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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2226
LWM Advisory Services
Florida
$423K -$46.2K -285 -8%
KA
2227
Klingman & Associates
New York
$422K -$23.5K -145 -4%
CG
2228
Clarus Group
Texas
$419K – – –
SWM
2229
Stockman Wealth Management
Montana
$418K -$8.43K -52 -2%
PP
2230
Patten & Patten
Tennessee
$418K +$8.91K +55 +2%
AIP
2231
ARS Investment Partners
New York
$417K -$71.3K -440 -13%
KIG
2232
Kowal Investment Group
Wisconsin
$417K -$46.4K -286 -9%
CIS
2233
Connors Investor Services
Pennsylvania
$417K – – –
BAM
2234
Berkshire Asset Management
Pennsylvania
$417K +$26.3K +162 +6%
DGAM
2235
Desjardins Global Asset Management
Quebec, Canada
$416K – – –
NJBEST
2236
New Jersey Better Educational Savings Trust
New Jersey
$416K – – –
AWM
2237
Alterna Wealth Management
Texas
$416K +$5.83K +36 +1%
BFG
2238
Berger Financial Group
Minnesota
$415K -$4.38K -27 -0.9%
SPIO
2239
Seven Post Investment Office
California
$412K – – –
FWTB
2240
First Western Trust Bank
Colorado
$411K -$30K -185 -6%
EA
2241
Emerald Advisers
Pennsylvania
$410K -$545K -3,362 -53%
AIA
2242
Alera Investment Advisors
Illinois
$410K -$7.62K -47 -2%
CPC
2243
Consolidated Planning Corp
Georgia
$409K -$344K -2,121 -41%
BAM
2244
Bayshore Asset Management
Florida
$409K – – –
FC
2245
Forte Capital
New York
$408K -$69.2K -427 -12%
LDFR
2246
Lehman & Derafelo Financial Resources
Pennsylvania
$408K – – –
CWM
2247
Cherrydale Wealth Management
New Jersey
$407K -$88.7K -547 -15%
EWA
2248
Encompass Wealth Advisors
Oregon
$407K -$73.3K -452 -13%
AC
2249
Apogem Capital
New York
$407K – – –
KA
2250
Kercheville Advisors
Texas
$401K -$147K -905 -23%
88 89
90
91 92