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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2576
Cooper Financial Group
California
$303K -$297K -5,699 -49%
ACP
2577
Aviance Capital Partners
Florida
$302K +$37.4K +716 +14%
FA
2578
Fountainhead AM
New Jersey
$301K -$61.4K -1,176 -17%
GAM
2579
Gemmer Asset Management
California
$301K -$45K -862 -13%
SAM
2580
SP Asset Management
California
$301K +$20.6K +395 +8%
LTI
2581
Laffer Tengler Investments
Tennessee
$301K – – –
BWFA
2582
Baltimore-Washington Financial Advisors
Maryland
$300K -$22.4K -430 -7%
SFS
2583
Summit Financial Strategies
Ohio
$299K -$136K -2,616 -31%
GIP
2584
Greatmark Investment Partners
Georgia
$298K – – –
VWA
2585
VERITY Wealth Advisors
United States
$298K – – –
WDL
2586
Well Done LLC
Michigan
$297K -$49.7K -952 -14%
RIS
2587
Retirement Income Solutions
Michigan
$297K -$1.41K -27 -0.5%
HCA
2588
Harbour Capital Advisors
Virginia
$296K -$48.3K -925 -14%
LFA
2589
Landmark Financial Advisors
Kentucky
$296K +$60.2K +1,154 +25%
RWG
2590
Regal Wealth Group
California
$295K -$2.77K -53 -0.9%
CCM
2591
Chiron Capital Management
Florida
$295K +$60K +1,150 +25%
ACA
2592
Atlas Capital Advisors
Wyoming
$294K -$163K -3,133 -36%
AA
2593
Aufman Associates
Pennsylvania
$294K +$939 +18 +0.3%
BBW
2594
Blue Barn Wealth
Utah
$294K +$295K +5,652 New
KWM
2595
Keebeck Wealth Management
Illinois
$293K -$4.07K -78 -1%
TLCM
2596
Twin Lakes Capital Management
California
$293K +$1.25K +24 +0.4%
BMM
2597
Buffington Mohr McNeal
Idaho
$292K -$112K -2,138 -28%
PCMC
2598
Paragon Capital Management (Colorado)
Colorado
$292K – – –
TAM
2599
Townsend Asset Management
North Carolina
$290K -$32.7K -627 -10%
MCM
2600
Morton Capital Management
California
$289K +$291K +5,568 New
102 103
104
105 106