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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3676
Transamerica Financial Advisors
Florida
$3.15M -$283K -795 -9%
GM
3677
Granger Management
New York
$3.15M +$684K +1,922 +30%
FH
3678
FWG Holdings
Florida
$3.15M -$56.9K -160 -2%
MDSL
3679
M.D. Sass LLC
New York
$3.15M – – –
CTWM
3680
Cherry Tree Wealth Management
Minnesota
$3.14M -$12.8K -36 -0.4%
PWM
3681
Peterson Wealth Management
Nevada
$3.14M -$131K -369 -4%
TW
3682
Towerpoint Wealth
California
$3.14M -$12.5K -35 -0.4%
HFA
3683
High Falls Advisors
New York
$3.13M +$179K +502 +6%
PWM
3684
Penobscot Wealth Management
Maine
$3.13M +$35.2K +99 +1%
PTC
3685
Provident Trust Company
Wisconsin
$3.12M – – –
BSAM
3686
Blue Square Asset Management
New York
$3.12M +$2.14K +6 +0.1%
LL
3687
LWMG LLC
Minnesota
$3.12M +$153K +430 +5%
LIA
3688
LSP Investment Advisors
New York
$3.11M – – –
SEP
3689
Southland Equity Partners
Missouri
$3.11M -$154K -434 -5%
WIM
3690
Waycross Investment Management
Washington
$3.11M -$364K -1,022 -11%
IDBONY
3691
Israel Discount Bank of New York
New York
$3.11M +$30.3K +85 +1%
TFO
3692
Tarbox Family Office
California
$3.11M -$228K -640 -7%
AFG
3693
AFS Financial Group
Maryland
$3.1M -$3.72M -10,449 -56%
AIM
3694
Alhambra Investment Management
Florida
$3.1M -$38.8K -109 -1%
GWP
3695
Gateway Wealth Partners
Wisconsin
$3.1M -$1.92M -5,387 -40%
FFA
3696
Fi3 Financial Advisors
Indiana
$3.1M -$94.3K -265 -3%
PFWA
3697
Paces Ferry Wealth Advisors
Georgia
$3.1M +$79.7K +224 +3%
DG
3698
DMC Group
Alabama
$3.1M -$395K -1,111 -12%
ACM
3699
AUA Capital Management
Pennsylvania
$3.09M +$18.5K +52 +0.6%
OWM
3700
Opes Wealth Management
California
$3.09M -$47K -132 -2%
146 147
148
149 150