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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2376
Retirement Group
California
$352K +$333K +1,821 New
PAM
2377
Pegasus Asset Management
New York
$351K – – –
POIA
2378
Pin Oak Investment Advisors
Texas
$351K – – –
GKWIM
2379
Gerber Kawasaki Wealth & Investment Management
California
$351K +$6.39K +35 +2%
SLG
2380
Stanley-Laman Group
Pennsylvania
$351K +$53.9K +295 +19%
HCM
2381
Hutchinson Capital Management
California
$350K +$12.8K +70 +4%
ACG
2382
Allen Capital Group
Nebraska
$349K -$173K -947 -34%
MFW
2383
Mosaic Family Wealth
Missouri
$348K -$49.9K -273 -13%
TWP
2384
Tempus Wealth Planning
California
$348K – – –
BWM
2385
Biltmore Wealth Management
Arizona
$348K +$33.4K +183 +9%
HFA
2386
High Falls Advisors
New York
$348K +$329K +1,803 New
GGHC
2387
Gilder Gagnon Howe & Co
New York
$347K -$60.8K -333 -16%
RIA
2388
RPG Investment Advisory
California
$347K – – –
PRWA
2389
Platte River Wealth Advisors
Colorado
$346K +$320K +1,750 New
VAM
2390
Verity Asset Management
North Carolina
$345K -$252K -1,378 -30%
VAG
2391
VisionPoint Advisory Group
Texas
$345K -$48.4K -265 -13%
OL
2392
Optas LLC
Texas
$345K +$327K +1,788 New
SCA
2393
Sippican Capital Advisors
Massachusetts
$343K -$41.1K -225 -11%
PWM
2394
Paulson Wealth Management
Illinois
$343K +$101K +554 +45%
PFA
2395
Pinnacle Family Advisors
Missouri
$342K -$220K -1,205 -41%
PCFFS
2396
Pacific Center for Financial Services
California
$342K – – –
KFA
2397
Kelleher Financial Advisors
New York
$341K +$323K +1,766 New
LRIA
2398
Leonard Rickey Investment Advisors
Washington
$340K +$731 +4 +0.2%
GCA
2399
Greenwood Capital Associates
South Carolina
$336K +$318K +1,739 New
IAS
2400
Investment Advisory Services
Texas
$335K +$20.8K +114 +7%
94 95
96
97 98