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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2551
Evanson Asset Management
California
$256K +$5.56K +137 +2%
BLAM
2552
Bourne Lent Asset Management
New York
$256K +$4.06K +100 +2%
TAP
2553
TSG Advice Partners
Ohio
$256K +$255K +6,276 New
SFGP
2554
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$255K -$10.7K -264 -4%
AA
2555
Addison Advisors
Vermont
$255K -$16.2K -400 -6%
SPW
2556
Sonoma Private Wealth
California
$255K -$3.65K -90 -1%
CWA
2557
Crux Wealth Advisors
California
$253K -$29.6K -729 -10%
AWMM
2558
Aegis Wealth Management (Maryland)
Maryland
$253K -$13.4K -330 -5%
AFG
2559
Artesa Financial Group
Texas
$253K +$252K +6,211 New
MAA
2560
Mraz Amerine & Associates
California
$253K – – –
GIA
2561
GHP Investment Advisors
Colorado
$252K -$11.8K -290 -4%
YWM
2562
Yoder Wealth Management
California
$252K +$1.42K +35 +0.6%
LWA
2563
Lantern Wealth Advisors
New York
$252K -$333K -8,198 -57%
MWM
2564
Mindset Wealth Management
Indiana
$251K +$3K +74 +1%
NFA
2565
Northwest Financial Advisors
Virginia
$251K -$56.6K -1,396 -18%
SP
2566
Successful Portfolios
Florida
$250K +$16.3K +401 +7%
FWTB
2567
First Western Trust Bank
Colorado
$250K +$14.3K +352 +6%
AWA
2568
Acorn Wealth Advisors
Michigan
$250K -$12.9K -317 -5%
PAA
2569
Peregrine Asset Advisers
Oregon
$249K -$29.4K -725 -11%
AFW
2570
Atlantic Family Wealth
Florida
$249K -$92.6K -2,284 -27%
ACH
2571
ArrowMark Colorado Holdings
Colorado
$249K – – –
FC
2572
Financial Consulate
Maryland
$249K -$26.4K -652 -10%
NPAN
2573
Northeast Planning Associates NH
New Hampshire
$248K -$811 -20 -0.3%
MAM
2574
MMA Asset Management
Pennsylvania
$248K -$195K -4,815 -44%
CWM
2575
Collaborative Wealth Management
Florida
$248K +$247K +6,091 New
101 102
103
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