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Name Holding Trade Value Shares
Change 		Change in
Stake
TKP
3176
Tallon Kerry Patrick
$374K +$317K +985 New
PS
3177
Planned Solutions
California
$373K -$25.4K -79 -8%
BTIM
3178
BancFirst Trust & Investment Management
Oklahoma
$373K – – –
VFG
3179
V2 Financial group
Illinois
$372K – – –
CWM
3180
Campbell Wealth Management
Virginia
$372K +$296K +921 New
PWM
3181
Praetorian Wealth Management
California
$372K +$296K +920 New
GIA
3182
GHP Investment Advisors
Colorado
$370K -$23.5K -73 -7%
WFAG
3183
Worth Financial Advisory Group
North Carolina
$370K -$33.8K -105 -10%
EA
3184
Emerald Advisors
Washington
$370K – – –
GWM
3185
Gray Wealth Management
Maine
$370K – – –
LC
3186
Lavaca Capital
Texas
$370K +$294K +915 New
CB
3187
Community Bank
New York
$370K +$2.25K +7 +0.8%
MWAM
3188
Manhattan West Asset Management
California
$369K -$237K -737 -45%
AGA
3189
Arkos Global Advisors
Texas
$369K +$33.8K +105 +13%
WMA
3190
Wealth Management Associates
New Jersey
$368K -$44.1K -137 -13%
BHWM
3191
Bar Harbor Wealth Management
New Hampshire
$368K – – –
DWM
3192
Dechtman Wealth Management
Colorado
$368K – – –
COCM
3193
Charter Oak Capital Management
New Hampshire
$368K +$293K +911 New
SFG
3194
SevenBridge Financial Group
Pennsylvania
$368K +$92K +286 +34%
OWM
3195
Opes Wealth Management
California
$367K -$153K -474 -34%
SIG
3196
Spinnaker Investment Group
California
$367K +$292K +908 New
SIA
3197
Sovereign Investment Advisors
Arizona
$366K +$292K +907 New
UL
3198
Unionview LLC
Washington
$366K +$292K +907 New
FWP
3199
Firethorn Wealth Partners
Georgia
$365K +$291K +904 New
SSWG
3200
Seven Springs Wealth Group
Tennessee
$364K +$290K +901 New
126 127
128
129 130