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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2351
Bordeaux Wealth Advisors
California
$250K -$44K -2,780 -12%
OCM
2352
Orion Capital Management
California
$250K +$31.6K +2,000 +11%
AIA
2353
Alera Investment Advisors
Illinois
$249K -$66.1K -4,180 -17%
GCA
2354
Greenwood Capital Associates
South Carolina
$249K -$15.2K -960 -4%
KFC
2355
Klingenstein Fields & Co
New York
$249K +$324K +20,510 New
NB
2356
Northwest Bancshares
Pennsylvania
$248K – – –
HPWM
2357
High Pines Wealth Management
Massachusetts
$248K +$88.1K +5,570 +38%
GA
2358
Greenspring Advisors
Maryland
$247K +$38.6K +2,440 +14%
HWMA
2359
Heritage Wealth Management (Arizona)
Arizona
$247K +$56.6K +3,580 +21%
SIC
2360
Sterling Investment Counsel
New York
$246K -$47.3K -2,990 -13%
FMP
2361
Financial Management Professionals
Texas
$245K -$99K -6,260 -24%
AAP
2362
Arax Advisory Partners
Colorado
$245K -$38.6K -2,440 -11%
BCP
2363
Berkeley Capital Partners
Georgia
$243K -$27K -1,710 -8%
TVAMP
2364
Tennessee Valley Asset Management Partners
Tennessee
$242K -$31.5K -1,990 -9%
OWA
2365
Opal Wealth Advisors
New York
$242K -$17.5K -1,110 -5%
LCM
2366
LVM Capital Management
Michigan
$242K +$7.43K +470 +2%
MHWM
2367
Montz Harcus Wealth Management
Louisiana
$242K +$47.9K +3,030 +18%
FPB
2368
First PREMIER Bank
South Dakota
$242K +$252K +15,920 +398%
MCP
2369
Mirador Capital Partners
California
$241K -$432K -27,300 -58%
RZH
2370
Relyea Zuckerberg Hanson
Connecticut
$240K -$111K -7,010 -26%
CPW
2371
Catalyst Private Wealth
California
$240K -$2.69K -170 -0.9%
PAM
2372
Peak Asset Management
Colorado
$240K +$66.4K +4,200 +27%
PPWM
2373
Paragon Private Wealth Management
Kentucky
$239K -$32.9K -2,080 -10%
PWA
2374
Phoenix Wealth Advisors
North Carolina
$239K -$22.3K -1,410 -7%
HWM
2375
Hemington Wealth Management
Virginia
$239K -$632 -40 -0.2%
93 94
95
96 97