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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2476
Truvestments Capital
Florida
$356K +$7.37K +31 +2%
CAM
2477
Carret Asset Management
New York
$356K -$53.5K -225 -14%
CG
2478
Clarus Group
Texas
$356K – – –
HT
2479
Heritage Trust
Oklahoma
$356K +$1.19K +5 +0.4%
BWM
2480
BlackDiamond Wealth Management
New York
$355K +$34.7K +146 +8%
GCA
2481
Genesee Capital Advisors
New York
$355K – – –
HGA
2482
Hobbs Group Advisors
South Carolina
$355K +$339K +1,427 New
FA
2483
FF Advisors
California
$354K +$339K +1,425 New
PMFA
2484
Plante Moran Financial Advisors
Michigan
$354K +$45.9K +193 +16%
HFW
2485
Horizon Family Wealth
Illinois
$354K +$338K +1,424 New
NF
2486
Nvest Financial
New Hampshire
$354K +$119K +500 +54%
UWPG
2487
Ullmann Wealth Partners Group
Florida
$353K +$73.2K +308 +28%
MCM
2488
Morton Capital Management
California
$352K -$8.56K -36 -2%
PAM
2489
Paradigm Asset Management
New York
$352K – – –
AA
2490
AF Advisors
California
$351K +$1.19K +5 +0.4%
EMFAT
2491
Emerald Mutual Fund Advisers Trust
Pennsylvania
$351K +$47.5K +200 +16%
MLFP
2492
MPS Loria Financial Planners
Illinois
$351K -$4.75K -20 -1%
KL
2493
KilterHowling LLC
Colorado
$350K +$443K +1,865 New
IEFM
2494
IQ EQ Fund Management
Ireland
$350K +$9.03K +38 +3%
PWSG
2495
Pacific Wealth Strategies Group
California
$350K -$92K -387 -22%
SCA
2496
Sage Capital Advisors
South Dakota
$349K +$42.1K +177 +14%
CC
2497
Courier Capital
New York
$349K +$2.7M +11,375 New
CA
2498
Callahan Advisors
Texas
$349K +$7.13K +30 +2%
SCA
2499
Sandy Cove Advisors
Massachusetts
$349K +$333K +1,403 New
MWA
2500
Motive Wealth Advisors
Michigan
$348K -$28K -118 -8%
98 99
100
101 102