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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
2476
Braun-Bostich & Associates
Pennsylvania
$231K -$62.6K -323 -23%
EP
2477
EPIQ Partners
Minnesota
$231K +$218K +1,125 New
MAM
2478
Marquette Asset Management
Minnesota
$230K – – –
ECG
2479
EPIQ Capital Group
California
$230K +$217K +1,120 New
LWS
2480
Lucia Wealth Services
California
$229K +$154K +796 +250%
BA
2481
Ballast Advisors
Minnesota
$229K +$217K +1,118 New
TSWM
2482
Triangle Securities Wealth Management
North Carolina
$229K +$217K +1,118 New
F
2483
F3Logic
Minnesota
$228K +$214K +1,105 New
MPW
2484
MA Private Wealth
California
$228K +$215K +1,111 New
FFG
2485
Ford Financial Group
California
$228K +$215K +1,112 New
OIWM
2486
OptiFour Integrated Wealth Management
Virginia
$228K +$215K +1,112 New
UBV
2487
United Bank (Virginia)
Virginia
$228K +$216K +1,113 New
ERIM
2488
Eagle Ridge Investment Management
Connecticut
$227K -$10.1K -52 -4%
GC
2489
Globeflex Capital
California
$227K – – –
MWM
2490
McNaughton Wealth Management
California
$227K +$214K +1,103 New
PAG
2491
Pinnacle Advisory Group
Maryland
$227K +$214K +1,105 New
DP
2492
DDD Partners
Washington
$224K -$20.5K -106 -9%
EWM
2493
Elite Wealth Management
Washington
$224K +$212K +1,093 New
WA
2494
Waverly Advisors
Alabama
$222K -$20.9K -108 -9%
MWM
2495
MorganRosel Wealth Management
Colorado
$221K -$58.1K -300 -22%
MJP
2496
Michael J. Puzo
$221K +$208K +1,075 New
MCG
2497
MACRO Consulting Group
New Jersey
$221K +$210K +1,083 New
TCPWM
2498
Traverso Chambers Private Wealth Management
California
$220K -$203K -1,048 -49%
TC
2499
TAP Consulting
Missouri
$220K +$207K +1,071 New
BMO
2500
Beck Mack & Oliver
New York
$219K -$31K -160 -13%
98 99
100
101 102