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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2051
Clearline Capital
New York
$1.48M +$1.58M +4,308 New
BPFA
2052
Barnes Pettey Financial Advisors
Mississippi
$1.48M +$3.66K +10 +0.2%
SS
2053
SBI Securities
Japan
$1.48M +$108K +296 +7%
LWM
2054
Lodestone Wealth Management
Washington
$1.48M -$8.42K -23 -0.5%
GC
2055
Gilbert & Cook
Iowa
$1.47M +$23.1K +63 +1%
MW
2056
Members Wealth
Pennsylvania
$1.47M -$10.3K -28 -0.7%
NDSI
2057
Newman Dignan & Sheerar Inc
Rhode Island
$1.47M -$191K -521 -11%
DWM
2058
Destination Wealth Management
California
$1.47M -$53.1K -145 -3%
LCM
2059
LCM Capital Management
Illinois
$1.47M -$6.59K -18 -0.4%
CFO
2060
CVA Family Office
Colorado
$1.47M -$130K -354 -8%
TC
2061
Trilogy Capital
California
$1.46M +$199K +544 +15%
FFA
2062
Florida Financial Advisors
Florida
$1.46M -$43.6K -119 -3%
PWS
2063
Peloton Wealth Strategists
Indiana
$1.46M -$165K -450 -10%
RPCONE
2064
Retirement Planning Company of New England
Rhode Island
$1.46M +$18.3K +50 +1%
FM
2065
Foster & Motley
Ohio
$1.46M -$192K -523 -11%
SCA
2066
Sulzberger Capital Advisors
Florida
$1.45M -$53.8K -147 -3%
AWA
2067
Acorn Wealth Advisors
Michigan
$1.45M -$142K -387 -8%
CAC
2068
Core Alternative Capital
Georgia
$1.45M +$327K +894 +27%
GFPC
2069
Global Financial Private Client
Florida
$1.45M -$203K -555 -12%
JDLA
2070
J. Derek Lewis & Associates
California
$1.45M +$1.54M +4,208 New
SGK
2071
Steigerwald Gordon & Koch
Virginia
$1.45M -$38.1K -104 -2%
SAM
2072
Sawgrass Asset Management
Florida
$1.45M -$14.3K -39 -0.9%
OIM
2073
Opus Investment Management
Massachusetts
$1.45M – – –
TRIA
2074
Trail Ridge Investment Advisors
Colorado
$1.44M +$31.5K +86 +2%
KSB
2075
Kennebec Savings Bank
Maine
$1.44M +$54.9K +150 +4%
81 82
83
84 85