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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1301
Tiedemann Advisors
New York
$268K +$20.6K +80 +9%
1WA
1302
180 Wealth Advisors
Washington
$268K +$223K +866 New
CAL
1303
Capital Analysts LLC
Pennsylvania
$264K +$240K +931 New
JFA
1304
Johanson Financial Advisors
California
$263K +$235K +913 New
EFS
1305
Essex Financial Services
Connecticut
$261K -$16.2K -63 -6%
BAM
1306
Bellevue Asset Management
Washington
$261K – – –
HCM
1307
Hollencrest Capital Management
California
$261K – – –
NB
1308
Northwest Bancshares
Pennsylvania
$261K – – –
BG
1309
Bahl & Gaynor
Ohio
$260K – – –
CBA
1310
Coastal Bridge Advisors
Connecticut
$260K – – –
EWM
1311
EPG Wealth Management
Georgia
$260K – – –
OWP
1312
Obermeyer Wealth Partners
Colorado
$260K – – –
PI
1313
PFS Investments
Georgia
$259K +$235K +913 New
FCIM
1314
Fairview Capital Investment Management
California
$258K -$45.1K -175 -16%
CAAS
1315
Capital Asset Advisory Services
Michigan
$258K -$5.92K -23 -2%
TAM
1316
Trillium Asset Management
Massachusetts
$258K +$16K +62 +7%
PCA
1317
Providence Capital Advisors
North Carolina
$257K – – –
VCM
1318
Vivaldi Capital Management
Illinois
$256K -$59.2K -230 -22%
RIG
1319
RiverFront Investment Group
Virginia
$256K +$232K +901 New
SIP
1320
Stoneridge Investment Partners
Pennsylvania
$255K -$152K -589 -40%
COCM
1321
Charter Oak Capital Management
New Hampshire
$255K +$2.58K +10 +1%
MKA
1322
M. Kulyk & Associates
Georgia
$254K +$230K +894 New
SCM
1323
Sitrin Capital Management
California
$253K – – –
ICM
1324
IMS Capital Management
Oregon
$252K -$20.6K -80 -8%
CMBA
1325
C.M. Bidwell & Associates
Hawaii
$251K -$44.3K -172 -16%
51 52
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54 55