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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1676
Bellevue Asset Management
Washington
$242K – – –
LFA
1677
Legend Financial Advisors
Pennsylvania
$242K – – –
TPW
1678
Tiller Private Wealth
Pennsylvania
$241K – – –
MCWS
1679
McKinley Carter Wealth Services
West Virginia
$240K -$291K -5,290 -57%
DE
1680
Day & Ennis
Georgia
$240K – – –
AFA
1681
American Financial Advisors
Georgia
$239K – – –
FWCM
1682
Ferguson Wellman Capital Management
Oregon
$239K – – –
FFA
1683
Fi3 Financial Advisors
Indiana
$239K – – –
AWP
1684
Abacus Wealth Partners
California
$238K -$11.6K -210 -5%
NGA
1685
Naples Global Advisors
Florida
$237K – – –
BPM
1686
Bowling Portfolio Management
Ohio
$236K -$3.3K -60 -2%
FNBOSM
1687
First National Bank of South Miami
Florida
$236K +$14.9K +270 +8%
RPCA
1688
Running Point Capital Advisors
California
$236K +$213K +3,870 New
VCG
1689
Vantage Consulting Group
Virginia
$235K -$44.6K -810 -17%
HCM
1690
Howard Capital Management
Georgia
$234K -$6.05K -110 -3%
CWM
1691
Campbell Wealth Management
Virginia
$234K – – –
OQS
1692
Occudo Quantitative Strategies
Florida
$234K +$211K +3,830 New
JLBC
1693
J.L. Bainbridge & Co
Florida
$233K -$41.8K -760 -17%
RWI
1694
Red Wave Investments
Pennsylvania
$233K -$2.75K -50 -1%
CFA
1695
Capstone Financial Advisors
Illinois
$233K +$210K +3,820 New
AWAP
1696
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$232K +$209K +3,800 New
DA
1697
DCM Advisors
New York
$232K +$209K +3,800 New
FAM
1698
Flaharty Asset Management
Florida
$231K -$11K -200 -5%
FC
1699
Financial Consulate
Maryland
$231K – – –
TNAM
1700
Terra Nova Asset Management
New York
$231K +$208K +3,780 New
66 67
68
69 70