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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
2551
Bedell Frazier Investment Counselling
California
$1.51M -$41.5K -120 -3%
AFPL
2552
Advus Financial Partners, LLC
Florida
$1.51M -$91.7K -265 -6%
BDPWM
2553
Barnes Dennig Private Wealth Management
Ohio
$1.5M -$129K -374 -8%
BFG
2554
Birch Financial Group
New Hampshire
$1.5M +$180K +521 +13%
DTC
2555
Davidson Trust Company
Washington
$1.49M +$124K +359 +9%
SWM
2556
Shelton Wealth Management
Texas
$1.49M +$112K +323 +8%
CWMP
2557
Clarion Wealth Managment Partners
Virginia
$1.49M +$346 +1 +0%
RCM
2558
RMR Capital Management
California
$1.49M – – –
GIO
2559
Galilei Investment Office
United Kingdom
$1.49M – – –
FFG
2560
Fiduciary Financial Group
California
$1.48M -$8.65K -25 -0.6%
SFG
2561
Shum Financial Group
California
$1.48M +$1.5M +4,325 New
BWM
2562
BigSur Wealth Management
Florida
$1.47M – – –
IQI
2563
Integrated Quantitative Investments
Washington
$1.47M -$514K -1,485 -26%
RDFA
2564
Ritter Daniher Financial Advisory
Ohio
$1.47M +$1.3M +3,768 +711%
GCM
2565
Gallacher Capital Management
Colorado
$1.47M +$1.23M +3,546 +473%
PWP
2566
Phillips Wealth Planners
Mississippi
$1.47M +$116K +335 +9%
LAM
2567
Lewis Asset Management
California
$1.46M +$68.9K +199 +5%
TWP
2568
Triad Wealth Partners
Kansas
$1.46M +$73.4K +212 +5%
TWP
2569
Tempus Wealth Planning
California
$1.46M +$26K +75 +2%
CFIA
2570
Cantor Fitzgerald Investment Advisors
New York
$1.46M +$15.2K +44 +1%
AA
2571
Alpha Advisors
Virginia
$1.46M +$5.88K +17 +0.4%
PWMG
2572
Pinnacle Wealth Management Group
Michigan
$1.46M +$4.5K +13 +0.3%
TC
2573
Touchstone Capital
Pennsylvania
$1.46M +$1.48M +4,269 New
RFP
2574
Root Financial Partners
California
$1.46M +$107K +308 +8%
NSIM
2575
North Star Investment Management
Illinois
$1.46M +$1.73K +5 +0.1%
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