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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1576
Holistic Planning
Texas
$285K +$262K +1,595 New
CIG
1577
Cascade Investment Group
Colorado
$284K +$261K +1,590 New
ACM
1578
Armbruster Capital Management
New York
$284K – – –
CRI
1579
Colonial River Investments
Virginia
$282K -$822 -5 -0.3%
AFT
1580
Alpha Family Trust
California
$282K – – –
FAP
1581
Financial Advisory Partners
Florida
$282K +$259K +1,575 New
PFA
1582
Pathway Financial Advisors
Vermont
$280K +$36.2K +220 +16%
SAM
1583
SP Asset Management
California
$278K +$16.4K +100 +7%
JWM
1584
Jackson Wealth Management
Florida
$278K +$256K +1,555 New
PGWM
1585
Parisi Gray Wealth Management
New Jersey
$276K +$13.2K +80 +5%
SIG
1586
Spinnaker Investment Group
California
$276K +$11.5K +70 +5%
CWM
1587
Chesapeake Wealth Management
Virginia
$275K -$13.2K -80 -5%
WI
1588
Wintrust Investments
Illinois
$274K -$2.21M -13,425 -90%
BFA
1589
Benedict Financial Advisors
Georgia
$273K – – –
HCM
1590
Hengehold Capital Management
Ohio
$271K – – –
WCM
1591
Windward Capital Management
California
$271K +$249K +1,515 New
VI
1592
Versor Investments
New York
$268K -$884K -5,375 -78%
SFS
1593
Sharp Financial Services
Pennsylvania
$268K -$20.6K -125 -8%
JWBC
1594
John W. Brooker & Co
California
$268K -$3.29K -20 -1%
EWA
1595
Encompass Wealth Advisors
Oregon
$268K – – –
PAM
1596
Palisade Asset Management
Minnesota
$268K – – –
PAM
1597
Paradigm Asset Management
New York
$268K – – –
SFC
1598
SYM Financial Corp
Indiana
$268K +$247K +1,500 New
OWP
1599
Obermeyer Wealth Partners
Colorado
$267K +$246K +1,495 New
KAM
1600
Knightsbridge Asset Management
California
$267K +$4.11K +25 +2%
62 63
64
65 66