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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3351
Crane Advisory
California
$235K +$185K +5,560 New
LW
3352
Libra Wealth
California
$235K +$185K +5,560 New
MAM
3353
McCarthy Asset Management
California
$235K +$185K +5,560 New
JJBC
3354
James J. Burns & Company
New York
$234K +$184K +5,530 New
SWM
3355
Sanctuary Wealth Management
Idaho
$234K +$184K +5,530 New
FFWM
3356
Future Financial Wealth Management
Ohio
$234K +$183K +5,520 New
CC
3357
Cornerstone Capital
California
$233K +$183K +5,510 New
SHFA
3358
SC&H Financial Advisors
Maryland
$233K +$183K +5,500 New
PTB
3359
Pioneer Trust Bank
Oregon
$233K +$183K +5,500 New
BBWA
3360
Bell & Brown Wealth Advisors
California
$233K +$182K +5,490 New
CIC
3361
Chilton Investment Company
Connecticut
$232K +$182K +5,490 New
BFA
3362
Brendel Financial Advisors
New Hampshire
$232K +$182K +5,490 New
OPCM
3363
Osborne Partners Capital Management
California
$232K -$156K -4,690 -46%
VC
3364
Veery Capital
Delaware
$231K +$182K +5,470 New
SPWM
3365
Schrum Private Wealth Management
Florida
$231K +$181K +5,450 New
GIM
3366
Guild Investment Management
California
$230K +$181K +5,440 New
SFG
3367
SNS Financial Group
Minnesota
$230K +$181K +5,440 New
COCM
3368
Charter Oak Capital Management
New Hampshire
$230K +$181K +5,440 New
MG
3369
Meritage Group
California
$230K +$180K +5,430 New
TFP
3370
Tilia Fiduciary Partners
North Carolina
$230K -$16.9K -510 -9%
ARIS
3371
Advanced Research Investment Solutions
California
$228K +$179K +5,400 New
CSWM
3372
Cassady Schiller Wealth Management
Ohio
$228K +$13.6K +410 +8%
SFA
3373
Seneca Financial Advisors
New York
$228K +$179K +5,390 New
BRM
3374
Boston Research & Management
Massachusetts
$228K +$179K +5,400 New
VP
3375
Verum Partners
North Carolina
$227K +$179K +5,380 New
133 134
135
136 137