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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2151
Legacy Bridge
Iowa
$460K +$23.2K +400 +5%
SBWIC
2152
Schaper Benz & Wise Investment Counsel
Wisconsin
$459K – – –
SHWM
2153
Silicon Hills Wealth Management
Texas
$458K – – –
AFC
2154
AFT Forsyth & Company
Florida
$457K -$46.5K -800 -9%
RSC
2155
Red Spruce Capital
Pennsylvania
$457K – – –
TW
2156
Towerpoint Wealth
California
$456K +$12.5K +215 +3%
CFO
2157
CVA Family Office
Colorado
$456K +$73.6K +1,266 +20%
TCM
2158
Tuttle Capital Management
Connecticut
$456K +$445K +7,666 New
RWM
2159
RKL Wealth Management
Pennsylvania
$455K +$85.1K +1,464 +24%
TF
2160
Trek Financial
Arizona
$454K +$581 +10 +0.1%
NA
2161
Navellier & Associates
Nevada
$453K -$100K -1,724 -18%
CCM
2162
Carlson Capital Management
Minnesota
$453K -$11.6K -199 -3%
GCAC
2163
Guardian Capital Advisors (Canada)
Ontario, Canada
$453K -$6.68K -115 -1%
EGM
2164
Engineers Gate Manager
New York
$452K +$442K +7,600 New
HCM
2165
Hollencrest Capital Management
California
$451K -$10.2K -176 -2%
FSC
2166
Full Sail Capital
Oklahoma
$451K -$5K -86 -1%
SB
2167
Sunflower Bank
Texas
$451K +$31.9K +549 +8%
BL
2168
Balentine LLC
Georgia
$451K +$69.7K +1,199 +19%
OLA
2169
Oliver Luxxe Assets
New Jersey
$451K +$134K +2,314 +44%
WAG
2170
Winthrop Advisory Group
Massachusetts
$450K -$3.89K -67 -0.9%
CIC
2171
Chase Investment Counsel
Virginia
$448K -$87.8K -1,512 -17%
MW
2172
Marcum Wealth
Ohio
$448K -$52.4K -902 -11%
PGAM
2173
Princeton Global Asset Management
New Jersey
$447K -$138K -2,367 -24%
SRSA
2174
S.R. Schill & Associates
Washington
$447K – – –
MWC
2175
MBM Wealth Consultants
Missouri
$447K +$11.1K +191 +3%
85 86
87
88 89