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Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1826
McGowan Group Asset Management
Texas
$330K +$1.64K +14 +0.5%
LWAM
1827
Legacy Wealth Asset Management
Minnesota
$329K +$349K +2,980 New
AC
1828
Apella Capital
Connecticut
$328K +$348K +2,974 New
AWM
1829
Ameliora Wealth Management
Switzerland
$328K -$271K -2,315 -44%
NQWM
1830
Northwest Quadrant Wealth Management
Oregon
$328K +$702 +6 +0.2%
SGWM
1831
Sterling Group Wealth Management
California
$327K – – –
FFG
1832
Frisch Financial Group
New York
$327K -$43K -368 -11%
SC
1833
Sierra Capital
Florida
$327K – – –
PPW
1834
Pasadena Private Wealth
California
$327K – – –
GIP
1835
Greatmark Investment Partners
Georgia
$326K – – –
DIM
1836
Delta Investment Management
California
$325K – – –
FC
1837
Fulcrum Capital
Washington
$324K -$46.8K -400 -12%
CBA
1838
Coastal Bridge Advisors
Connecticut
$324K +$234 +2 +0.1%
CVM
1839
Cheviot Value Management
California
$323K +$33.9K +290 +11%
RB
1840
Rodgers Brothers
Pennsylvania
$323K +$342K +2,923 New
KWM
1841
Kolinsky Wealth Management
New Jersey
$322K -$117 -1 -0%
AFAS
1842
Acorn Financial Advisory Services
Virginia
$322K +$2.57K +22 +0.8%
ST
1843
Sentinel Trust
Texas
$322K – – –
SOAG
1844
Silver Oak Advisory Group
Oregon
$321K -$21.5K -184 -6%
CAL
1845
Capital Analysts LLC
Pennsylvania
$320K +$1.05K +9 +0.3%
BWA
1846
Bordeaux Wealth Advisors
California
$320K -$9.47K -81 -3%
BWP
1847
BSW Wealth Partners
Colorado
$319K -$594K -5,079 -64%
OPW
1848
Oxler Private Wealth
New York
$318K -$11.6K -99 -3%
GC
1849
Gilbert & Cook
Iowa
$316K +$334K +2,860 New
ES
1850
Eagle Strategies
New York
$312K +$234 +2 +0.1%
72 73
74
75 76