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Name Holding Trade Value Shares
Change 		Change in
Stake
HEIP
2126
Hudson Edge Investment Partners
New Jersey
$294K -$4.02M -119,041 -93%
LWM
2127
Lodestone Wealth Management
Washington
$293K +$25.2K +747 +9%
TMWM
2128
Taylor & Morgan Wealth Management
Michigan
$293K -$5.51K -163 -2%
PPWM
2129
Paragon Private Wealth Management
Kentucky
$293K +$12.1K +359 +4%
CJFS
2130
Coulter & Justus Financial Services
Tennessee
$292K +$83K +2,457 +37%
SWM
2131
Selective Wealth Management
Virginia
$292K -$8.82K -261 -3%
GCIA
2132
Gabelli & Co Investment Advisers
New York
$292K -$33.8K -1,000 -10%
WTB
2133
Washington Trust Bank
Washington
$291K -$7.91K -234 -3%
OCM
2134
One Capital Management
California
$291K -$104K -3,066 -25%
JJBC
2135
James J. Burns & Company
New York
$291K -$7.97K -236 -3%
RGC
2136
Roberts, Glore & Co
Illinois
$291K -$18.3K -542 -6%
TFA
2137
Triad Financial Advisors
North Carolina
$291K +$10.5K +311 +4%
CC
2138
Cadinha & Co
Hawaii
$290K -$71.1K -2,103 -19%
MAM
2139
Meeder Asset Management
Ohio
$290K -$44.7K -1,323 -13%
FA
2140
Faithward Advisors
Pennsylvania
$289K -$58.5K -1,730 -18%
PCA
2141
Private Capital Advisors
Connecticut
$289K – – –
TCOK
2142
Trust Company of Kansas
Kansas
$289K +$46.6K +1,379 +18%
SFG
2143
StrategIQ Financial Group
Indiana
$288K -$14.6K -432 -5%
PWA
2144
Provenance Wealth Advisors
Florida
$288K +$300K +8,881 New
AWM
2145
Accel Wealth Management
Iowa
$288K -$52.3K -1,548 -15%
HWA
2146
Heritage Wealth Advisors
Virginia
$287K -$11.2K -331 -4%
CCG
2147
Chatham Capital Group
Georgia
$287K -$3.21K -95 -1%
SIS
2148
Sound Income Strategies
Florida
$287K +$56.1K +1,660 +23%
HWA
2149
HCR Wealth Advisors
California
$285K -$13.5K -401 -4%
PFA
2150
Petra Financial Advisors
Colorado
$285K +$50.6K +1,498 +21%
84 85
86
87 88