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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2476
BFSG LLC
California
$304K +$24.1K +401 +9%
SWP
2477
Strategic Wealth Partners
Ohio
$303K +$25.5K +424 +9%
KWM
2478
KFG Wealth Management
Indiana
$303K +$23.2K +387 +8%
GAA
2479
Global Assets Advisory
Florida
$302K +$299K +4,977 New
KCM
2480
Kathmere Capital Management
Pennsylvania
$301K +$38.9K +648 +15%
BWFA
2481
Baltimore-Washington Financial Advisors
Maryland
$300K -$112K -1,861 -27%
SSG
2482
Summit Securities Group
New York
$300K +$294K +4,900 New
RDFA
2483
Ritter Daniher Financial Advisory
Ohio
$299K – – –
FGA
2484
Fortis Group Advisors
New Jersey
$299K -$48.8K -812 -14%
MCM
2485
McRae Capital Management
New Jersey
$297K -$3.6K -60 -1%
UL
2486
Unionview LLC
Washington
$297K +$901 +15 +0.3%
SAM
2487
Sawgrass Asset Management
Florida
$297K +$22K +366 +8%
CWM
2488
CarsonAllaria Wealth Management
Illinois
$297K -$16.8K -280 -5%
AFG
2489
Albion Financial Group
Utah
$297K – – –
PCA
2490
Prosperity Capital Advisors
Ohio
$296K -$17.7K -295 -6%
FPCP
2491
Fort Point Capital Partners
California
$295K -$12.3K -205 -4%
MWM
2492
Maripau Wealth Management
Indiana
$295K +$290K +4,828 New
KCIC
2493
Kuhn & Co Investment Counsel
Illinois
$295K – – –
DDPIC
2494
Deroy & Devereaux Private Investment Counsel
Michigan
$295K – – –
NCM
2495
Northwest Capital Management
Oregon
$295K – – –
HVIA
2496
Hudson Valley Investment Advisors
New York
$294K -$12.4K -207 -4%
FAFN
2497
First Affirmative Financial Network
Colorado
$294K +$16.5K +275 +6%
PCTC
2498
Perkins Coie Trust Company
Washington
$293K – – –
WWC
2499
Waypoint Wealth Counsel
Georgia
$292K +$9.19K +153 +3%
FSG
2500
Financial Strategies Group
Michigan
$292K – – –
98 99
100
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