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Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2051
Osborne Partners Capital Management
California
$208K +$219K +2,117 New
VCM
2052
Vivaldi Capital Management
Illinois
$208K +$219K +2,117 New
KFGK
2053
Keystone Financial Group (Kentucky)
Kentucky
$208K -$23.7K -229 -10%
RAM
2054
Roanoke Asset Management
New Jersey
$207K +$218K +2,109 New
AFG
2055
Allegheny Financial Group
Pennsylvania
$206K -$21.9K -212 -9%
NIA
2056
NIA Impact Advisors
California
$206K +$217K +2,102 New
AIC
2057
Archer Investment Corporation
Indiana
$206K -$10.1K -98 -4%
TFP
2058
Tilia Fiduciary Partners
North Carolina
$206K +$217K +2,100 New
RWP
2059
Revolve Wealth Partners
New Jersey
$206K +$217K +2,099 New
WPW
2060
Waldron Private Wealth
Pennsylvania
$206K -$1.18M -11,413 -84%
OP
2061
ORG Partners
Indiana
$205K +$23.3K +225 +12%
BWP
2062
Baldwin Wealth Partners
Massachusetts
$205K -$41.2K -399 -16%
CPA
2063
Capital Performance Advisors
California
$204K +$215K +2,082 New
FFIC
2064
First Fiduciary Investment Counsel
Ohio
$204K -$9.33M -90,246 -98%
CFG
2065
CKW Financial Group
Hawaii
$204K – – –
PMG
2066
Private Management Group
California
$204K +$215K +2,078 New
DACG
2067
Donor Advised Charitable Giving
California
$204K +$215K +2,075 New
BSHC
2068
Breed's Hill Capital
Massachusetts
$202K +$213K +2,059 New
EIP
2069
Ellis Investment Partners
Pennsylvania
$202K +$213K +2,057 New
ACS
2070
Archford Capital Strategies
Illinois
$201K +$212K +2,054 New
CP
2071
Castleview Partners
Texas
$201K +$197K +1,901 +1,259%
AW
2072
Atlas Wealth
Ohio
$201K +$212K +2,050 New
ALA
2073
Atlas Legacy Advisors
California
$201K +$212K +2,049 New
CAM
2074
CPA Asset Management
Florida
$200K +$211K +2,043 New
BC
2075
Burney Company
Virginia
$200K +$211K +2,039 New
81 82
83
84 85