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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
2476
Sand Hill Global Advisors
California
$249K -$69.7K -1,849 -23%
THWM
2477
Taylor Hoffman Wealth Management
Virginia
$249K -$476K -12,644 -67%
KC
2478
Kenfarb & Co
Kentucky
$248K – – –
GA
2479
GFS Advisors
Texas
$248K – – –
NL
2480
Navalign LLC
California
$247K -$50.6K -1,343 -18%
MIM
2481
Merrion Investment Management
New Jersey
$247K +$1.13K +30 +0.5%
HGWM
2482
Horst & Graben Wealth Management
Oregon
$246K +$2.49K +66 +1%
CWM
2483
CarsonAllaria Wealth Management
Illinois
$246K +$2.79K +74 +1%
SLT
2484
St Louis Trust
Missouri
$246K +$19.3K +513 +9%
PP
2485
Pacifica Partners
Canada
$245K – – –
OLVIG
2486
Oliver Lagore Vanvalin Investment Group
Michigan
$245K -$48.3K -1,282 -17%
MRCM
2487
M&R Capital Management
New Jersey
$245K -$13.5K -357 -5%
ECM
2488
Exchange Capital Management
Michigan
$244K -$12.2K -325 -5%
OWA
2489
Opal Wealth Advisors
New York
$244K -$51.7K -1,371 -18%
BOM
2490
Bank of Marin
California
$244K -$18.2K -482 -7%
UWM
2491
USAdvisors Wealth Management
Minnesota
$243K +$8.48K +225 +4%
PTB
2492
Pioneer Trust Bank
Oregon
$243K +$232K +6,166 New
CCI
2493
Credit Capital Investments
New Jersey
$243K – – –
FPGK
2494
Financial Partners Group (Kansas)
Kansas
$242K -$56.6K -1,501 -20%
HFA
2495
High Falls Advisors
New York
$242K +$24.1K +640 +12%
MPM
2496
Meritage Portfolio Management
Kansas
$242K -$2.34M -62,187 -91%
SC
2497
Sierra Capital
Florida
$242K +$106K +2,815 +85%
FBFS
2498
First Business Financial Services
Wisconsin
$241K +$230K +6,106 New
ACH
2499
ArrowMark Colorado Holdings
Colorado
$241K – – –
TFGT
2500
TS Financial Group (TSFG)
Illinois
$240K +$565 +15 +0.2%
98 99
100
101 102