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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2376
JGP Wealth Management
Oregon
$467K -$28.6K -111 -6%
CFD
2377
Creative Financial Designs
Indiana
$466K +$162K +628 +54%
GA
2378
Greytown Advisors
Florida
$465K +$7.48K +29 +2%
PWC
2379
PYA Waltman Capital
Tennessee
$462K -$208K -807 -31%
TAM
2380
Townsend Asset Management
North Carolina
$462K +$5.42K +21 +1%
DACG
2381
Donor Advised Charitable Giving
California
$461K – – –
SCM
2382
Southport Capital Management
Tennessee
$461K +$122K +472 +37%
WPA
2383
West Paces Advisors
Georgia
$460K -$25.8K -100 -5%
RWRC
2384
R.W. Roge & Company
New York
$457K – – –
CWAF
2385
Core Wealth Advisors (Florida)
Florida
$456K -$74.8K -290 -14%
CCA
2386
Catalyst Capital Advisors
New York
$456K – – –
CA
2387
Capital Advantage
California
$456K +$8.51K +33 +2%
LIA
2388
LBMC Investment Advisors
Tennessee
$454K -$6.96K -27 -2%
MFW
2389
Mosaic Family Wealth
Missouri
$454K – – –
NCM
2390
Nelson Capital Management
California
$450K -$6.45K -25 -1%
FCMC
2391
Founders Capital Management (Connecticut)
Connecticut
$448K – – –
HCM
2392
Hall Capital Management
Rhode Island
$447K -$47.2K -183 -10%
EMFAT
2393
Emerald Mutual Fund Advisers Trust
Pennsylvania
$446K +$140K +541 +47%
VSWA
2394
Vontobel Swiss Wealth Advisors
Switzerland
$445K -$1.39M -5,400 -76%
PA
2395
PSI Advisors
Florida
$445K -$94.6K -367 -18%
NWA
2396
New World Advisors
Massachusetts
$445K -$14.2K -55 -3%
CAM
2397
Crestone Asset Management
Colorado
$445K -$5.16K -20 -1%
SIAP
2398
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$443K – – –
TFCP
2399
Twin Focus Capital Partners
Massachusetts
$443K +$112K +434 +34%
GFPC
2400
Global Financial Private Client
Florida
$442K -$67.8K -263 -14%
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