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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1551
Buckhead Capital Management
Georgia
$417K +$48.1K +416 +14%
DAM
1552
Doheny Asset Management
California
$416K – – –
PWM
1553
Provident Wealth Management
Tennessee
$416K – – –
ML
1554
McAdam LLC
Pennsylvania
$416K +$61.5K +532 +19%
ZAM
1555
Zevin Asset Management
Massachusetts
$415K – – –
FFG
1556
Fortem Financial Group
California
$414K -$55.6K -481 -12%
CHA
1557
Carmichael Hill & Associates
Maryland
$414K +$231 +2 +0.1%
PA
1558
PFG Advisors
Arizona
$414K +$28.3K +245 +8%
HIM
1559
Hotaling Investment Management
Pennsylvania
$413K -$11K -95 -3%
TIA
1560
Traphagen Investment Advisors
New Jersey
$411K -$14.7K -127 -4%
SEIA
1561
Signature Estate & Investment Advisors
California
$410K +$27.9K +241 +8%
CCMG
1562
Clark Capital Management Group
Pennsylvania
$409K -$12K -104 -3%
PWM
1563
Perigon Wealth Management
California
$408K +$21.1K +183 +6%
AIM
1564
Avity Investment Management
Connecticut
$408K +$43.7K +378 +13%
AWA
1565
Arkadios Wealth Advisors
Georgia
$408K +$112K +968 +40%
CFMC
1566
Curbstone Financial Management Corp
New Hampshire
$408K +$392K +3,393 New
DAM
1567
Diamant Asset Management
Connecticut
$407K – – –
FDCC
1568
Foster Dykema Cabot & Co
Massachusetts
$406K -$580K -5,022 -60%
TWM
1569
TriaGen Wealth Management
California
$406K +$390K +3,372 New
APW
1570
Aurora Private Wealth
New Jersey
$405K +$46.7K +404 +14%
MF
1571
Manchester Financial
California
$404K +$64.1K +555 +20%
PJSIMP
1572
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K +$410K +3,546 New
AWCI
1573
Alpine Woods Capital Investors
New York
$403K – – –
DAS
1574
Dynamic Advisor Solutions
Arizona
$403K +$1.97K +17 +0.5%
PCM
1575
Pinz Capital Management
New York
$403K +$387K +3,347 New
61 62
63
64 65