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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1901
Squar Milner Financial Services
California
$894K -$129K -717 -13%
TIA
1902
Trust Investment Advisors
Indiana
$894K -$36K -200 -4%
OPCM
1903
Osborne Partners Capital Management
California
$894K -$28.3K -157 -3%
WI
1904
Wedgewood Investors
Pennsylvania
$892K -$9.01K -50 -1%
TIA
1905
Traphagen Investment Advisors
New Jersey
$885K +$901 +5 +0.1%
HWM
1906
Howard Wealth Management
Connecticut
$882K +$846K +4,698 New
RM
1907
Resource Management
Louisiana
$877K +$4.14K +23 +0.5%
AWE
1908
Avidian Wealth Enterprises
Texas
$877K +$131K +728 +18%
VF
1909
Virtu Financial
New York
$874K -$19.2M -106,357 -96%
JIR
1910
James Investment Research
Ohio
$871K +$37.5K +208 +5%
HCM
1911
Horiko Capital Management
New York
$870K – – –
WCM
1912
WealthBridge Capital Management
Ohio
$868K -$23.2K -129 -3%
BOPW
1913
Brandywine Oak Private Wealth
Pennsylvania
$868K -$14.8K -82 -2%
SAM
1914
S.A. Mason
Michigan
$866K +$831K +4,610 New
NED
1915
Nancy E. Dempze
$865K -$36K -200 -4%
PK
1916
Pflug Koory
Nebraska
$865K – – –
HFS
1917
Haverford Financial Services
Pennsylvania
$864K – – –
IC
1918
Intersect Capital
California
$861K +$280K +1,556 +51%
LA
1919
Lau Associates
Delaware
$860K -$12.3K -68 -1%
GD
1920
Grandfield & Dodd
New York
$859K – – –
MPIA
1921
Mountain Pacific Investment Advisers
Idaho
$857K – – –
BOS
1922
Bingham Osborn & Scarborough
California
$855K +$160K +888 +24%
BCA
1923
Berman Capital Advisors
Georgia
$852K +$102K +566 +14%
NNP
1924
Nachman Norwood & Parrott
South Carolina
$847K -$10.4K -58 -1%
PFGIA
1925
Patriot Financial Group Insurance Agency
Massachusetts
$847K +$55.9K +310 +7%
75 76
77
78 79