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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2576
Solstein Capital
California
$238K +$44.7K +718 +22%
CCM
2577
Carderock Capital Management
Maryland
$238K – – –
EP
2578
Essential Planning
New Hampshire
$238K – – –
CWA
2579
CM Wealth Advisors
Ohio
$237K -$4.23K -68 -2%
WAG
2580
Winthrop Advisory Group
Massachusetts
$237K +$16.9K +272 +7%
DA
2581
Dover Advisors
Virginia
$237K -$171K -2,750 -41%
CA
2582
Calton & Associates
Florida
$237K -$118K -1,896 -33%
GAM
2583
Gemmer Asset Management
California
$236K – – –
MF
2584
Manchester Financial
California
$236K +$8.46K +136 +4%
BWM
2585
BCGM Wealth Management
Indiana
$235K +$243K +3,903 New
CBB
2586
Citizens Business Bank
California
$235K – – –
FA
2587
Financial Advisors
Massachusetts
$235K -$4.98K -80 -2%
CFO
2588
Collective Family Office
Pennsylvania
$235K -$37K -594 -13%
CIA
2589
Cascade Investment Advisors
Oregon
$235K +$4.85K +78 +2%
WFA
2590
WMG Financial Advisors
Tennessee
$233K +$22.1K +355 +10%
HWM
2591
Horizon Wealth Management
Illinois
$233K +$995 +16 +0.4%
LAM
2592
Lifestyle Asset Management
Texas
$233K +$5.97K +96 +3%
SFWA
2593
Summit Financial Wealth Advisors
Louisiana
$231K +$124 +2 +0.1%
SEP
2594
Southland Equity Partners
Missouri
$231K -$1.12K -18 -0.5%
SBF
2595
Sara-Bay Financial
Florida
$231K – – –
TFA
2596
Trinity Financial Advisors
Ohio
$231K +$249 +4 +0.1%
TCM
2597
Traynor Capital Management
Pennsylvania
$231K +$10.1K +162 +4%
GAA
2598
Global Assets Advisory
Florida
$230K – – –
AC
2599
ASB Consultores
Florida
$230K -$809 -13 -0.3%
OA
2600
Oxbow Advisors
Texas
$230K +$8.65K +139 +4%
102 103
104
105 106