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Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
2826
Live Oak Investment Partners
Texas
$596K – – –
WCM
2827
WealthBridge Capital Management
Ohio
$595K +$183K +503 +52%
RWS
2828
Resolute Wealth Strategies
Mississippi
$595K +$6.2K +17 +1%
TW
2829
Traveka Wealth
California
$594K +$27.4K +75 +5%
TCM
2830
Tufton Capital Management
Maryland
$593K +$8.39K +23 +2%
AT
2831
Avalon Trust
New Mexico
$591K – – –
CAM
2832
Claret Asset Management
Quebec, Canada
$590K -$1.46K -4 -0.3%
FFA
2833
Fi3 Financial Advisors
Indiana
$590K +$12.4K +34 +2%
JA
2834
JVL Associates
Michigan
$589K +$16K +44 +3%
BL
2835
Balentine LLC
Georgia
$588K +$365 +1 +0.1%
HFS
2836
Heritage Financial Services
Massachusetts
$588K -$31.7K -87 -6%
AL
2837
ADE LLC
Maryland
$588K -$43.8K -120 -8%
IAP
2838
Indie Asset Partners
Indiana
$588K +$214K +588 +68%
WBCM
2839
Wilson & Boucher Capital Management
California
$588K -$1.82K -5 -0.3%
AA
2840
AJ Advisors
Tennessee
$587K +$5.47K +15 +1%
CCA
2841
Cora Capital Advisors
New Jersey
$586K -$5.11K -14 -1%
MGWM
2842
Marks Group Wealth Management
Minnesota
$586K -$11.3K -31 -2%
TA
2843
TFB Advisors
Kansas
$586K +$20.4K +56 +4%
IF
2844
Insight Folios
North Carolina
$582K -$1.46K -4 -0.3%
FWM
2845
Finer Wealth Management
Massachusetts
$581K -$29.2K -80 -5%
WH
2846
Willner & Heller
California
$580K +$17.5K +48 +3%
BWM
2847
BlackDiamond Wealth Management
New York
$578K +$37.6K +103 +8%
BWA
2848
Bordeaux Wealth Advisors
California
$578K +$176K +483 +51%
CI
2849
Chartist Inc
California
$577K -$2.55K -7 -0.5%
BA
2850
Brightwater Advisory
Florida
$574K -$18.2K -50 -3%
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114
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