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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1601
SSI Investment Management
California
$404K – – –
EPWM
1602
Essex Private Wealth Management
Massachusetts
$402K -$3.01K -12 -0.7%
PHIMC
1603
Private Harbour Investment Management & Counsel
Ohio
$401K -$151K -600 -25%
PIC
1604
Platt Investment Counsel
Florida
$401K – – –
BDF
1605
Black Diamond Financial
Maryland
$401K +$18.8K +75 +4%
JCM
1606
JS Capital Management
New York
$401K +$452K +1,800 New
SI
1607
Scharf Investments
California
$401K +$452K +1,800 New
SSWM
1608
Sheets Smith Wealth Management
North Carolina
$400K -$9.04K -36 -2%
NWS
1609
Newport Wealth Strategies
California
$400K +$21.8K +87 +5%
IWA
1610
Inspirion Wealth Advisors
Illinois
$399K – – –
FWM
1611
Fairhaven Wealth Management
Illinois
$399K +$49K +195 +12%
ACM
1612
AlphaStar Capital Management
North Carolina
$397K -$10.5K -42 -2%
EWM
1613
EPG Wealth Management
Georgia
$397K -$753 -3 -0.2%
FF
1614
FourThought Financial
Florida
$396K -$175K -699 -28%
BSSFA
1615
Baron Silver Stevens Financial Advisors
Florida
$396K -$138K -549 -24%
MFW
1616
Meristem Family Wealth
Minnesota
$394K – – –
SC
1617
Sierra Capital
Florida
$394K +$444K +1,770 New
HIP
1618
HUB Investment Partners
Texas
$393K -$30.9K -123 -7%
SFO
1619
Stokes Family Office
Louisiana
$393K +$108K +432 +33%
FFN
1620
Focus Financial Network
Minnesota
$392K -$3.16M -12,567 -88%
RCM
1621
RB Capital Management
Nevada
$392K -$162K -645 -27%
EFSCE
1622
Enterprise Financial Services Corp (EFSC)
Missouri
$392K +$74.6K +297 +20%
PWA
1623
Peterson Wealth Advisors
Utah
$391K -$163K -651 -27%
FFA
1624
Fragasso Financial Advisors
Pennsylvania
$391K -$133K -531 -23%
WA
1625
Winfield Associates
Ohio
$391K +$49K +195 +13%
63 64
65
66 67