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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1676
Doheny Asset Management
California
$383K -$97.5K -1,137 -22%
FAT
1677
First American Trust
California
$381K +$21.9K +255 +7%
IP
1678
Investment Partners
Ohio
$381K -$3.95K -46 -1%
RFN
1679
RDA Financial Network
Iowa
$380K -$36.9K -430 -10%
WW
1680
Waterfront Wealth
Kansas
$380K +$7.89K +92 +2%
CAP
1681
Columbia Advisory Partners
Washington
$379K -$46.9K -547 -12%
GSC
1682
G&S Capital
Colorado
$379K -$2.06K -24 -0.6%
HWP
1683
Hibernia Wealth Partners
Louisiana
$379K +$333K +3,887 New
WCM
1684
Windward Capital Management
California
$379K -$2.06K -24 -0.6%
SCA
1685
Scott Capital Advisors
Oregon
$377K +$172 +2 +0.1%
BWP
1686
Balboa Wealth Partners
Arizona
$375K -$19.9K -232 -6%
CGH
1687
CMG Global Holdings
Texas
$375K – – –
LPAM
1688
Lodestar Private Asset Management
California
$374K +$17.2K +201 +6%
SCP
1689
Stevens Capital Partners
Nebraska
$371K -$13.1K -153 -4%
IA
1690
IFG Advisors
Missouri
$370K – – –
CBT
1691
CoreFirst Bank & Trust
Kansas
$368K – – –
HWAM
1692
Hennion & Walsh Asset Management
New Jersey
$367K +$78K +909 +32%
SIC
1693
SFE Investment Counsel
California
$367K -$36.5K -425 -10%
LA
1694
Latitude Advisors
Florida
$367K -$27.3K -318 -8%
GSEP
1695
Golden State Equity Partners
California
$366K -$29K -338 -8%
RA
1696
Ransom Advisory
Rhode Island
$366K -$714K -8,319 -69%
GWI
1697
Grace & White Inc
New York
$366K – – –
FFBTD
1698
First Financial Bank - Trust Division
Ohio
$365K -$101K -1,183 -24%
SFG
1699
SevenBridge Financial Group
Pennsylvania
$365K +$41.9K +488 +15%
PWM
1700
Palumbo Wealth Management
New York
$365K +$172 +2 +0.1%
66 67
68
69 70