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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
2951
Chas P. Smith & Associates (CPS)
Florida
$319K -$219K -440 -42%
BC
2952
Brio Consultants
California
$318K +$47.4K +95 +18%
IA
2953
IFG Advisors
Missouri
$318K – – –
MWP
2954
Meridian Wealth Partners
Pennsylvania
$317K +$2.49K +5 +0.8%
ES
2955
Eagle Strategies
New York
$317K +$7.98K +16 +3%
CWWM
2956
Clear Wave Wealth Management
New Jersey
$317K +$3.49K +7 +1%
SIM
2957
SSI Investment Management
California
$317K – – –
AIA
2958
AIMZ Investment Advisors
California
$317K – – –
LDB
2959
Lee, Danner & Bass
Tennessee
$316K -$28.9K -58 -9%
UBV
2960
United Bank (Virginia)
Virginia
$316K -$13.5K -27 -4%
OWCM
2961
One Wealth Capital Management
Arizona
$315K +$306K +614 New
CFM
2962
Cornerstone Financial Management
Massachusetts
$315K +$16.5K +33 +6%
GIP
2963
Greatmark Investment Partners
Georgia
$314K – – –
SPI
2964
Sutton Place Investors
New York
$313K -$19.4K -39 -6%
PWP
2965
Precedent Wealth Partners
Texas
$313K +$63.8K +128 +27%
TVAMP
2966
Tennessee Valley Asset Management Partners
Tennessee
$312K -$38.9K -78 -11%
B
2967
Barings
North Carolina
$311K +$19.9K +40 +7%
SPW
2968
Stillwater Private Wealth
Pennsylvania
$311K -$997 -2 -0.4%
MPIA
2969
Mountain Pacific Investment Advisers
Idaho
$310K – – –
FFW
2970
Fusion Family Wealth
New York
$309K – – –
VWM
2971
Vigilare Wealth Management
Arizona
$308K -$9.97K -20 -3%
CCM
2972
Consolidated Capital Management
California
$308K – – –
TBC
2973
Ted Buchan & Co
California
$308K – – –
LW
2974
Livet Wealth
Utah
$307K -$1.5K -3 -0.5%
GG
2975
Greenwood Gearhart
Arkansas
$307K +$74.8K +150 +33%
117 118
119
120 121