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Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
2826
Northwest Financial Advisors
Virginia
$7.49M -$99.2K -245 -1%
SPFA
2827
Summit Place Financial Advisors
New Jersey
$7.48M +$90.3K +223 +1%
USB
2828
Union Savings Bank
Connecticut
$7.48M +$30K +74 +0.4%
LWM
2829
Liberty Wealth Management
California
$7.47M +$85.8K +212 +1%
HFA
2830
Harbert Fund Advisors
Alabama
$7.47M +$1.57M +3,875 +28%
LWM
2831
Laidlaw Wealth Management
New York
$7.46M -$7.15M -17,669 -50%
OIA
2832
Optimum Investment Advisors
Illinois
$7.46M -$2.43K -6 -0%
BCG
2833
Breakwater Capital Group
New Jersey
$7.46M +$42.9K +106 +0.6%
SL
2834
Sonnipe Ltd
Isle Of Man
$7.45M – – –
MC
2835
Mathes Company
New York
$7.45M -$179K -442 -2%
BAM
2836
Beaumont Asset Management
Texas
$7.45M +$70.4K +174 +1%
CG
2837
Castellan Group
Kentucky
$7.43M +$977K +2,414 +16%
TFA
2838
Transamerica Financial Advisors
Florida
$7.43M +$3.76M +9,281 +111%
RCA
2839
Ranch Capital Advisors
Florida
$7.43M -$9.31K -23 -0.1%
CG
2840
Corundum Group
Colorado
$7.42M -$199K -491 -3%
WA
2841
Wealth Architects
California
$7.41M -$11.6M -28,560 -62%
MWVC
2842
Morgens Waterfall Vintiadis & Co
New York
$7.4M -$405K -1,000 -5%
JGIA
2843
Jackson Grant Investment Advisers
Connecticut
$7.4M -$64K -158 -0.9%
UBG
2844
United Bank (Georgia)
Georgia
$7.4M -$69.6K -172 -1%
RFG
2845
RFP Financial Group
Georgia
$7.38M -$778K -1,922 -10%
AFG
2846
Allegheny Financial Group
Pennsylvania
$7.38M -$2.41M -5,958 -25%
AWM
2847
Adams Wealth Management
Utah
$7.37M +$2.36M +5,836 +50%
OFG
2848
Oxford Financial Group
Indiana
$7.37M +$196K +484 +3%
FBFS
2849
First Business Financial Services
Wisconsin
$7.37M -$142K -352 -2%
CLCM
2850
Center Lake Capital Management
Florida
$7.36M -$13.2M -32,500 -65%
112 113
114
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