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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
3226
Lavelle Capital
California
$272K +$266K +476 New
ONSWM
3227
Old North State Wealth Management
North Carolina
$272K -$63.7K -114 -19%
IPW
3228
Impact Partnership Wealth
Georgia
$272K +$14.5K +26 +6%
SLP
3229
Storen Legacy Partners
Indiana
$271K +$266K +475 New
GC
3230
Gibson Capital
Pennsylvania
$271K -$14.5K -26 -5%
EMC
3231
Everest Management Corp
California
$271K -$32.4K -58 -11%
PFS
3232
Prospect Financial Services
New York
$271K +$559 +1 +0.2%
FWIA
3233
Fort Washington Investment Advisors
Ohio
$271K +$53.1K +95 +25%
OAS
3234
Optivise Advisory Services
Tennessee
$270K +$26.8K +48 +11%
PWM
3235
Partners Wealth Management
California
$269K -$28K -50 -10%
ZAM
3236
Zevin Asset Management
Massachusetts
$269K – – –
SH
3237
SLT Holdings
Arizona
$269K +$36.3K +65 +16%
BCAM
3238
Boston Common Asset Management
Massachusetts
$268K -$1.24M -2,224 -83%
FS
3239
Financial Symmetry
North Carolina
$268K – – –
HIS
3240
Horizon Investment Services
Indiana
$268K – – –
WAM
3241
Wallington Asset Management
Indiana
$268K -$4.47K -8 -2%
WWM
3242
Wiser Wealth Management
Georgia
$268K -$1.12K -2 -0.4%
EA
3243
Ellsworth Advisors
Ohio
$268K -$1.68K -3 -0.6%
SP
3244
Symmetry Partners
Connecticut
$267K -$37.5K -67 -13%
CAM
3245
CenterStar Asset Management
Illinois
$267K +$262K +468 New
AP
3246
Advisors Preferred
Maryland
$266K +$264K +473 New
SGWP
3247
Sun Group Wealth Partners
California
$266K +$261K +466 New
BFIC
3248
Bedell Frazier Investment Counselling
California
$265K – – –
MWM
3249
Mattern Wealth Management
Kansas
$265K – – –
EWA
3250
Evolution Wealth Advisors
Florida
$265K +$2.79K +5 +1%
128 129
130
131 132