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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1426
Callan Capital
California
$243K +$12.3K +215 +6%
JWM
1427
JFG Wealth Management
Colorado
$242K +$226K +3,946 New
CCA
1428
Cobblestone Capital Advisors
New York
$242K +$1.2K +21 +0.5%
GTAM
1429
Global Trust Asset Management
Florida
$242K +$11.9K +207 +6%
SQA
1430
Simon Quick Advisors
New Jersey
$241K -$15.2K -265 -6%
CT
1431
Columbia Trust
Oregon
$240K -$69.1K -1,206 -24%
SW
1432
Simplicity Wealth
New Jersey
$240K +$224K +3,915 New
SA
1433
SRH Advisors
Kansas
$240K +$63K +1,100 +39%
AFG
1434
Albion Financial Group
Utah
$240K -$21.9K -383 -9%
VC
1435
Veracity Capital
Georgia
$239K -$12.8K -223 -5%
GRP
1436
Global Retirement Partners
California
$237K +$3.44K +60 +1%
FBFS
1437
First Business Financial Services
Wisconsin
$236K -$30.9K -540 -12%
CC
1438
Courier Capital
New York
$236K – – –
BFO
1439
Boston Family Office
Massachusetts
$236K – – –
PWP
1440
Private Wealth Partners
California
$236K -$20.7K -362 -9%
IB
1441
Intrust Bank
Kansas
$236K +$220K +3,840 New
JSC
1442
Jackson Square Capital
California
$236K -$64.3K -1,122 -23%
SSA
1443
Schonfeld Strategic Advisors
New York
$235K -$6.91M -120,637 -97%
RIA
1444
Regal Investment Advisors
Michigan
$234K +$218K +3,814 New
OWA
1445
Octavia Wealth Advisors
Ohio
$234K +$14.9K +261 +7%
ESB
1446
Essex Savings Bank
Connecticut
$232K -$286 -5 -0.1%
LFA
1447
Laraway Financial Advisors
Minnesota
$230K – – –
OAM
1448
Oxford Asset Management
United Kingdom
$230K +$215K +3,745 New
VW
1449
Vance Wealth
California
$229K -$32.6K -569 -13%
MAM
1450
Mystic Asset Management
Rhode Island
$229K +$214K +3,735 New
56 57
58
59 60