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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2601
Wealthquest
Ohio
$283K -$150K -1,820 -36%
TFA
2602
Trinity Financial Advisors
Ohio
$283K – – –
LFM
2603
LGT Fund Management
Liechtenstein
$283K -$3.36M -40,860 -93%
FCM
2604
Firestone Capital Management
Florida
$283K -$23K -280 -8%
CNWM
2605
Clay Northam Wealth Management
California
$283K +$7.41K +90 +3%
NCM
2606
Northwest Capital Management
Oregon
$282K – – –
MAG
2607
Mayfair Advisory Group
Alabama
$280K -$2.47K -30 -0.9%
GHAM
2608
Gilman Hill Asset Management
Connecticut
$280K – – –
M
2609
Mirova
France
$280K +$258K +3,140 New
RFM
2610
Royal Fund Management
Florida
$277K -$156K -1,890 -38%
MCM
2611
Mengis Capital Management
Oregon
$277K -$4.12K -50 -2%
VPWA
2612
Vestia Personal Wealth Advisors
Indiana
$277K +$256K +3,110 New
EBA
2613
Eagle Bay Advisors
New York
$276K -$47.7K -580 -16%
UCB
2614
United Community Bank
South Carolina
$276K – – –
MCCA
2615
Mill Creek Capital Advisors
Pennsylvania
$276K +$255K +3,100 New
PWM
2616
Parkshore Wealth Management
California
$276K +$255K +3,100 New
RFG
2617
REAP Financial Group
Texas
$276K -$27.2K -330 -10%
PCFFS
2618
Pacific Center for Financial Services
California
$275K – – –
PFG
2619
Prosperity Financial Group
California
$275K -$9.05K -110 -3%
CC
2620
Commons Capital
Massachusetts
$275K – – –
HIG
2621
Heritage Investment Group
Florida
$275K – – –
TH
2622
TCTC Holdings
Texas
$275K – – –
BFG
2623
Birch Financial Group
New Hampshire
$274K +$254K +3,080 New
TWM
2624
Trueblood Wealth Management
Ohio
$274K +$1.65K +20 +0.7%
AC
2625
AlphaCore Capital
California
$274K +$253K +3,070 New
103 104
105
106 107