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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2151
Noesis Capital Mangement
Florida
$317K -$116K -5,120 -26%
EGWAG
2152
Elwood & Goetz Wealth Advisory Group
Georgia
$317K +$182 +8 +0.1%
CCT
2153
Chemung Canal Trust
New York
$316K – – –
GGS
2154
Galvin Gaustad & Stein
Arizona
$316K +$2.43K +107 +0.7%
MWM
2155
Maltin Wealth Management
New Jersey
$315K -$154K -6,792 -32%
FNWM
2156
Financial Network Wealth Management
Utah
$315K -$114K -5,010 -26%
STC
2157
Sarah T. Connolly
$315K -$6.03K -265 -2%
LCM
2158
LCM Capital Management
Illinois
$315K -$4.66K -205 -1%
WCM
2159
Wedge Capital Management
North Carolina
$314K -$79.3K -3,485 -19%
IGGA
2160
Iron Gate Global Advisors
Utah
$313K -$9.01K -396 -3%
MA
2161
Mezzasalma Advisors
New Jersey
$313K – – –
GFPC
2162
Global Financial Private Client
Florida
$313K +$3.39K +149 +1%
PMG
2163
Private Management Group
California
$311K -$91.3K -4,016 -22%
HHGA
2164
Halbert Hargrove Global Advisors
California
$311K -$10.4K -458 -3%
DAM
2165
Doheny Asset Management
California
$311K – – –
JCM
2166
Janney Capital Management
Pennsylvania
$311K – – –
DA
2167
Duality Advisers
Florida
$311K +$325K +14,294 New
PFA
2168
Professional Financial Advisors
Nebraska
$310K +$7.12K +313 +2%
MWP
2169
Meridian Wealth Partners
Pennsylvania
$310K +$31.7K +1,394 +11%
USAA
2170
United Services Automobile Association
Texas
$309K -$69.6K -3,060 -18%
BWL
2171
Bogart Wealth LLC
Virginia
$309K -$48.4K -2,127 -13%
LFA
2172
Legacy Financial Advisors
Kentucky
$309K +$29.1K +1,278 +10%
TPW
2173
Tiller Private Wealth
Pennsylvania
$308K -$18.4K -809 -5%
DIM
2174
Delta Investment Management
California
$308K -$1.8K -79 -0.6%
SWAG
2175
Spectrum Wealth Advisory Group
California
$308K +$42.2K +1,855 +15%
85 86
87
88 89