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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1701
GTS Securities
Florida
$932K -$496K -8,020 -35%
GRQ
1702
Gardner Russo & Quinn
Pennsylvania
$928K -$61.9K -1,000 -6%
CCG
1703
Coastwise Capital Group
California
$928K +$7K +113 +0.8%
SC
1704
Saybrook Capital
North Carolina
$927K – – –
ECM
1705
Estabrook Capital Management
New York
$925K – – –
TFA
1706
Transamerica Financial Advisors
Florida
$921K – – –
OWA
1707
Opal Wealth Advisors
New York
$919K +$69.5K +1,122 +8%
IPW
1708
Invictus Private Wealth
Colorado
$918K -$30.5K -492 -3%
LPT
1709
Legacy Private Trust
Wisconsin
$918K -$16.1K -260 -2%
PFGIA
1710
Patriot Financial Group Insurance Agency
Massachusetts
$916K +$6.31K +102 +0.7%
HP
1711
Hilltop Partners
Indiana
$913K +$4.52K +73 +0.5%
DS
1712
DRW Securities
Illinois
$913K -$111K -1,795 -11%
JFA
1713
JNBA Financial Advisors
Minnesota
$913K -$25.7K -415 -3%
CFG
1714
Cooper Financial Group
California
$912K +$177K +2,864 +25%
TA
1715
Townsend & Associates
Colorado
$912K -$619 -10 -0.1%
RCIM
1716
Red Cedar Investment Management
Michigan
$912K – – –
LC
1717
LCNB Corp
Ohio
$910K -$20.1K -325 -2%
AFG
1718
Allegheny Financial Group
Pennsylvania
$910K +$26.1K +421 +3%
TL
1719
Tradewinds LLC
North Carolina
$909K +$884K +14,276 New
SSW
1720
Stone Summit Wealth
Florida
$908K -$7.43K -120 -0.8%
RSWM
1721
Robertson Stephens Wealth Management
California
$902K +$200K +3,237 +30%
YIA
1722
YHB Investment Advisors
Connecticut
$902K +$15.3K +247 +2%
WI
1723
WrapManager Inc
California
$902K +$63.8K +1,030 +8%
AA
1724
Advisory Alpha
Michigan
$898K +$49.8K +804 +6%
FDS
1725
Freedom Day Solutions
Texas
$895K -$63.3K -1,022 -7%
67 68
69
70 71