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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1451
Appleton Partners
Massachusetts
$220K -$19.3K -79 -8%
ISFAN
1452
Investor's Fiduciary Advisor Network
Washington
$220K +$226K +925 New
OAM
1453
Occidental Asset Management
California
$219K +$27.8K +114 +14%
LBC
1454
Lowe Brockenbrough & Co
Virginia
$218K – – –
QFW
1455
QTR Family Wealth
Florida
$218K +$223K +913 New
WWM
1456
Western Wealth Management
Colorado
$217K -$17.8K -73 -7%
FCM
1457
Family Capital Management
Michigan
$217K – – –
GBT
1458
Grove Bank & Trust
Florida
$216K +$2.44K +10 +1%
CF
1459
Copperwynd Financial
Arizona
$215K +$221K +904 New
UFF
1460
USA Financial Formulas
Michigan
$215K -$2.4M -9,822 -92%
CWM
1461
Cherrydale Wealth Management
New Jersey
$215K – – –
SS
1462
Sunbelt Securities
Texas
$214K -$39.1K -160 -14%
GFPC
1463
Global Financial Private Client
Florida
$214K -$2.2K -9 -1%
TCBWMS
1464
Texas Capital Bank Wealth Management Services
Texas
$211K +$217K +887 New
RWM
1465
Riverbend Wealth Management
South Carolina
$211K +$216K +885 New
SI
1466
Saxon Interests
Texas
$210K – – –
JCM
1467
Jacobsen Capital Management
Utah
$210K +$5.62K +23 +3%
TW
1468
Traveka Wealth
California
$210K -$7.81K -32 -4%
FHA
1469
First Horizon Advisors
Tennessee
$210K -$37.1K -152 -15%
3IP
1470
3Chopt Investment Partners
Virginia
$209K -$33.7K -138 -14%
BWP
1471
Baldwin Wealth Partners
Massachusetts
$209K -$488 -2 -0.2%
GIA
1472
GHP Investment Advisors
Colorado
$208K -$2.2K -9 -1%
EHC
1473
Everett Harris & Co
California
$208K – – –
IC
1474
Iconiq Capital
California
$207K +$15.9K +65 +8%
FSA
1475
Franklin Street Advisors
North Carolina
$207K – – –
57 58
59
60 61