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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1526
Spinnaker Trust
Maine
$425K -$19.5K -240 -4%
BFIM
1527
Beese Fulmer Investment Management
Ohio
$424K -$66.7K -819 -13%
KWM
1528
Keebeck Wealth Management
Illinois
$424K -$66K -811 -13%
JSW
1529
Journey Strategic Wealth
New Jersey
$424K +$443K +5,445 New
FMLI
1530
Fukoku Mutual Life Insurance
Japan
$424K – – –
CAL
1531
Capital Advisors Ltd
Ohio
$422K +$118K +1,443 +36%
CWM
1532
Cornerstone Wealth Management
Missouri
$422K +$43.4K +533 +11%
HGWM
1533
Horst & Graben Wealth Management
Oregon
$422K -$163 -2 -0%
IP
1534
Ignite Planners
California
$421K +$163 +2 +0%
LCS
1535
Levin Capital Strategies
New York
$420K – – –
PWP
1536
Private Wealth Partners
California
$420K +$16.3K +200 +4%
AF
1537
Aviso Financial
Ontario, Canada
$419K +$438K +5,378 New
MWM
1538
Modern Wealth Management
Kansas
$419K +$35.3K +433 +9%
SMH
1539
Sanders Morris Harris
Texas
$418K – – –
UAG
1540
United Advisor Group
Ohio
$417K +$51.6K +634 +13%
KAM
1541
Knightsbridge Asset Management
California
$414K +$3.83K +47 +0.9%
GWANC
1542
Guardian Wealth Advisors (North Carolina)
North Carolina
$413K +$12.8K +157 +3%
KTM
1543
Keeler Thomas Management
Utah
$412K +$228K +2,796 +124%
SPL
1544
Smart Portfolios LLC
Washington
$412K +$32.3K +397 +8%
MCM
1545
Mendel Capital Management
Arkansas
$412K -$6.51K -80 -1%
LSPW
1546
Lake Street Private Wealth
Illinois
$412K -$2.86M -35,132 -87%
RVPG
1547
Relative Value Partners Group
$412K -$1.8M -22,087 -81%
TSWM
1548
Triangle Securities Wealth Management
North Carolina
$411K +$4.97K +61 +1%
LJAC
1549
L.J. Altfest & Co
New York
$410K -$34.4K -422 -7%
TNA
1550
True North Advisors
Texas
$409K +$428K +5,252 New
60 61
62
63 64