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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
2251
Alpha Family Trust
California
$389K +$101K +1,665 +36%
CYG
2252
Clean Yield Group
Vermont
$387K -$4.96K -82 -1%
MAWCM
2253
Mine & Arao Wealth Creation & Management
California
$387K – – –
OCM
2254
Objective Capital Management
Ohio
$387K +$31.3K +517 +9%
JLBC
2255
J.L. Bainbridge & Co
Florida
$387K +$1.39K +23 +0.4%
TNA
2256
True North Advisors
Texas
$386K +$424 +7 +0.1%
EIA
2257
Edgemoor Investment Advisors
Maryland
$386K -$2.16M -35,679 -85%
FH
2258
FWG Holdings
Florida
$386K -$351K -5,800 -48%
JWM
2259
Jessup Wealth Management
Ohio
$385K +$154K +2,549 +70%
IF
2260
Insight Folios
North Carolina
$385K -$727 -12 -0.2%
SIG
2261
Sargent Investment Group
Maryland
$385K -$148K -2,449 -28%
PTP
2262
Platform Technology Partners
New York
$385K +$24.6K +407 +7%
CC
2263
Cornerstone Capital
California
$385K +$12.1K +200 +3%
HAG
2264
HF Advisory Group
Maryland
$384K +$21.4K +354 +6%
AP
2265
Adero Partners
California
$384K -$12K -198 -3%
FIM
2266
Fernwood Investment Management
Massachusetts
$384K -$24.2K -400 -6%
UF
2267
Univest Financial
Pennsylvania
$383K -$6.05K -100 -2%
LSIA
2268
LaSalle St. Investment Advisors
Illinois
$383K +$374K +6,179 New
BCG
2269
Breakwater Capital Group
New Jersey
$382K -$31.8K -525 -8%
PCFFS
2270
Pacific Center for Financial Services
California
$381K +$372K +6,148 New
TC
2271
Trust Company
Kansas
$381K -$45.8K -757 -11%
SL
2272
Sentry LLC
Tennessee
$379K +$370K +6,118 New
TVWM
2273
Tower View Wealth Management
Wisconsin
$379K +$8.54K +141 +2%
KA
2274
KLCM Advisors
Wisconsin
$378K -$206K -3,400 -36%
REMPR
2275
Roof Eidam Maycock Peralta (REMP)
California
$378K – – –
89 90
91
92 93