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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2526
D'Orazio & Associates
Virginia
$671K +$20.8K +96 +3%
OIA
2527
Optimum Investment Advisors
Illinois
$669K -$15.4K -71 -2%
PHIC
2528
Pine Haven Investment Counsel
Massachusetts
$668K +$89.8K +415 +16%
AC
2529
AlphaCore Capital
California
$667K +$651K +3,009 New
CF
2530
Copperwynd Financial
Arizona
$666K -$26.2K -121 -4%
KCM
2531
KRS Capital Management
Michigan
$664K -$10.8K -50 -2%
SC
2532
Saiph Capital
New Jersey
$662K +$12.3K +57 +2%
SFG
2533
SNS Financial Group
Minnesota
$662K -$33.3K -154 -5%
FBC
2534
Fairfield, Bush & Co
Connecticut
$662K – – –
PGH
2535
Partners Group Holding
Switzerland
$662K – – –
SWA
2536
SOA Wealth Advisors
New York
$658K -$40.4K -187 -6%
FOA
2537
Five Oceans Advisors
California
$658K +$25.7K +119 +4%
SAM
2538
Secure Asset Management
Michigan
$658K +$62.9K +291 +11%
RW
2539
REDW Wealth
New Mexico
$657K – – –
SRC
2540
Sage Rhino Capital
California
$655K +$50K +231 +8%
KW
2541
KWB Wealth
California
$654K -$63.8K -295 -9%
MAM
2542
Marotta Asset Management
Virginia
$653K -$16.4K -76 -3%
WDL
2543
Well Done LLC
Michigan
$652K -$8K -37 -1%
MTIC
2544
Missouri Trust & Investment Company
Missouri
$650K -$94.1K -435 -13%
EIP
2545
Ellis Investment Partners
Pennsylvania
$650K +$398K +1,841 +168%
LIA
2546
LBMC Investment Advisors
Tennessee
$649K -$42.2K -195 -6%
MSA
2547
Marino Stram & Associates
Massachusetts
$648K +$26.6K +123 +4%
WCA
2548
Westover Capital Advisors
Delaware
$647K -$54.1K -250 -8%
ESBC
2549
E.S. Barr & Co
Kentucky
$645K -$6.71K -31 -1%
PCG
2550
Private Capital Group
Connecticut
$644K -$160K -738 -20%
100 101
102
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