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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
651
First Horizon Advisors
Tennessee
$315K -$343K -2,209 -54%
CP
652
Covenant Partners
Tennessee
$312K -$75.4K -486 -21%
PSC
653
Portman Square Capital
United Kingdom
$311K -$96.2K -620 -25%
LCM
654
Landscape Capital Management
New Jersey
$308K +$285K +1,838 New
AP
655
Americana Partners
Texas
$306K – – –
PI
656
PFS Investments
Georgia
$305K -$28.9K -186 -9%
RIA
657
Realta Investment Advisors
Delaware
$305K +$282K +1,819 New
AIM
658
Athena Investment Management
California
$303K – – –
VI
659
Versor Investments
New York
$303K -$323K -2,082 -53%
CFFP
660
Center for Financial Planning
Michigan
$303K – – –
BPA
661
Beacon Pointe Advisors
California
$302K -$91.1K -587 -25%
AWAU
662
Alliance Wealth Advisors (Utah)
Utah
$301K -$73.1K -471 -21%
SC
663
Steph & Co
Wisconsin
$300K +$7.45K +48 +3%
CI
664
CX Institutional
Indiana
$295K +$71.1K +458 +35%
BJL
665
Brighton Jones LLC
Washington
$294K +$6.05K +39 +2%
EFM
666
E Fund Management
China
$293K -$27.8K -179 -9%
DWT
667
Dorsey & Whitney Trust
South Dakota
$284K +$14.4K +93 +6%
S
668
SimplyRich
California
$284K – – –
MGIA
669
Moneta Group Investment Advisors
Missouri
$282K -$17.5K -113 -6%
GPA
670
Garrison Point Advisors
California
$282K – – –
CT
671
Cambridge Trust
Massachusetts
$277K -$1.24K -8 -0.5%
PP
672
PDS Planning
Ohio
$277K +$37.9K +244 +17%
WTC
673
WhitTier Trust Company
Nevada
$276K -$4.26M -27,482 -94%
SW
674
SteelPeak Wealth
California
$272K +$252K +1,625 New
GWM
675
Gitterman Wealth Management
New Jersey
$265K +$4.66K +30 +2%
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27
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