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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2576
Bourgeon Capital Management
Connecticut
$55K +$43 +1 +0.1%
RIM
2577
Rockbridge Investment Management
New York
$54.8K -$26.1K -603 -29%
AIP
2578
Ahrens Investment Partners
Louisiana
$54K -$156K -3,600 -72%
PG
2579
Proffitt & Goodson
Tennessee
$52K – – –
HFM
2580
Harvest Fund Management
China
$49K – – –
M1FG
2581
Mach-1 Financial Group
Arkansas
$48K +$36.6K +845 +181%
CPFP
2582
Clear Perspectives Financial Planning
Ohio
$47K +$20.6K +475 +62%
JPLA
2583
Joseph P. Lucia & Associates
New York
$46K -$15.1K -349 -22%
PP
2584
PrairieView Partners
Minnesota
$46K +$21.6K +500 +68%
SC
2585
Solstein Capital
California
$45K – – –
SC
2586
Steph & Co
Wisconsin
$45K – – –
SSC
2587
Syverson Strege & Co
Iowa
$45K – – –
CH
2588
Canton Hathaway
Rhode Island
$44K – – –
AP
2589
Arlington Partners
Alabama
$42K – – –
IWP
2590
IAG Wealth Partners
Wisconsin
$42K +$649 +15 +1%
FFA
2591
Fairfield Financial Advisors
Massachusetts
$41.8K -$3.59K -83 -7%
LWA
2592
Lowe Wealth Advisors
Maryland
$41K +$43.9K +1,014 +1,352%
SJIA
2593
St. James Investment Advisors
New York
$39K -$26.6K -615 -37%
BCA
2594
Bray Capital Advisors
Florida
$38K – – –
BFPW
2595
BOK Financial Private Wealth
Colorado
$37K -$784K -18,126 -95%
HI
2596
Hoey Investments
Pennsylvania
$37K -$216K -5,000 -83%
HFA
2597
HC Financial Advisors
California
$37K +$13K +300 +44%
MS
2598
Marshall & Sullivan
Washington
$37K +$43.3K +1,000 New
LWP
2599
Lumature Wealth Partners
Georgia
$36K +$6.19K +143 +17%
GIS
2600
Grayhawk Investment Strategies
Alberta, Canada
$36K +$32.7K +755 New
102 103
104
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