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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1926
TriaGen Wealth Management
California
$321K -$21.6K -621 -6%
BWL
1927
Bogart Wealth LLC
Virginia
$321K -$20.9K -601 -6%
PA
1928
PSI Advisors
Florida
$320K -$8.32K -239 -3%
LCM
1929
Logan Capital Management
Pennsylvania
$320K – – –
WBCM
1930
Wilson & Boucher Capital Management
California
$320K +$105 +3 +0%
JA
1931
JLB & Associates
Michigan
$320K -$180K -5,156 -36%
RIA
1932
Richwood Investment Advisors
Ohio
$320K -$766 -22 -0.2%
MWM
1933
Merriman Wealth Management
Washington
$318K +$8.92K +256 +3%
MIA
1934
MainStreet Investment Advisors
Illinois
$317K -$72.6K -2,085 -19%
HIP
1935
HUB Investment Partners
Texas
$316K +$310K +8,900 New
CG
1936
Clarus Group
Texas
$316K -$10.3K -297 -3%
CFS
1937
CRA Financial Services
New Jersey
$316K +$4.08K +117 +1%
HCP
1938
Hexagon Capital Partners
Arkansas
$316K +$314 +9 +0.1%
AFC
1939
AFT Forsyth & Company
Florida
$315K -$41.1K -1,180 -12%
AA
1940
Aire Advisors
California
$315K +$17.1K +490 +6%
KFC
1941
Klingenstein Fields & Co
New York
$314K -$13.7K -394 -4%
AWP
1942
Ascent Wealth Partners
New York
$313K +$307K +8,805 New
FFL
1943
Financial Freedom LLC
Ohio
$313K -$4.46K -128 -1%
BONH
1944
Bank of New Hampshire
New Hampshire
$312K – – –
IAG
1945
Investment Advisory Group
Massachusetts
$312K +$9.3K +267 +3%
HFS
1946
Howard Financial Services
Texas
$311K +$2.51K +72 +0.8%
GD
1947
Grandfield & Dodd
New York
$310K -$4.88K -140 -2%
SFG
1948
SNS Financial Group
Minnesota
$310K +$4.25K +122 +1%
BWA
1949
Blodgett Wealth Advisors
California
$309K -$3.48K -100 -1%
LSA
1950
Lion Street Advisors
Texas
$309K -$212K -6,075 -41%
76 77
78
79 80