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Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
2151
Pavion Blue Capital
California
$207K – – –
WAM
2152
WNY Asset Management
New York
$206K – – –
CC
2153
Courier Capital
New York
$205K – – –
GFS
2154
GYL Financial Synergies
Connecticut
$205K – – –
WIA
2155
Westbourne Investment Advisors
Maryland
$204K – – –
SHGA
2156
Sand Hill Global Advisors
California
$204K +$17.6K +125 +9%
WP
2157
Wealthspan Partners
Iowa
$203K -$41.5K -295 -16%
AAS
2158
Annex Advisory Services
Wisconsin
$203K -$5.48K -39 -3%
MBFW
2159
Morton Brown Family Wealth
Pennsylvania
$203K -$3.79K -27 -2%
RCA
2160
Ranch Capital Advisors
Florida
$203K -$984 -7 -0.5%
PAG
2161
Private Advisory Group
Washington
$202K -$433K -3,084 -67%
BCFD
2162
Boit C.F. David
$202K – – –
CPIA
2163
Cornell Pochily Investment Advisors
New York
$202K – – –
GJCM
2164
Grand Jean Capital Management
California
$202K – – –
OCM
2165
Objective Capital Management
Ohio
$202K – – –
HCM
2166
Hilton Capital Management
New York
$202K +$40K +285 +23%
CWM
2167
C2C Wealth Management
Arizona
$201K -$31.5K -224 -13%
GLA
2168
Good Life Advisors
Pennsylvania
$201K +$281 +2 +0.1%
ACS
2169
Archford Capital Strategies
Illinois
$201K +$5.62K +40 +3%
VNA
2170
Valley National Advisers
Pennsylvania
$200K -$11.8K -84 -5%
BFS
2171
Bickling Financial Services
Massachusetts
$200K -$141 -1 -0.1%
RAM
2172
Riggs Asset Management
Pennsylvania
$198K – – –
WDL
2173
Well Done LLC
Michigan
$197K +$2.25K +16 +1%
AWA
2174
Aaron Wealth Advisors
Illinois
$197K -$92.5K -658 -31%
HWA
2175
Heritage Wealth Advisors
Virginia
$196K – – –
85 86
87
88 89