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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
2276
Sand Hill Global Advisors
California
$402K +$9.23K +23 +2%
MW
2277
MBL Wealth
North Carolina
$402K -$401 -1 -0.1%
NL
2278
Navalign LLC
California
$402K +$77.5K +193 +23%
TPWA
2279
TRUE Private Wealth Advisors
Oregon
$401K +$73.9K +184 +22%
SIM
2280
SSI Investment Management
California
$401K -$4.01K -10 -1%
LDB
2281
Lee, Danner & Bass
Tennessee
$400K -$24.1K -60 -6%
FCA
2282
FLC Capital Advisors
California
$398K – – –
PNC
2283
Park National Corp
Ohio
$398K -$1.2K -3 -0.3%
C
2284
Covestor
United Kingdom
$397K -$20.5K -51 -5%
FFA
2285
Founders Financial Alliance
North Carolina
$396K -$85.9K -214 -18%
APWA
2286
Atlas Private Wealth Advisors
New Jersey
$396K +$401K +1,000 New
KWM
2287
Kanen Wealth Management
Florida
$396K – – –
ACA
2288
Ascension Capital Advisors
Texas
$396K +$401K +1,000 New
PCM
2289
PAR Capital Management
Massachusetts
$396K +$401K +1,000 New
CIS
2290
Continental Investors Services
Washington
$396K -$395K -983 -50%
CP
2291
Covenant Partners
Tennessee
$395K +$400K +997 New
MC
2292
Merlin Capital
Rhode Island
$395K – – –
CMS
2293
Capital Market Strategies
Florida
$394K – – –
AT
2294
Arden Trust
Delaware
$393K -$42.5K -106 -10%
PPW
2295
Parcion Private Wealth
Washington
$392K +$27.7K +69 +7%
JWBC
2296
J.W. Burns & Co
New York
$391K -$4.01K -10 -1%
SOS
2297
Silver Oak Securities
Tennessee
$390K -$356K -888 -47%
HB
2298
Horizon Bancorp
Indiana
$390K +$171K +425 +76%
LWM
2299
Lodestone Wealth Management
Washington
$390K +$18.5K +46 +5%
AA
2300
Auxano Advisors
Washington
$389K -$37.7K -94 -9%
90 91
92
93 94