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Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
2201
J. Derek Lewis & Associates
California
$560K +$27.6K +88 +6%
WIM
2202
Westside Investment Management
California
$560K -$9.39K -30 -2%
BWFA
2203
Baltimore-Washington Financial Advisors
Maryland
$559K +$10.3K +33 +2%
EBA
2204
Eagle Bay Advisors
New York
$558K +$31.6K +101 +7%
HFF
2205
Halter Ferguson Financial
Indiana
$558K – – –
SPWM
2206
Spartan Planning & Wealth Management
North Carolina
$557K +$53.5K +171 +13%
CWMA
2207
Capstone Wealth Management (Alabama)
Alabama
$556K +$466K +1,489 New
RA
2208
Riverstone Advisors
Texas
$556K +$124K +397 +36%
DSAM
2209
Dock Street Asset Management
Florida
$555K – – –
SFC
2210
Swisher Financial Concepts
Ohio
$554K -$429K -1,369 -48%
EB
2211
Emprise Bank
Kansas
$554K – – –
PMSA
2212
Patrick M. Sweeney & Associates
Illinois
$554K +$10K +32 +2%
MSA
2213
Marino Stram & Associates
Massachusetts
$553K -$18.8K -60 -4%
PFS
2214
Physicians Financial Services
North Carolina
$552K – – –
WG
2215
Wealth Group
North Carolina
$552K +$462K +1,476 New
ACM
2216
Arcataur Capital Management
Wisconsin
$550K – – –
FMI
2217
F/M Investments
District of Columbia
$550K +$4.07K +13 +0.9%
SCA
2218
Sandy Cove Advisors
Massachusetts
$550K +$19.4K +62 +4%
BEW
2219
Burton Enright Welch
California
$550K +$27.9K +89 +6%
CCWP
2220
Cedar Cove Wealth Partners
Minnesota
$550K -$18.5K -59 -4%
SGI
2221
Swan Global Investments
Colorado
$549K -$7.2K -23 -2%
PRTG
2222
Post Resch Tallon Group
New York
$549K -$3.76K -12 -0.8%
RC
2223
Rexford Capital
Texas
$548K +$3.13K +10 +0.7%
BFO
2224
Biltmore Family Office
North Carolina
$547K -$8.77K -28 -2%
TPWA
2225
TRUE Private Wealth Advisors
Oregon
$547K +$12.2K +39 +3%
87 88
89
90 91