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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2201
Interchange Capital Partners
Pennsylvania
$16.1M +$462K +922 +3%
CA
2202
CoreCap Advisors
Michigan
$16.1M -$586K -1,169 -3%
AWA
2203
Acumen Wealth Advisors
Tennessee
$16.1M +$16.7M +33,339 New
BFO
2204
Biltmore Family Office
North Carolina
$16.1M +$684K +1,364 +4%
SAM
2205
Shikiar Asset Management
New York
$16.1M -$173K -345 -1%
FP
2206
Financial Perspectives
Minnesota
$16.1M -$12.5K -25 -0.1%
MFG
2207
Magnus Financial Group
New York
$16.1M +$782K +1,561 +5%
RWA
2208
Roberts Wealth Advisors
California
$16.1M -$1.77M -3,538 -10%
LWP
2209
LMG Wealth Partners
Louisiana
$16.1M -$332K -662 -2%
OCM
2210
Once Capital Management
New York
$16.1M – – –
ST
2211
Somerset Trust
Pennsylvania
$16.1M -$73.2K -146 -0.4%
AFT
2212
Alpha Family Trust
California
$16M – – –
EIM
2213
Ervin Investment Management
Washington
$16M -$326K -651 -2%
MC
2214
Muhlenkamp & Co
Pennsylvania
$16M +$330K +658 +2%
ZIG
2215
Zullo Investment Group
Pennsylvania
$16M -$167K -334 -1%
CCM
2216
Consolidated Capital Management
California
$15.9M +$1.55M +3,090 +10%
TWA
2217
TCI Wealth Advisors
Arizona
$15.9M -$138K -276 -0.8%
RMAM
2218
Raab & Moskowitz Asset Management
New Jersey
$15.9M -$5.01K -10 -0%
BIG
2219
Builder Investment Group
Georgia
$15.9M -$501 -1 -0%
BFM
2220
Boothbay Fund Management
New York
$15.9M -$9.24M -18,440 -36%
LAM
2221
Lummis Asset Management
Texas
$15.9M +$8.49M +16,938 +107%
UAG
2222
United Advisor Group
Ohio
$15.8M +$634K +1,266 +4%
SIA
2223
Strategic Investment Advisors
Michigan
$15.8M -$246K -490 -1%
PCP
2224
Proficio Capital Partners
Massachusetts
$15.7M -$536K -1,069 -3%
JFA
2225
JNBA Financial Advisors
Minnesota
$15.7M +$74.7K +149 +0.5%
87 88
89
90 91