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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3276
Carson Advisory
Georgia
$2.35M +$104K +385 +4%
KLWA
3277
Kelly Lawrence W & Associates
California
$2.35M – – –
MPW
3278
MA Private Wealth
California
$2.35M -$200K -738 -7%
OWA
3279
One Wealth Advisors
California
$2.35M -$25.2K -93 -1%
DCM
3280
Delta Capital Management
New Jersey
$2.35M – – –
GWI
3281
Grace & White Inc
New York
$2.35M – – –
NF
3282
Nvest Financial
New Hampshire
$2.35M -$22.8K -84 -0.9%
CWMGP
3283
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.34M +$1.9K +7 +0.1%
TFO
3284
Tarbox Family Office
California
$2.34M +$145K +533 +6%
DG
3285
DMC Group
Alabama
$2.33M -$49.9K -184 -2%
HFG
3286
Heron Financial Group
New York
$2.33M -$354K -1,304 -13%
NCM
3287
Neumann Capital Management
California
$2.33M -$109K -400 -4%
HLOC
3288
H.L. Ormond & Company
North Carolina
$2.33M -$203K -747 -8%
AIM
3289
Alhambra Investment Management
Florida
$2.32M -$79.5K -293 -3%
WCAMG
3290
Woodard & Company Asset Management Group
North Carolina
$2.32M -$395K -1,456 -14%
SFWA
3291
Summit Financial Wealth Advisors
Louisiana
$2.32M +$67K +247 +3%
EBWM
3292
Eagle Bluffs Wealth Management
Missouri
$2.32M +$559K +2,059 +30%
GAM
3293
Gould Asset Management
California
$2.32M -$74.6K -275 -3%
FWP
3294
Firethorn Wealth Partners
Georgia
$2.31M +$25.5K +94 +1%
ASI
3295
Advisory Services & Investments
Oregon
$2.31M +$82.8K +305 +4%
TI
3296
Trexquant Investment
Connecticut
$2.3M +$2.43M +8,968 New
ML
3297
Mayport LLC
Massachusetts
$2.3M +$48K +177 +2%
TFP
3298
Tilia Fiduciary Partners
North Carolina
$2.29M +$233K +860 +11%
DLG
3299
Daniel L. Goodwin
$2.29M +$53.7K +198 +2%
WKSWA
3300
White Knight Strategic Wealth Advisors
New Jersey
$2.29M +$42.1K +155 +2%
130 131
132
133 134