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Name Holding Trade Value Shares
Change 		Change in
Stake
GAB
2226
German American Bancorp
Indiana
$316K -$34.2K -968 -10%
SFS
2227
Stiles Financial Services
Minnesota
$315K -$124K -3,518 -30%
PWM
2228
Partnership Wealth Management
Maryland
$315K +$263K +7,442 New
OPCM
2229
Osborne Partners Capital Management
California
$315K – – –
SCG
2230
Sonata Capital Group
Washington
$314K -$8.85K -250 -3%
BWA
2231
Beam Wealth Advisors
Louisiana
$311K +$2.05K +58 +0.7%
OAM
2232
Occidental Asset Management
California
$311K -$78.2K -2,210 -21%
SP
2233
Successful Portfolios
Florida
$311K +$54.2K +1,532 +23%
BOS
2234
Bank of Stockton
California
$310K -$66.6K -1,881 -19%
SPA
2235
Shore Point Advisors
New Jersey
$308K +$7.86K +222 +3%
LWM
2236
Lakeridge Wealth Management
Ohio
$308K +$289K +8,176 New
IP
2237
Intellectus Partners
California
$308K -$12.8K -363 -4%
VCG
2238
Vantage Consulting Group
Virginia
$308K -$58.6K -1,657 -17%
WC
2239
Weil Company
California
$307K -$149K -4,212 -34%
WC
2240
Wynn Capital
Georgia
$307K +$288K +8,140 New
SFG
2241
StrategIQ Financial Group
Indiana
$307K -$26.8K -757 -9%
VCM
2242
Vivaldi Capital Management
Illinois
$306K +$270K +7,626 New
SFG
2243
Sovereign Financial Group
Connecticut
$306K -$230K -6,514 -45%
BWAM
2244
Boyd Watterson Asset Management
Ohio
$306K -$1.98K -56 -0.7%
YIA
2245
YHB Investment Advisors
Connecticut
$304K -$463K -13,098 -62%
CAM
2246
Creekmur Asset Management
Illinois
$304K +$285K +8,066 New
SWP
2247
Semus Wealth Partners
Florida
$304K -$7.64K -216 -3%
LFA
2248
Laraway Financial Advisors
Minnesota
$304K +$18.2K +513 +7%
HG
2249
Harbor Group
New Hampshire
$304K -$7.92K -224 -3%
EIP
2250
Ellis Investment Partners
Pennsylvania
$304K -$23.4K -660 -8%
88 89
90
91 92