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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1751
GHP Investment Advisors
Colorado
$647K -$585K -14,402 -53%
UCB
1752
United Community Bank
South Carolina
$645K +$3.25K +80 +0.6%
IWM
1753
Iams Wealth Management
Nebraska
$645K +$521K +12,829 New
SAM
1754
S.A. Mason
Michigan
$644K -$569 -14 -0.1%
FFG
1755
Fortem Financial Group
California
$642K +$519K +12,782 New
PWMG
1756
Provence Wealth Management Group
California
$642K +$82.5K +2,032 +19%
SAM
1757
Seelaus Asset Management
New Jersey
$641K -$1.22K -30 -0.2%
GLLW
1758
Graves Light Lenhart Wealth
Virginia
$640K -$28.4K -700 -5%
PAM
1759
Peak Asset Management
Colorado
$638K – – –
FFG
1760
Frisch Financial Group
New York
$636K -$24.7K -607 -5%
FFP
1761
FourThought Financial Partners
Florida
$635K -$28.3K -696 -5%
BCG
1762
Breakwater Capital Group
New Jersey
$634K -$4.06K -100 -0.8%
GGI
1763
Godsey & Gibb Inc
Virginia
$634K +$93.4K +2,300 +22%
WWC
1764
Waypoint Wealth Counsel
Georgia
$634K +$6.54K +161 +1%
LWM
1765
Liberty Wealth Management
California
$632K +$67.7K +1,666 +15%
NAMP
1766
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$631K – – –
ACA
1767
Anchor Capital Advisors
Massachusetts
$630K -$30.2K -743 -6%
RCM
1768
RB Capital Management
Nevada
$627K -$7.64K -188 -1%
RC
1769
Roundview Capital
New Jersey
$626K +$506K +12,465 New
TCMP
1770
Thrive Capital Management (Pennsylvania)
Pennsylvania
$626K -$4.31K -106 -0.8%
GAM
1771
Griffin Asset Management
New York
$625K -$93.4K -2,300 -16%
IWM
1772
Integris Wealth Management
California
$625K -$22.3K -550 -4%
FF
1773
Fluent Financial
Texas
$622K -$96.1K -2,366 -16%
KCM
1774
Kathmere Capital Management
Pennsylvania
$622K +$5.28K +130 +1%
PSC
1775
Prentiss Smith & Co
Vermont
$622K – – –
69 70
71
72 73