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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2476
Cypress Asset Management
Texas
$209K +$197K +2,950 New
SG
2477
Sharper & Granite
California
$209K +$197K +2,950 New
HFRG
2478
Houlihan Financial Resource Group
Virginia
$209K -$4.01K -60 -2%
BONST
2479
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$18.7K -280 -9%
QCM
2480
Qsemble Capital Management
New York
$209K +$197K +2,940 New
NCTC
2481
New Covenant Trust Company
Indiana
$208K +$197K +2,940 New
MGWM
2482
Marks Group Wealth Management
Minnesota
$208K +$196K +2,930 New
EB
2483
Exchange Bank
California
$208K +$196K +2,930 New
USB
2484
Union Savings Bank
Connecticut
$208K – – –
DWM
2485
Dogwood Wealth Management
Kansas
$207K -$15.4K -230 -7%
BIA
2486
Bell Investment Advisors
California
$207K – – –
RWM
2487
RKL Wealth Management
Pennsylvania
$207K +$195K +2,920 New
RPC
2488
Rossmore Private Capital
Connecticut
$207K +$195K +2,920 New
LF
2489
LifeSteps Financial
California
$206K +$195K +2,910 New
GPA
2490
Garrison Point Advisors
California
$206K +$194K +2,900 New
TCM
2491
Triumph Capital Management
Colorado
$206K +$194K +2,900 New
DF
2492
Dunhill Financial
United Kingdom
$205K +$26.8K +400 +16%
TSW
2493
Thompson Siegel & Walmsley
Virginia
$205K +$193K +2,890 New
USWIA
2494
UP Strategic Wealth Investment Advisors
Pennsylvania
$205K +$193K +2,890 New
EW
2495
Elyxium Wealth
California
$205K +$193K +2,890 New
SIM
2496
SSI Investment Management
California
$205K +$193K +2,890 New
WIM
2497
Warwick Investment Management
Texas
$204K -$7.36K -110 -4%
CWM
2498
CCG Wealth Management
California
$204K +$193K +2,880 New
PSC
2499
Portman Square Capital
United Kingdom
$204K +$193K +2,880 New
TRIA
2500
Trail Ridge Investment Advisors
Colorado
$204K +$182K +2,720 New
98 99
100
101 102