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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1401
Pallas Capital Advisors
Massachusetts
$256K +$294K +4,850 New
MWA
1402
Meridian Wealth Advisors
Texas
$256K +$23.8K +392 +9%
ODFS
1403
O'Donnell Financial Services
California
$256K – – –
GKWIM
1404
Gerber Kawasaki Wealth & Investment Management
California
$256K -$17.3K -285 -6%
SC
1405
Searle & Co
Connecticut
$255K – – –
PWMAG
1406
Pinnacle Wealth Management Advisory Group
New Jersey
$255K +$26.9K +444 +10%
SWA
1407
Strategies Wealth Advisors
Michigan
$254K -$35.4K -584 -11%
TPCW
1408
TD Private Client Wealth
New York
$254K +$18.3K +302 +7%
AAG
1409
Armstrong Advisory Group
Massachusetts
$254K -$47.3K -780 -14%
PIM
1410
Progressive Investment Management
Oregon
$254K – – –
FMI
1411
Frec Markets Inc
California
$253K +$46K +758 +19%
FWA
1412
FSM Wealth Advisors
Ohio
$253K -$51.3K -846 -15%
PSB
1413
Piscataqua Savings Bank
New Hampshire
$252K – – –
MIM
1414
Miller Investment Management
Pennsylvania
$252K – – –
CA
1415
Continuum Advisory
Idaho
$252K +$31.9K +526 +12%
HHGC
1416
Hunting Hill Global Capital
New York
$251K -$318K -5,247 -52%
GLF
1417
Groupe la Francaise
France
$251K -$8.03M -132,469 -96%
TCM
1418
Twin Capital Management
Pennsylvania
$251K -$238K -3,917 -45%
CWM
1419
Copia Wealth Management
Oregon
$250K -$16.3K -269 -5%
WPC
1420
Wedmont Private Capital
Pennsylvania
$248K +$75.1K +1,239 +28%
VI
1421
VectorGlobal IAG
Florida
$248K +$284K +4,688 New
CWM
1422
CMH Wealth Management
New Hampshire
$248K +$282K +4,650 New
VFG
1423
Victory Financial Group
Texas
$246K +$283K +4,664 New
AA
1424
Alta Advisers
United Kingdom
$246K – – –
JRPIM
1425
Journey Retirement Planning & Investment Management
Idaho
$246K -$774K -12,771 -73%
55 56
57
58 59