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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1651
Means Investment Company
Maine
$230K – – –
PAM
1652
Private Asset Management
California
$230K +$11.6K +150 +5%
GCA
1653
Greenwood Capital Associates
South Carolina
$229K -$74.2K -964 -24%
SAM
1654
S.A. Mason
Michigan
$228K -$52K -675 -18%
BAM
1655
Boyar Asset Management
New York
$228K – – –
LFM
1656
Lumina Fund Management
New York
$228K – – –
AL
1657
Aspiriant LLC
California
$228K -$23K -298 -9%
LPT
1658
Legacy Private Trust
Wisconsin
$227K -$2.39K -31 -1%
CB
1659
Cadence Bank
Mississippi
$227K – – –
EWM
1660
EPG Wealth Management
Georgia
$226K -$4.54K -59 -2%
WA
1661
Wambolt & Associates
Colorado
$226K +$770 +10 +0.3%
OFG
1662
Oxford Financial Group
Indiana
$225K -$32.6K -423 -12%
ICP
1663
Interchange Capital Partners
Pennsylvania
$224K +$225K +2,918 New
MFG
1664
MidWestOne Financial Group
Iowa
$223K +$226K +2,936 New
FIM
1665
Freedom Investment Management
Connecticut
$223K -$225K -2,915 -50%
FFWM
1666
Future Financial Wealth Management
Ohio
$223K +$8.86K +115 +4%
FIA
1667
FNY Investment Advisers
New York
$221K -$695K -9,026 -76%
TWM
1668
Tradition Wealth Management
Minnesota
$221K +$99.7K +1,294 +80%
BBW
1669
Blue Barn Wealth
Utah
$221K +$224K +2,909 New
BC
1670
Burney Company
Virginia
$220K -$8.47K -110 -4%
DG
1671
DMC Group
Alabama
$220K +$225K +2,920 New
HCM
1672
Hollencrest Capital Management
California
$218K +$196K +2,548 +782%
SIGI
1673
Susquehanna International Group (Ireland)
Ireland
$218K +$221K +2,874 New
RCG
1674
Regatta Capital Group
California
$218K – – –
PWMG
1675
Pinnacle Wealth Management Group
Michigan
$217K -$49.7K -645 -18%
65 66
67
68 69