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Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1401
WESCAP Management Group
California
$342K -$18.4K -53 -5%
CFS
1402
CRA Financial Services
New Jersey
$341K -$7.29K -21 -2%
SSCA
1403
South Shore Capital Advisors
Massachusetts
$341K – – –
TVPW
1404
Third View Private Wealth
Connecticut
$340K +$58.3K +168 +21%
SP
1405
Saranac Partners
$340K +$19.8K +57 +7%
IAMOG
1406
Investors Asset Management of Georgia
Georgia
$340K +$34.7K +100 +12%
SAM
1407
Sagewood Asset Management
New York
$340K +$86.8K +250 +36%
PAG
1408
Poinciana Advisors Group
Florida
$339K – – –
CL
1409
CLG LLC
California
$339K +$12.1K +35 +4%
CL
1410
CSS LLC
Illinois
$338K -$802K -2,310 -71%
SIAP
1411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$338K +$26K +75 +9%
SWA
1412
Sax Wealth Advisors
New Jersey
$338K – – –
ICP
1413
Impact Capital Partners
Colorado
$338K -$6.59K -19 -2%
FWP
1414
Family Wealth Partners
North Carolina
$338K +$56.2K +162 +21%
SF
1415
Symphony Financial
Texas
$337K +$49.3K +142 +18%
JF
1416
JMN Financial
Ohio
$336K +$72.5K +209 +29%
IIC
1417
Integrated Investment Consultants
Michigan
$336K -$694 -2 -0.2%
AF
1418
Atala Financial
California
$333K +$6.25K +18 +2%
NB
1419
NBT Bank
New York
$332K -$126K -363 -28%
AF
1420
Aldebaran Financial
$331K -$26K -75 -7%
GPA
1421
Garrison Point Advisors
California
$331K -$10.4K -30 -3%
LWM
1422
LJI Wealth Management
Indiana
$331K – – –
CIC
1423
Carnegie Investment Counsel
Ohio
$329K +$62.5K +180 +24%
QPWM
1424
Quadrant Private Wealth Management
Pennsylvania
$329K +$5.21K +15 +2%
TF
1425
Tompkins Financial
New York
$327K – – –
55 56
57
58 59