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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2176
Sonora Investment Management
Arizona
$308K +$56.7K +200 +20%
JF
2177
JSF Financial
California
$307K +$335K +1,179 New
DI
2178
DAGCO Inc
Ohio
$306K – – –
PBC
2179
Pavion Blue Capital
California
$305K – – –
FMI
2180
F/M Investments
District of Columbia
$304K -$3.69M -13,011 -92%
EL
2181
EMFO LLC
Florida
$304K -$241K -850 -42%
AWM
2182
Accel Wealth Management
Iowa
$304K +$8.51K +30 +3%
SFG
2183
Sovereign Financial Group
Connecticut
$304K +$331K +1,168 New
KCM
2184
Kanawha Capital Management
Virginia
$303K +$2.55K +9 +0.8%
HWMA
2185
Heritage Wealth Management (Arizona)
Arizona
$303K +$20.1K +71 +6%
TA
2186
Trellis Advisors
Washington
$301K – – –
RWM
2187
Raffa Wealth Management
District of Columbia
$300K +$3.12K +11 +1%
GC
2188
Gruss & Co
Florida
$299K -$14.2K -50 -4%
WA
2189
Waddell & Associates
Tennessee
$298K – – –
ACH
2190
ArrowMark Colorado Holdings
Colorado
$297K -$77.5K -273 -19%
RA
2191
Resolute Advisors
California
$297K – – –
SIMG
2192
Stephens Investment Management Group
Texas
$297K – – –
LDFR
2193
Lehman & Derafelo Financial Resources
Pennsylvania
$296K -$108K -380 -25%
RZH
2194
Relyea Zuckerberg Hanson
Connecticut
$296K +$59.6K +210 +23%
CP
2195
Corbenic Partners
Pennsylvania
$295K – – –
VV
2196
Verity & Verity
South Carolina
$295K – – –
BAM
2197
Berkshire Asset Management
Pennsylvania
$295K +$3.69K +13 +1%
BCP
2198
Blue Chip Partners
Michigan
$295K +$321K +1,133 New
BWM
2199
Baystate Wealth Management
Massachusetts
$294K -$1.14K -4 -0.4%
FP
2200
Financial Perspectives
Minnesota
$294K – – –
86 87
88
89 90