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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2301
Morton Capital Management
California
$379K +$376K +7,352 New
OFG
2302
OmniStar Financial Group
North Carolina
$378K -$215K -4,215 -36%
CWM
2303
Chronos Wealth Management
Florida
$377K -$251K -4,900 -40%
VFA
2304
Voya Financial Advisors
Connecticut
$377K +$3.73K +73 +1%
WAG
2305
Winthrop Advisory Group
Massachusetts
$376K -$2.45K -48 -0.7%
SIC
2306
Sterling Investment Counsel
New York
$376K +$373K +7,302 New
OFS
2307
OneAscent Financial Services
Alabama
$375K +$372K +7,282 New
FAT
2308
First American Trust
California
$373K +$42.9K +840 +13%
EWA
2309
EverSource Wealth Advisors
Alabama
$373K +$370K +7,237 New
LCM
2310
Landscape Capital Management
New Jersey
$373K +$370K +7,239 New
TP
2311
Tranquility Partners
Tennessee
$372K -$48.6K -951 -12%
MAA
2312
Mraz Amerine & Associates
California
$372K – – –
HCP
2313
Hexagon Capital Partners
Arkansas
$372K +$50.3K +983 +16%
PCMC
2314
Private Capital Management (Colorado)
Colorado
$371K -$10.3K -202 -3%
CAC
2315
Certified Advisory Corp
Florida
$371K +$16.7K +326 +5%
GPWA
2316
Great Point Wealth Advisors
Massachusetts
$371K +$369K +7,210 New
SRIM
2317
Saratoga Research & Investment Management
California
$370K -$14.2K -278 -4%
OFG
2318
Oxford Financial Group
Indiana
$370K +$3.27K +64 +0.9%
PIA
2319
Pinion Investment Advisors
Kansas
$370K +$12.6K +246 +4%
ZB
2320
Zions Bancorporation
Utah
$369K -$3.27K -64 -0.9%
S
2321
swisspartners
Liechtenstein
$369K – – –
CWM
2322
Calamos Wealth Management
Illinois
$367K -$63.1K -1,235 -15%
KP
2323
Keel Point
Alabama
$367K -$3.78K -74 -1%
MA
2324
MJP Associates
Connecticut
$367K +$26.1K +510 +8%
KFP
2325
KB Financial Partners
New Jersey
$366K -$42K -821 -10%
91 92
93
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