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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1651
Napatree Capital
Rhode Island
$329K -$155K -1,670 -28%
NAMP
1652
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$329K -$80K -861 -16%
PFGIA
1653
Patriot Financial Group Insurance Agency
Massachusetts
$329K -$6.04K -65 -1%
BCG
1654
Breakwater Capital Group
New Jersey
$328K -$2.04K -22 -0.5%
SMH
1655
Sanders Morris Harris
Texas
$326K – – –
USCWA
1656
U.S. Capital Wealth Advisors
Texas
$326K -$52.9K -569 -12%
VCP
1657
Verus Capital Partners
Arizona
$325K +$71K +764 +23%
SFP
1658
Shepherd Financial Partners
Massachusetts
$324K -$367K -3,945 -48%
GWANC
1659
Guardian Wealth Advisors (North Carolina)
North Carolina
$323K +$45.8K +493 +13%
MPI
1660
Mairs & Power Inc
Minnesota
$322K -$40.2K -433 -9%
HPM
1661
Hoxton Planning & Management
West Virginia
$322K -$9.02K -97 -2%
NL
1662
NKCFO LLC
Illinois
$321K – – –
LWAM
1663
Legacy Wealth Asset Management
Minnesota
$319K +$23K +247 +6%
AIA
1664
Angeles Investment Advisors
California
$319K +$391K +4,207 New
WP
1665
Westmount Partners
California
$318K +$372 +4 +0.1%
CF
1666
Clarity Financial
Texas
$318K +$33.3K +358 +9%
RIA
1667
Realta Investment Advisors
Delaware
$317K +$24.4K +263 +7%
CPWA
1668
Cerro Pacific Wealth Advisors
California
$315K +$389K +4,184 New
DWM
1669
Defined Wealth Management
Oregon
$315K -$1.95K -21 -0.5%
PWM
1670
Prentice Wealth Management
New York
$315K -$25.3K -272 -6%
OPTFSNA
1671
Old Point Trust & Financial Services N A
Virginia
$315K – – –
FWA
1672
FSM Wealth Advisors
Ohio
$315K -$136K -1,462 -26%
OL
1673
Optas LLC
Texas
$314K -$250K -2,694 -39%
9WM
1674
9258 Wealth Management
Ohio
$312K -$26K -280 -6%
SAM
1675
Secure Asset Management
Michigan
$311K -$182K -1,956 -32%
65 66
67
68 69