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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
901
Elm Advisors
California
$243K – – –
HFM
902
Hartford Financial Management
Connecticut
$243K – – –
AWM
903
Altium Wealth Management
New York
$240K +$40.4K +287 +17%
CCA
904
Checchi Capital Advisers
California
$238K -$129K -914 -32%
SAM
905
Silvercrest Asset Management
New York
$238K +$25.3K +180 +10%
WB
906
Webster Bank
Connecticut
$237K – – –
CS
907
Comerica Securities
Michigan
$235K -$818K -5,809 -75%
FCA
908
FLC Capital Advisors
California
$235K -$36.6K -260 -11%
CP
909
Camelot Portfolios
Ohio
$235K +$273K +1,940 New
CIA
910
Capital Investment Advisors
Georgia
$233K +$12.2K +87 +5%
LSAG
911
Lake Street Advisors Group
New Hampshire
$233K +$271K +1,922 New
PPW
912
Pasadena Private Wealth
California
$232K – – –
AWM
913
Aberdeen Wealth Management
Illinois
$231K -$2.81K -20 -1%
HA
914
Hamel Associates
New Jersey
$229K -$78.8K -560 -23%
AWMF
915
Arbor Wealth Management (Florida)
Florida
$229K -$1.69K -12 -0.6%
TCA
916
Transcend Capital Advisors
New Jersey
$229K -$563 -4 -0.2%
APP
917
Avantax Planning Partners
Iowa
$228K -$259K -1,837 -49%
HAG
918
HighPoint Advisor Group
Illinois
$228K -$136K -968 -34%
HKAM
919
Horizon Kinetics Asset Management
New York
$227K -$142K -1,006 -35%
JWM
920
JGP Wealth Management
Oregon
$227K – – –
AAP
921
Arax Advisory Partners
Colorado
$227K +$90.5K +643 +52%
P
922
&Partners
Tennessee
$226K – – –
CA
923
Cambridge Advisors
Nebraska
$225K -$4.64K -33 -2%
GAM
924
Garrison Asset Management
Arkansas
$225K – – –
MJRIC
925
Mogy Joel R Investment Counsel
California
$224K – – –
35 36
37
38 39