
Maven Securities
Jersey
$125K +$135K +12,665 New
DFG
1169
Delta Financial Group
New Jersey
$125K +$134K +12,600 New
RWM
1170
Ritholtz Wealth Management
New York
$125K -$81.5K -7,645 -38%
LWM
1171
Lyell Wealth Management
California
$125K -$24.2K -2,268 -15%
MFS
1172
Miller Financial Services
Michigan
$125K +$134K +12,578 New
WIM
1173
Westside Investment Management
California
$125K +$1.9K +178 +1%
PWP
1174
Prasad Wealth Partners
Ohio
$124K +$134K +12,557 New
QFA
1175
Quantum Financial Advisors
California
$124K -$39.8K -3,734 -23%
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