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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
2126
Patriot Investment Management Group
Tennessee
$293K – – –
PA
2127
PSI Advisors
Florida
$293K – – –
SGK
2128
Steigerwald Gordon & Koch
Virginia
$293K +$9.99K +160 +4%
NHT
2129
New Hampshire Trust
New Hampshire
$292K – – –
MCCA
2130
Mill Creek Capital Advisors
Pennsylvania
$292K +$53.7K +860 +25%
MHR
2131
Matthew Hamilton Rosenberg
$292K -$18.7K -300 -6%
WWC
2132
Waypoint Wealth Counsel
Georgia
$291K +$3.12K +50 +1%
LF
2133
Lantz Financial
Illinois
$290K -$86.8K -1,390 -24%
AA
2134
Aire Advisors
California
$290K – – –
TCM
2135
Tang Capital Management
California
$288K +$267K +4,270 New
AFG
2136
Allegheny Financial Group
Pennsylvania
$288K – – –
4WM
2137
4J Wealth Management
Virginia
$287K -$16.2K -260 -6%
AWM
2138
Adams Wealth Management
Utah
$287K +$266K +4,260 New
CI
2139
CacheTech Inc
Utah
$287K +$266K +4,260 New
GA
2140
Goldstein Advisors
Wisconsin
$286K +$4.37K +70 +2%
CWA
2141
Consilio Wealth Advisors
Washington
$286K – – –
AFA
2142
AA Financial Advisors
Ohio
$285K +$5K +80 +2%
B
2143
Barings
North Carolina
$285K -$340K -5,440 -56%
DAM
2144
Delta Asset Management
Tennessee
$283K – – –
SVCP
2145
Silicon Valley Capital Partners
California
$283K +$125K +2,000 +91%
BHWM
2146
Bar Harbor Wealth Management
New Hampshire
$283K +$262K +4,200 New
MFC
2147
Morris Financial Concepts
South Carolina
$283K +$41.2K +660 +19%
JCFM
2148
JBR Co Financial Management
Oklahoma
$282K – – –
XWM
2149
Xcel Wealth Management
Florida
$281K +$3.12K +50 +1%
UCB
2150
United Community Bank
South Carolina
$280K -$3.12K -50 -1%
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