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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2101
Commonwealth Financial Services
West Virginia
$455K +$170K +4,037 +55%
RPC
2102
Rossmore Private Capital
Connecticut
$454K -$53.9K -1,277 -10%
CI
2103
Cherokee Insurance
Michigan
$452K +$477K +11,300 New
CA
2104
Capital Advantage
California
$452K -$119K -2,815 -20%
OL
2105
OneFund LLC
Florida
$451K +$9.24K +219 +2%
RCI
2106
RS Crum Inc
California
$450K – – –
CPBTD
2107
Central Pacific Bank - Trust Division
Hawaii
$450K -$340K -8,060 -42%
MWA
2108
Medallion Wealth Advisors
Connecticut
$449K +$450K +10,662 New
MPAM
2109
Murphy Pohlad Asset Management
Minnesota
$449K -$26.8K -636 -5%
LBC
2110
Leigh Baldwin & Co
New York
$449K +$473K +11,220 New
RS
2111
Rakuten Securities
Japan
$449K +$290K +6,874 +158%
CCM
2112
Crabel Capital Management
California
$447K +$472K +11,183 New
IPWA
2113
International Private Wealth Advisors
California
$446K +$15.4K +365 +3%
VHAM
2114
Van Hulzen Asset Management
California
$445K -$21.3K -504 -4%
CRWM
2115
Castle Rock Wealth Management
California
$445K -$77.8K -1,844 -15%
PCP
2116
Proficio Capital Partners
Massachusetts
$445K +$184K +4,360 +64%
DA
2117
Detalus Advisors
Missouri
$443K -$149K -3,538 -24%
QL
2118
Quarry LP
New York
$442K +$297K +7,051 +176%
MA
2119
MKT Advisors
California
$442K -$68.7K -1,628 -12%
RSWM
2120
Robertson Stephens Wealth Management
California
$442K -$60.2K -1,428 -11%
BCA
2121
Bay Capital Advisors
Virginia
$440K +$465K +11,014 New
SBF
2122
Sara-Bay Financial
Florida
$440K -$125K -2,961 -21%
WRPWM
2123
Werba Rubin Papier Wealth Management
California
$440K +$633 +15 +0.1%
BWM
2124
Bullock Wealth Management
Indiana
$440K -$4.6K -109 -1%
PI
2125
PineBridge Investments
New York
$439K -$8.49M -201,354 -95%
83 84
85
86 87