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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1126
Atala Financial
California
$330K -$181K -786 -36%
AA
1127
Altrafin AG
$328K – – –
BF
1128
bLong Financial
Tennessee
$328K – – –
OF
1129
Optimize Financial
California
$327K +$320K +1,388 New
SCM
1130
Shelton Capital Management
Colorado
$324K – – –
SAM
1131
Silvercrest Asset Management
New York
$324K +$8.3K +36 +3%
AWCI
1132
Alpine Woods Capital Investors
New York
$324K – – –
CMF
1133
Counterpoint Mutual Funds
California
$323K +$315K +1,368 New
IB
1134
Intrust Bank
Kansas
$322K +$35.7K +155 +13%
GSEP
1135
Golden State Equity Partners
California
$322K +$13.6K +59 +5%
BCP
1136
Blackhawk Capital Partners
Wisconsin
$320K +$313K +1,359 New
HWA
1137
Heartwood Wealth Advisors
Virginia
$320K – – –
DCM
1138
DGS Capital Management
New Jersey
$319K +$88.1K +382 +39%
QWP
1139
Quotient Wealth Partners
Texas
$319K +$18.4K +80 +6%
WSCM
1140
Wellington Shields Capital Management
New York
$318K – – –
SW
1141
Simplicity Wealth
New Jersey
$316K -$169K -732 -35%
VWA
1142
Visionary Wealth Advisors
Illinois
$316K +$9.45K +41 +3%
FFA
1143
Fi3 Financial Advisors
Indiana
$315K +$62.9K +273 +26%
CAM
1144
Columbia Asset Management
Michigan
$313K – – –
I
1145
InceptionR
California
$313K +$306K +1,326 New
CCAM
1146
Cascades Capital Asset Management
North Carolina
$312K -$22.8K -99 -7%
ESBC
1147
E.S. Barr & Co
Kentucky
$310K -$6.22K -27 -2%
ECM
1148
Estabrook Capital Management
New York
$310K -$23.1K -100 -7%
PWPS
1149
Pinnacle Wealth Planning Services
Ohio
$310K +$59.3K +257 +24%
WMG
1150
WESCAP Management Group
California
$309K -$5.07K -22 -2%
44 45
46
47 48