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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2476
Waddell & Associates
Tennessee
$667K -$3K -14 -0.5%
MMHP
2477
Murphy Middleton Hinkle & Parker
Georgia
$667K – – –
CIP
2478
Convergence Investment Partners
Florida
$666K -$34.6K -161 -5%
AC
2479
Annandale Capital
Texas
$666K +$660K +3,073 New
PFA
2480
Pure Financial Advisors
California
$664K -$157K -731 -19%
TCPWM
2481
Traverso Chambers Private Wealth Management
California
$663K – – –
CANY
2482
Caxton Associates (New York)
New York
$662K -$1.49M -6,945 -69%
LWM
2483
Liberty Wealth Management
California
$662K -$775K -3,608 Closed
RWI
2484
Red Wave Investments
Pennsylvania
$662K -$3.65K -17 -0.6%
GIP
2485
Greatmark Investment Partners
Georgia
$662K – – –
PA
2486
Probity Advisors
Texas
$661K -$5.15K -24 -0.8%
KCM
2487
KRS Capital Management
Michigan
$659K +$654K +3,045 New
GC
2488
Garde Capital
Washington
$658K +$59K +275 +10%
SICM
2489
Sustainable Insight Capital Management
New York
$655K -$171K -795 -21%
MAM
2490
Marotta Asset Management
Virginia
$655K +$74.3K +346 +13%
BW
2491
Bison Wealth
Georgia
$652K -$129K -603 -17%
UMC
2492
United Maritime Capital
New York
$650K – – –
GCM
2493
Galibier Capital Management
Ontario, Canada
$650K +$644K +3,000 New
PCM
2494
Pennsylvania Capital Management
Pennsylvania
$650K +$644K +3,001 New
OPOWM
2495
One Plus One Wealth Management
Florida
$649K -$51.1K -238 -7%
BFA
2496
BMS Financial Advisors
South Dakota
$648K +$642K +2,991 New
FBC
2497
Fairfield, Bush & Co
Connecticut
$647K – – –
PGH
2498
Partners Group Holding
Switzerland
$647K – – –
GA
2499
GFS Advisors
Texas
$646K -$10.7K -50 -2%
CWS
2500
Cypress Wealth Services
California
$646K +$18.9K +88 +3%
98 99
100
101 102