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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1551
HCR Wealth Advisors
California
$491K -$38K -275 -9%
FM
1552
Family Management
New York
$491K +$26K +188 +7%
TF
1553
Trek Financial
Arizona
$490K +$388K +2,811 New
TCM
1554
Tuttle Capital Management
Connecticut
$489K -$1.22M -8,854 -76%
C
1555
Certuity
Florida
$489K – – –
YMRC
1556
Yorktown Management & Research Company
Virginia
$488K – – –
BFO
1557
Biltmore Family Office
North Carolina
$488K +$13.8K +100 +4%
LA
1558
LexAurum Advisors
Kansas
$487K -$42.8K -310 -10%
GWMIA
1559
Global Wealth Management Investment Advisory
Florida
$486K +$4.84K +35 +1%
AP
1560
Americana Partners
Texas
$485K -$133K -966 -26%
HAIM
1561
Hunter Associates Investment Management
Pennsylvania
$484K – – –
NP
1562
NorthRock Partners
Minnesota
$483K -$32.6K -236 -8%
GDP
1563
Great Diamond Partners
Maine
$482K -$75K -543 -16%
VCM
1564
Vivaldi Capital Management
Illinois
$482K -$70.5K -510 -17%
PWA
1565
Physician Wealth Advisors
Utah
$480K -$15.1K -109 -4%
FAB
1566
First American Bank
Illinois
$478K – – –
AAP
1567
Aristotle Atlantic Partners
Florida
$477K +$379K +2,741 New
CCFM
1568
Clear Creek Financial Management
Washington
$476K +$378K +2,733 New
FNBSF
1569
First National Bank Sioux Falls
South Dakota
$475K – – –
SC
1570
Sepio Capital
Utah
$472K -$137K -989 -27%
IA
1571
IFG Advisory
Georgia
$471K +$16.2K +117 +5%
LWAC
1572
Laurel Wealth Advisors (California)
California
$471K +$73K +528 +24%
JSL
1573
JT Stratford LLC
Georgia
$471K +$374K +2,705 New
GRP
1574
Global Retirement Partners
California
$469K -$29.3K -212 -7%
WC
1575
Weil Company
California
$467K – – –
61 62
63
64 65