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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2151
Appleton Partners
Massachusetts
$285K -$36.4K -1,078 -11%
OCM
2152
Orion Capital Management
California
$285K -$43.9K -1,300 -13%
TA
2153
TKG Advisors
Indiana
$283K +$35.5K +1,051 +14%
RPCONE
2154
Retirement Planning Company of New England
Rhode Island
$283K -$21.8K -644 -7%
EIP
2155
Ellis Investment Partners
Pennsylvania
$282K -$19.1K -566 -6%
IWN
2156
Independent Wealth Network
Iowa
$281K +$14.7K +435 +5%
NFG
2157
Nadler Financial Group
Illinois
$280K +$2.5K +74 +0.9%
GCAC
2158
Guardian Capital Advisors (Canada)
Ontario, Canada
$280K – – –
CAM
2159
Cypress Asset Management
Texas
$280K -$681K -20,155 -70%
CG
2160
Clarus Group
Texas
$279K -$65.4K -1,936 -18%
BMC
2161
Benin Management Corp
Connecticut
$279K – – –
AWM
2162
Affinity Wealth Management
Delaware
$279K -$13.2K -390 -4%
TLFA
2163
True Link Financial Advisors
California
$278K +$8.14K +241 +3%
SCG
2164
Sonata Capital Group
Washington
$278K +$1.15K +34 +0.4%
PAA
2165
Peregrine Asset Advisers
Oregon
$277K +$289K +8,556 New
ATI
2166
Act Two Investors
California
$277K +$289K +8,543 New
SIC
2167
Sterling Investment Counsel
New York
$277K +$60.9K +1,802 +27%
RTC
2168
Riverview Trust Company
Washington
$277K +$101K +2,988 +54%
IP
2169
Intellectus Partners
California
$276K -$39.9K -1,180 -12%
RSVP
2170
Ramsay Stattman Vela & Price
Colorado
$276K – – –
WAM
2171
Weinberger Asset Management
California
$274K +$270 +8 +0.1%
BAM
2172
Byrne Asset Management
New Jersey
$273K -$14K -415 -5%
SMA
2173
Seven Mile Advisory
New Jersey
$271K +$98.7K +2,921 +54%
GGS
2174
Galvin Gaustad & Stein
Arizona
$271K +$6.59K +195 +2%
SWP
2175
Summit Wealth Partners
Florida
$271K +$25.7K +761 +10%
85 86
87
88 89