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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1776
FRG Family Wealth Advisors
Washington
$716K – – –
CPM
1777
Connective Portfolio Management
New York
$716K +$391K +1,135 +100%
LIM
1778
Lagoda Investment Management
New York
$714K +$8.61K +25 +1%
WA
1779
WESPAC Advisors
California
$714K +$304K +884 +64%
SC
1780
Solstein Capital
California
$713K +$10.3K +30 +1%
DA
1781
DSC Advisors
Illinois
$711K -$177K -515 -19%
CC
1782
Cadinha & Co
Hawaii
$711K -$106K -307 -12%
LWA
1783
Lineweaver Wealth Advisors
Ohio
$711K -$16.5K -48 -2%
UC
1784
Unio Capital
New Jersey
$710K – – –
HLOC
1785
H.L. Ormond & Company
North Carolina
$706K -$232K -675 -23%
SW
1786
SteelPeak Wealth
California
$706K -$187K -543 -20%
CFA
1787
CWS Financial Advisors
Michigan
$705K -$46.5K -135 -6%
RFN
1788
RDA Financial Network
Iowa
$703K -$20K -58 -3%
EP
1789
Eudaimonia Partners
Tennessee
$702K +$47.5K +138 +7%
SCM
1790
Schnieders Capital Management
California
$700K -$20.7K -60 -3%
PWM
1791
Penobscot Wealth Management
Maine
$700K +$14.1K +41 +2%
KC
1792
Knuff & Co
California
$699K -$1.23M -3,561 -62%
VDBMI
1793
Van Den Berg Management I
Texas
$699K -$8.61K -25 -1%
PA
1794
PSI Advisors
Florida
$699K -$3.1K -9 -0.4%
BS
1795
Bessemer Securities
New York
$699K – – –
QC
1796
Quent Capital
New York
$699K +$52.7K +153 +7%
CBFP
1797
Cedar Brook Financial Partners
Ohio
$698K -$29.3K -85 -4%
APA
1798
Astoria Portfolio Advisors
New York
$698K +$449K +1,305 +144%
BPWM
1799
Badgley Phelps Wealth Managers
Washington
$696K +$289K +838 +61%
IA
1800
Insight Advisors
Pennsylvania
$694K -$101K -292 -13%
70 71
72
73 74