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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1576
Peak Asset Management
Colorado
$401K – – –
TSW
1577
Three Seasons Wealth
Utah
$400K -$1.61M -9,528 -82%
SRC
1578
Sage Rhino Capital
California
$400K -$1.19K -7 -0.3%
BCMO
1579
Buckingham Capital Management (Ohio)
Ohio
$400K +$1.19K +7 +0.3%
TW
1580
TritonPoint Wealth
Maryland
$400K +$55.9K +330 +18%
SP
1581
Successful Portfolios
Florida
$399K -$18.5K -109 -5%
MFA
1582
Mayflower Financial Advisors
Massachusetts
$399K +$10.5K +62 +3%
CA
1583
Cornerstone Advisory
Maryland
$398K +$11.7K +69 +3%
MSAM
1584
Moloney Securities Asset Management
Missouri
$397K -$10.3K -61 -3%
AAM
1585
Auxier Asset Management
Oregon
$397K +$2.03K +12 +0.6%
SMF
1586
Sterling Manor Financial
New York
$397K +$6.27K +37 +2%
RWP
1587
Revolve Wealth Partners
New Jersey
$396K +$52.5K +310 +17%
SWM
1588
Selective Wealth Management
Virginia
$395K – – –
CIA
1589
Compass Ion Advisors
Pennsylvania
$395K -$67.6K -399 -16%
HWMG
1590
Hurlow Wealth Management Group
Indiana
$394K – – –
GFPC
1591
Global Financial Private Client
Florida
$394K +$14.7K +87 +4%
PPW
1592
Parcion Private Wealth
Washington
$394K – – –
TCM
1593
Teza Capital Management
Illinois
$394K – – –
NAM
1594
NorthCrest Asset Manangement
Minnesota
$394K +$141K +830 +66%
TIM
1595
Tevis Investment Management
Texas
$394K -$678 -4 -0.2%
BWA
1596
BCU Wealth Advisors
Illinois
$394K +$508 +3 +0.1%
BAM
1597
Bosun Asset Management
Illinois
$394K -$36.1K -213 -9%
CHAM
1598
Clear Harbor Asset Management
Connecticut
$394K – – –
TPA
1599
Trivium Point Advisory
Connecticut
$393K +$29.3K +173 +9%
LK
1600
Lumbard & Kellner
New Hampshire
$393K – – –
62 63
64
65 66