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Name Holding Trade Value Shares
Change 		Change in
Stake
GD
2476
Grandfield & Dodd
New York
$515K +$2.48K +23 +0.4%
OWA
2477
Opal Wealth Advisors
New York
$514K -$140K -1,296 -19%
FDCP
2478
Foster Dykema Cabot & Partners
Massachusetts
$514K -$15.1K -140 -2%
CFA
2479
Capstone Financial Advisors
Illinois
$513K -$56.2K -521 -9%
KFS
2480
Kaizen Financial Strategies
California
$512K -$252K -2,342 -30%
WE
2481
Wealth Effects
Massachusetts
$511K -$679K -6,300 -54%
BCM
2482
Bourgeon Capital Management
Connecticut
$511K – – –
LI
2483
LifeWealth Investments
Florida
$510K -$331K -3,066 -36%
PPC
2484
Park Place Capital
Alabama
$510K +$1.51K +14 +0.3%
GG
2485
GenWealth Group
New Jersey
$510K +$607K +5,630 New
CB
2486
Community Bank
New York
$510K – – –
HCA
2487
Heck Capital Advisors
Wisconsin
$509K -$23K -213 -4%
IIC
2488
Integrated Investment Consultants
Michigan
$509K +$7.01K +65 +1%
CCWM
2489
Correct Capital Wealth Management
Missouri
$509K -$23.3K -216 -4%
UIM
2490
Unified Investment Management
Georgia
$507K +$85.2K +790 +17%
TPWA
2491
Twin Peaks Wealth Advisors
California
$507K +$45K +417 +7%
JLBC
2492
J.L. Bainbridge & Co
Florida
$506K +$32.2K +299 +6%
BPW
2493
Bingham Private Wealth
California
$506K +$582K +5,399 New
WH
2494
Wallace Hart
Kentucky
$506K -$1.08M -9,998 -65%
KAM
2495
Karani Asset Management
New York
$505K -$6.47K -60 -1%
GWM
2496
Greenwich Wealth Management
Connecticut
$505K -$43.2K -401 -7%
CF
2497
Carlson Financial
Oregon
$505K +$581K +5,385 New
XF
2498
XML Financial
Maryland
$504K -$3.34K -31 -0.6%
BFA
2499
Bill Few Associates
Pennsylvania
$504K -$12.4K -115 -2%
CCIA
2500
Cherry Creek Investment Advisors
Colorado
$503K +$49.4K +458 +9%
98 99
100
101 102