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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
901
Diamant Asset Management
Connecticut
$393K – – –
TSW
902
Thompson Siegel & Walmsley
Virginia
$393K -$85K -1,729 -19%
HR
903
Hardy Reed
Mississippi
$393K – – –
BHWA
904
Beacon Harbor Wealth Advisors
Virginia
$390K +$367K +7,472 New
LI
905
LMCG Investments
Massachusetts
$390K -$147 -3 -0%
OC
906
Oarsman Capital
Wisconsin
$388K -$43.6K -886 -11%
CS
907
Cannell & Spears
New York
$386K +$98 +2 +0%
CT
908
Caldwell Trust
Florida
$385K – – –
MIA
909
MMBG Investment Advisors
Florida
$385K – – –
TWA
910
TCI Wealth Advisors
Arizona
$384K +$105K +2,140 +41%
WCG
911
Weaver Consulting Group
California
$383K -$5.16K -105 -1%
III
912
Independent Investors Inc
New York
$383K -$96.6K -1,965 -21%
PCM
913
Pointe Capital Management
Michigan
$383K +$361K +7,337 New
PCS
914
Personal CFO Solutions
New Jersey
$382K +$51.7K +1,052 +17%
CWM
915
Connecticut Wealth Management
Connecticut
$380K +$10K +204 +3%
DA
916
Drake & Associates
Wisconsin
$380K -$3.93K -80 -1%
HL
917
HeadInvest LLC
Maine
$379K -$19.7K -400 -5%
NCM
918
Northside Capital Management
Oregon
$379K – – –
CWM
919
Congress Wealth Management
Massachusetts
$377K -$2.11K -43 -0.6%
AFG
920
AFS Financial Group
Maryland
$377K +$355K +7,220 New
NICM
921
Neo Ivy Capital Management
New York
$373K +$351K +7,146 New
LA
922
Legacy Advisors
Pennsylvania
$373K +$10.4K +212 +3%
CBA
923
Coastal Bridge Advisors
Connecticut
$372K -$69.7K -1,418 -17%
AP
924
Appleton Partners
Massachusetts
$372K -$48.8K -993 -12%
SOS
925
Silver Oak Securities
Tennessee
$372K +$155K +3,145 +79%
35 36
37
38 39