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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2101
Donoghue Forlines
Massachusetts
$477K -$1.75M -28,933 -79%
CD
2102
Chapin Davis
Maryland
$477K +$18.5K +306 +4%
SMH
2103
Sanders Morris Harris
Texas
$476K – – –
FRM
2104
Fox Run Management
Connecticut
$475K +$463K +7,652 New
CCM
2105
Canal Capital Management
Virginia
$474K – – –
CM
2106
Capula Management
Cayman Islands
$474K -$1.07M -17,704 -70%
HFP
2107
Holistic Financial Partners
Indiana
$474K -$33.5K -554 -7%
LWM
2108
Lyell Wealth Management
California
$474K +$22.4K +370 +5%
CPA
2109
Cardiff Park Advisors
California
$473K -$3.15K -52 -0.7%
AWM
2110
Avitas Wealth Management
California
$473K -$10.8K -178 -2%
HAM
2111
Hedges Asset Management
Nevada
$471K – – –
FB
2112
First Bancorp
Maine
$471K – – –
C
2113
CEDRUS
Colorado
$470K +$1.64K +27 +0.4%
MHWM
2114
Montz Harcus Wealth Management
Louisiana
$469K +$7.33K +121 +2%
BBW
2115
Blue Barn Wealth
Utah
$468K -$50.7K -838 -10%
EIP
2116
Ellis Investment Partners
Pennsylvania
$468K – – –
CS
2117
Capital Square
Tennessee
$466K +$1.64K +27 +0.4%
MAM
2118
Mystic Asset Management
Rhode Island
$466K -$6.05K -100 -1%
WAAG
2119
Wealth Alliance Advisory Group
Kansas
$466K +$4.12K +68 +0.9%
AFC
2120
AFT Forsyth & Company
Florida
$465K – – –
VC
2121
Vestor Capital
Illinois
$465K -$14.1K -233 -3%
BA
2122
Birinyi Associates
Connecticut
$465K +$15.1K +250 +3%
RWP
2123
Revolve Wealth Partners
New Jersey
$464K -$86.9K -1,436 -16%
EM
2124
ELCO Management
New York
$463K +$5.15K +85 +1%
SOW
2125
State of Wyoming
Wyoming
$462K +$451K +7,455 New
83 84
85
86 87