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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1201
WP Advisors
California
$939K +$936K +9,456 New
NAM
1202
NorthCrest Asset Manangement
Minnesota
$938K -$491K -4,962 -37%
CAMV
1203
Concord Asset Management (Virginia)
Virginia
$938K -$550K -5,559 -37%
MCM
1204
Mengis Capital Management
Oregon
$933K -$28.8K -291 -3%
WI
1205
Westbourne Investments
Virginia
$932K +$930K +9,390 New
CWA
1206
Consilium Wealth Advisory
Texas
$928K +$926K +9,352 New
SAM
1207
Sawgrass Asset Management
Florida
$928K -$3.96K -40 -0.4%
GPA
1208
Guerra Pan Advisors
New Jersey
$928K -$175K -1,765 -16%
SEIA
1209
Signature Estate & Investment Advisors
California
$927K +$924K +9,329 New
AM
1210
AGF Management
Ontario, Canada
$922K -$103M -1,040,940 -99%
CCP
1211
Clarkston Capital Partners
Michigan
$920K +$125K +1,263 +16%
PWP
1212
Ponta Wealth Partners
Florida
$920K -$22.4K -226 -2%
WJWM
1213
Williams Jones Wealth Management
New York
$919K -$135K -1,361 -13%
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$911K -$990K -10,003 -52%
GCM
1215
Gables Capital Management
Florida
$909K +$504K +5,090 +125%
BGWM
1216
Bridge Generations Wealth Management
Florida
$905K -$98.7K -997 -10%
SCP
1217
Sender Company & Partners
New York
$894K +$891K +9,004 New
MAC
1218
Mason & Associates (California)
California
$893K +$292K +2,945 +49%
VA
1219
Valmark Advisers
Ohio
$892K -$39.5K -399 -4%
RAM
1220
Redmond Asset Management
Virginia
$891K -$40K -404 -4%
TC
1221
TownSquare Capital
Utah
$887K -$705K -7,124 -44%
WR
1222
WD Rutherford
Oregon
$881K -$1.02M -10,327 -54%
CCWM
1223
Correct Capital Wealth Management
Missouri
$881K +$386K +3,901 +79%
EWA
1224
EverSource Wealth Advisors
Alabama
$874K -$324K -3,270 -27%
SIG
1225
Sky Investment Group
Connecticut
$873K +$142K +1,430 +19%
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