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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3076
Washburn Capital Management
Florida
$263K +$15K +45 +5%
KFC
3077
Klingenstein Fields & Co
New York
$263K -$194K -583 -37%
BWM
3078
Birchcreek Wealth Management
Ohio
$261K +$6.67K +20 +2%
LWMI
3079
Legacy Wealth Management (Idaho)
Idaho
$261K +$39.7K +119 +13%
NAMNJ
3080
NorthStar Asset Management (New Jersey)
New Jersey
$261K +$39K +117 +13%
DWS
3081
Discipline Wealth Solutions
South Carolina
$261K +$4.33K +13 +1%
SO
3082
Sierra Ocean
California
$260K -$27.7K -83 -8%
BHWM
3083
Bay Harbor Wealth Management
Maryland
$260K +$9.66K +29 +3%
ATWA
3084
Arbor Trust Wealth Advisors
Michigan
$260K -$16K -48 -5%
NRWA
3085
North Ridge Wealth Advisors
Oregon
$260K -$95.6K -287 -22%
FA
3086
FF Advisors
California
$260K -$667 -2 -0.2%
BWP
3087
Barlow Wealth Partners
Kentucky
$260K -$1K -3 -0.3%
CIA
3088
Cape Investment Advisory
Georgia
$259K -$110K -331 -25%
CG
3089
Carmignac Gestion
France
$259K -$167K -500 -33%
PHIMC
3090
Private Harbour Investment Management & Counsel
Ohio
$259K -$133K -400 -29%
IFA
3091
Interactive Financial Advisors
Illinois
$259K – – –
MAM
3092
MMA Asset Management
Pennsylvania
$259K – – –
AWM
3093
Aries Wealth Management
Maine
$259K +$24.3K +73 +8%
PW
3094
Pandora Wealth
Illinois
$259K +$333K +1,000 New
WWP
3095
Wise Wealth Partners
Arizona
$259K +$333K +999 New
TIM
3096
Tortoise Investment Management
New York
$259K -$98.3K -295 -23%
PI
3097
Pachira Investments
California
$259K -$29K -87 -8%
RWM
3098
Reston Wealth Management
Virginia
$257K +$14.3K +43 +5%
IF
3099
Ironwood Financial
Arizona
$257K +$70.3K +211 +27%
OC
3100
Optima Capital
Oregon
$257K +$48.7K +146 +17%
122 123
124
125 126