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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3201
Winslow Asset Management
Ohio
$363K – – –
TLCM
3202
Twin Lakes Capital Management
California
$362K – – –
ODA
3203
One Degree Advisors
California
$362K – – –
CPW
3204
Catalyst Private Wealth
California
$362K -$64.7K -201 -18%
PCP
3205
Panoramic Capital Partners
Oregon
$362K +$288K +896 New
EWA
3206
Emergent Wealth Advisors
New York
$360K +$9.65K +30 +3%
WH
3207
Wallace Hart
Kentucky
$360K +$287K +892 New
WTB
3208
Washington Trust Bank
Washington
$360K +$8.04K +25 +3%
NAMNJ
3209
NorthStar Asset Management (New Jersey)
New Jersey
$359K -$9.65K -30 -3%
AP
3210
Appleton Partners
Massachusetts
$359K -$67.6K -210 -19%
FCM
3211
Fogel Capital Management
Florida
$359K +$3.54K +11 +1%
MAM
3212
Marotta Asset Management
Virginia
$358K +$304K +945 New
HIMC
3213
Heritage Investors Management Corp
Maryland
$358K – – –
AFIA
3214
America First Investment Advisors
Nebraska
$358K +$19.9K +62 +8%
SWM
3215
Shelton Wealth Management
Texas
$358K +$285K +886 New
CS
3216
Capital Square
Tennessee
$358K +$20.9K +65 +8%
WFPG
3217
Waller Financial Planning Group
Ohio
$357K -$63.1K -196 -18%
CP
3218
Clarendon Private
Massachusetts
$357K +$285K +885 New
HWM
3219
Heirloom Wealth Management
Colorado
$357K -$322 -1 -0.1%
T
3220
TrueFG
Texas
$357K +$1.93K +6 +0.7%
CIP
3221
Capital Insight Partners
Arizona
$357K +$284K +884 New
IW
3222
Instrumental Wealth
Florida
$357K +$29.3K +91 +9%
HOWA
3223
Heritage Oak Wealth Advisors
Florida
$356K -$860K -2,672 -75%
CWA
3224
Carolina Wealth Advisors
South Carolina
$356K -$138K -429 -33%
RT
3225
Rockland Trust
Massachusetts
$356K – – –
127 128
129
130 131