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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
2451
Golden State Equity Partners
California
$617K +$280K +807 +64%
EFM
2452
E Fund Management
China
$616K -$95K -274 -12%
AA
2453
Apriem Advisors
California
$615K -$2.43K -7 -0.3%
MPW
2454
Monterey Private Wealth
California
$615K +$347 +1 +0.1%
FA
2455
Financial Advisors
Massachusetts
$615K +$5.55K +16 +0.8%
FSC
2456
Full Sail Capital
Oklahoma
$615K +$14.6K +42 +2%
XS
2457
XR Securities
Illinois
$614K +$711K +2,051 New
NF
2458
NTB Financial
Colorado
$613K +$347 +1 +0%
DWM
2459
Defined Wealth Management
Oregon
$612K – – –
ESBC
2460
E.S. Barr & Co
Kentucky
$612K +$40.2K +116 +6%
TI
2461
Truepoint Inc
Ohio
$610K +$52K +150 +8%
TP
2462
Tranquility Partners
Tennessee
$609K -$575K -1,658 -45%
WOSD
2463
WFA of San Diego
California
$609K -$5.9K -17 -0.8%
BP
2464
Broadleaf Partners
Ohio
$609K – – –
GLLW
2465
Graves Light Lenhart Wealth
Virginia
$608K -$30.2K -87 -4%
SL
2466
Stevard LLC
Illinois
$608K – – –
AFPL
2467
Advus Financial Partners, LLC
Florida
$606K +$703K +2,026 New
CAM
2468
Claret Asset Management
Quebec, Canada
$606K +$5.2K +15 +0.7%
CCA
2469
Clearwater Capital Advisors
Illinois
$606K +$42.7K +123 +6%
SFG
2470
SevenBridge Financial Group
Pennsylvania
$601K -$85.3K -246 -11%
ICP
2471
Interchange Capital Partners
Pennsylvania
$601K +$113K +326 +19%
SIA
2472
SkyView Investment Advisors
New Jersey
$599K -$38.9K -112 -5%
WAL
2473
W Advisors LLC
Tennessee
$598K +$20.8K +60 +3%
CAM
2474
Concorde Asset Management
Michigan
$596K -$12.5K -36 -2%
PWS
2475
Paragon Wealth Strategies
Florida
$596K +$6.94K +20 +1%
97 98
99
100 101