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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2126
Trellis Advisors
Washington
$340K – – –
BFWA
2127
Benchmark Financial Wealth Advisors
Florida
$340K +$27.3K +153 +8%
RIA
2128
RPG Investment Advisory
California
$339K -$2.67K -15 -0.8%
CF
2129
Corrigan Financial
Rhode Island
$338K – – –
TAM
2130
Tradition Asset Management
Virginia
$338K +$6.23K +35 +2%
CBA
2131
Coastal Bridge Advisors
Connecticut
$338K +$350K +1,963 New
ESBC
2132
E.S. Barr & Co
Kentucky
$336K – – –
ST
2133
Sabal Trust
Florida
$336K +$98.5K +553 +40%
BAAM
2134
Baker Avenue Asset Management
California
$331K +$343K +1,927 New
BWM
2135
Buckley Wealth Management
Nevada
$330K -$156K -878 -31%
TF
2136
Tompkins Financial
New York
$330K – – –
FFG
2137
Frisch Financial Group
New York
$330K +$82.8K +465 +32%
FNT
2138
First Nebraska Trust
Nebraska
$329K +$19.1K +107 +6%
HCM
2139
HGI Capital Management
New York
$328K – – –
VCM
2140
Versant Capital Management
Arizona
$327K -$27.6K -155 -8%
DHFB
2141
Dixon Hubard Feinour & Brown
Virginia
$322K – – –
BW
2142
Biegel & Waller
Maryland
$321K +$33.7K +189 +11%
SFG
2143
StrategIQ Financial Group
Indiana
$320K -$53.4K -300 -14%
CG
2144
Corundum Group
Colorado
$319K -$712 -4 -0.2%
AEPG
2145
American Economic Planning Group
New Jersey
$318K -$19.1K -107 -6%
AIA
2146
Alera Investment Advisors
Illinois
$318K +$44.5K +250 +16%
FFS
2147
Founders Financial Securities
Maryland
$318K +$85.5K +480 +35%
BP
2148
BBR Partners
New York
$317K -$241K -1,352 -42%
LJHT
2149
Laurie J. Hall Trustee
$316K – – –
FCA
2150
FLC Capital Advisors
California
$316K +$49.5K +278 +18%
84 85
86
87 88