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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1376
G2 Capital Management
Ohio
$237K +$223K +10,060 New
CWA
1377
Clarity Wealth Advisors
California
$237K +$224K +10,100 New
PTC
1378
Private Trust Company
Ohio
$236K -$235K -10,580 -51%
WDC
1379
Woodward Diversified Capital
California
$236K +$223K +10,040 New
AA
1380
Aire Advisors
California
$235K -$35.3K -1,590 -14%
IMA
1381
Investment Management Associates
Colorado
$235K – – –
WKSWA
1382
White Knight Strategic Wealth Advisors
New Jersey
$235K +$221K +9,970 New
BA
1383
Birinyi Associates
Connecticut
$235K +$222K +10,000 New
CG
1384
Castellan Group
Kentucky
$235K +$222K +10,000 New
DDC
1385
DF Dent & Co
Maryland
$235K +$222K +10,000 New
LCS
1386
Levin Capital Strategies
New York
$235K +$222K +10,000 New
SGI
1387
Summit Global Investments
Utah
$234K +$220K +9,920 New
ANTB
1388
AMG National Trust Bank
Colorado
$234K +$221K +9,950 New
SIM
1389
Studio Investment Management
Illinois
$234K +$3.55K +160 +2%
FCB
1390
First Command Bank
Texas
$232K -$6.22K -280 -3%
FCFS
1391
First Command Financial Services
Texas
$232K -$6.22K -280 -3%
VT
1392
Vise Technologies
New York
$232K +$219K +9,860 New
PCM
1393
Parsons Capital Management
Rhode Island
$232K +$219K +9,870 New
RWA
1394
Ropes Wealth Advisors
Massachusetts
$231K -$158K -7,120 -42%
MCWA
1395
Meadow Creek Wealth Advisors
Georgia
$231K +$218K +9,810 New
CW
1396
Connectus Wealth
Ohio
$230K -$205K -9,230 -49%
BWP
1397
Baldwin Wealth Partners
Massachusetts
$230K – – –
BS
1398
Boenning & Scattergood
Pennsylvania
$230K +$217K +9,780 New
FCM
1399
Fourpath Capital Management
Oklahoma
$230K +$217K +9,790 New
AFM
1400
Andesa Financial Management
Pennsylvania
$229K +$214K +9,640 New
54 55
56
57 58