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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
2101
Sustainable Insight Capital Management
New York
$495K -$1.45M -7,271 -79%
MHR
2102
Matthew Hamilton Rosenberg
$495K -$13.2K -66 -3%
CS
2103
Cannell & Spears
New York
$495K +$378K +1,890 New
BCM
2104
Barden Capital Management
Texas
$494K -$55.6K -278 -13%
FSWA
2105
Financial Synergies Wealth Advisors
Texas
$494K -$179K -897 -32%
YIA
2106
YHB Investment Advisors
Connecticut
$492K -$26.6K -133 -7%
AWS
2107
AJ Wealth Strategies
New York
$490K +$34.6K +173 +10%
LHEI
2108
Leo H. Evart Inc
California
$490K – – –
EWM
2109
EPG Wealth Management
Georgia
$487K +$2.8K +14 +0.8%
SAM
2110
Simplify Asset Management
Nevada
$487K +$39.2K +196 +12%
KPWG
2111
KFA Private Wealth Group
Virginia
$487K +$14.6K +73 +4%
AC
2112
AlphaCore Capital
California
$487K +$150K +750 +68%
CWM
2113
Castle Wealth Management
Florida
$487K +$6.4K +32 +2%
EW
2114
Enzi Wealth
Texas
$485K +$800 +4 +0.2%
CG
2115
Cynosure Group
Utah
$485K +$370K +1,851 New
WT
2116
Washington Trust
Rhode Island
$484K +$224K +1,120 +154%
KFI
2117
Key Financial Inc
Pennsylvania
$483K +$83.8K +419 +29%
QFA
2118
Quantum Financial Advisors
California
$483K -$32.4K -162 -8%
TWM
2119
TMD Wealth Management
Arizona
$482K -$57.6K -288 -14%
CWA
2120
CJM Wealth Advisers
Virginia
$481K +$71K +355 +24%
AGA
2121
Accuvest Global Advisors
Utah
$481K -$4.72M -23,593 -93%
CCA
2122
Cobblestone Capital Advisors
New York
$480K +$24K +120 +7%
AWA
2123
Acorn Wealth Advisors
Michigan
$479K +$5.4K +27 +1%
CC
2124
Cadinha & Co
Hawaii
$478K -$80K -400 -18%
ASBI
2125
American State Bank (Iowa)
Iowa
$478K +$24.2K +121 +7%
83 84
85
86 87