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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2776
Blueshift Asset Management
New Jersey
$381K +$388K +3,180 New
CCP
2777
Clarkston Capital Partners
Michigan
$380K +$54.9K +450 +17%
MWP
2778
Meridian Wealth Partners
Pennsylvania
$380K -$28.1K -230 -7%
MPW
2779
MGO Private Wealth
California
$379K – – –
LAM
2780
LECAP Asset Management
United Kingdom
$379K +$386K +3,160 New
AAM
2781
Austin Asset Management
Texas
$376K – – –
NFG
2782
Northeast Financial Group
Pennsylvania
$376K – – –
AWA
2783
Aquire Wealth Advisors
Utah
$376K +$3.66K +30 +1%
WIM
2784
Waverton Investment Management
United Kingdom
$376K – – –
BFS
2785
Burkett Financial Services
South Carolina
$375K – – –
HIG
2786
Heritage Investment Group
Florida
$375K +$6.1K +50 +2%
PFS
2787
Prospect Financial Services
New York
$375K +$15.9K +130 +4%
IIC
2788
Ironwood Investment Counsel
Arizona
$374K +$104K +850 +37%
HKAM
2789
Horizon Kinetics Asset Management
New York
$373K – – –
VAF
2790
Values Added Financial
District of Columbia
$373K +$18.3K +150 +5%
LFS
2791
Legacy Financial Strategies
Kansas
$373K +$72K +590 +23%
SSW
2792
Smith Shellnut Wilson
Mississippi
$373K +$178K +1,460 +88%
FAT
2793
First American Trust
California
$372K -$140K -1,150 -27%
PWM
2794
Parkshore Wealth Management
California
$372K – – –
CWM
2795
CCG Wealth Management
California
$372K +$9.76K +80 +3%
PCFFS
2796
Pacific Center for Financial Services
California
$370K – – –
LGG
2797
Luts & Greenleigh Group
Maryland
$370K -$14.6K -120 -4%
OCPWS
2798
One Charles Private Wealth Services
Massachusetts
$370K -$9.76K -80 -3%
TWM
2799
Trueblood Wealth Management
Ohio
$370K +$2.44K +20 +0.7%
CWM
2800
Concentrum Wealth Management
California
$370K +$18.3K +150 +5%
110 111
112
113 114