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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1651
Legend Financial Advisors
Pennsylvania
$210K +$203K +3,970 New
TPW
1652
Tiller Private Wealth
Pennsylvania
$209K – – –
EBA
1653
Eagle Bay Advisors
New York
$209K +$199K +3,890 New
HCM
1654
Howard Capital Management
Georgia
$209K +$202K +3,950 New
BAM
1655
Bellevue Asset Management
Washington
$208K – – –
DE
1656
Day & Ennis
Georgia
$208K – – –
SHGA
1657
Sand Hill Global Advisors
California
$208K +$201K +3,940 New
TW
1658
TrinityPoint Wealth
Connecticut
$208K +$201K +3,940 New
BPM
1659
Bowling Portfolio Management
Ohio
$207K -$1.13M -22,140 -85%
FWCM
1660
Ferguson Wellman Capital Management
Oregon
$207K -$10.2K -200 -5%
AFA
1661
American Financial Advisors
Georgia
$207K -$3.58K -70 -2%
LCM
1662
LVM Capital Management
Michigan
$207K -$2.56K -50 -1%
IFG
1663
Investors Financial Group
Minnesota
$207K – – –
FPCP
1664
Fort Point Capital Partners
California
$207K +$200K +3,920 New
SFS
1665
Strategic Financial Services
New York
$207K +$200K +3,920 New
WP
1666
WealthShield Partners
North Carolina
$206K – – –
RP
1667
Rice Partnership
Hawaii
$206K +$199K +3,900 New
NGA
1668
Naples Global Advisors
Florida
$205K – – –
SCG
1669
Sonata Capital Group
Washington
$205K – – –
ATI
1670
Act Two Investors
California
$205K +$62.9K +1,230 New
MF
1671
Magnetar Financial
Illinois
$204K +$197K +3,860 New
RWI
1672
Red Wave Investments
Pennsylvania
$204K +$197K +3,860 New
GSEP
1673
Golden State Equity Partners
California
$204K +$198K +3,870 New
BSSFA
1674
Baron Silver Stevens Financial Advisors
Florida
$203K +$196K +3,840 New
CWM
1675
Campbell Wealth Management
Virginia
$203K +$196K +3,840 New
65 66
67
68 69