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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
526
Patton Fund Management
Texas
$271K +$240K +3,569 New
MPM
527
MBB Public Markets
Illinois
$270K -$57.6K -858 -19%
CWM
528
Connecticut Wealth Management
Connecticut
$270K – – –
EP
529
Essential Partners
California
$264K +$233K +3,470 New
SFI
530
Siemens Fonds Invest
Germany
$263K +$45.5K +678 +24%
CPA
531
Capital Performance Advisors
California
$261K -$138K -2,048 -37%
AFG
532
Atomi Financial Group
New York
$261K +$231K +3,436 New
BFA
533
Beaumont Financial Advisors
Massachusetts
$259K +$806 +12 +0.4%
FNFDCM
534
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$258K – – –
PA
535
Parallel Advisors
California
$256K +$98K +1,459 +77%
WAM
536
Wakefield Asset Management
Colorado
$254K – – –
PF
537
Phoenix Financial
Israel
$254K +$1.48K +22 +0.7%
IC
538
Iconiq Capital
California
$253K +$224K +3,329 New
SPIA
539
Steward Partners Investment Advisory
New York
$251K +$24.4K +363 +12%
LIP
540
Lighthouse Investment Partners
Florida
$251K +$222K +3,300 New
SC
541
Savant Capital
Illinois
$248K +$1.21K +18 +0.6%
CAG
542
Csenge Advisory Group
Florida
$247K +$233K +3,463 New
BWP
543
Balboa Wealth Partners
Arizona
$243K +$9.67K +144 +5%
NP
544
NorthRock Partners
Minnesota
$243K +$215K +3,196 New
HWM
545
HB Wealth Management
Georgia
$241K +$213K +3,178 New
RBFC
546
Roman Butler Fullerton & Co
Missouri
$241K +$190K +2,832 New
EWA
547
EverSource Wealth Advisors
Alabama
$241K +$23.6K +352 +12%
1WA
548
180 Wealth Advisors
Washington
$240K +$212K +3,162 New
NI
549
Natural Investments
California
$239K -$66.8K -994 -24%
IC
550
Inscription Capital
Texas
$236K +$209K +3,104 New
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