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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2901
Denver PWM
Colorado
$268K -$134K -2,744 -35%
JWM
2902
Janiczek Wealth Management
Colorado
$265K +$975 +20 +0.4%
TAM
2903
Trust Asset Management
Texas
$265K +$261K +5,348 New
SCA
2904
Stuart Chaussee & Associates
California
$262K +$32.2K +660 +14%
LPWM
2905
Lake Point Wealth Management
Texas
$260K – – –
PI
2906
Pachira Investments
California
$259K +$975 +20 +0.4%
TFA
2907
Transamerica Financial Advisors
Florida
$259K +$255K +5,228 New
SCCM
2908
Schafer Cullen Capital Management
New York
$258K -$333K -6,840 -57%
LFDLE
2909
La Financiere de L'Echiquier
France
$258K -$214K -4,400 -46%
FPIS
2910
Financial Planning & Information Services
Wisconsin
$252K +$9.74K +200 +4%
JFG
2911
JMG Financial Group
Illinois
$250K – – –
EBSAM
2912
Eubel Brady & Suttman Asset Management
Ohio
$249K -$585 -12 -0.2%
VCM
2913
Virtue Capital Management
Tennessee
$247K -$428K -8,784 -64%
SAM
2914
Shamrock Asset Management
Texas
$247K – – –
CJA
2915
C-J Advisory
California
$245K +$975 +20 +0.4%
HCM
2916
Howard Capital Management
Georgia
$243K -$2.34K -48 -1%
BAM
2917
Boyar Asset Management
New York
$241K – – –
HWA
2918
Heritage Way Advisors
Illinois
$240K – – –
IC
2919
Iconiq Capital
California
$240K +$780 +16 +0.3%
HWM
2920
Highwater Wealth Management
Colorado
$239K -$272K -5,592 -54%
NOCM
2921
Night Owl Capital Management
Connecticut
$239K -$127K -2,612 -35%
AIA
2922
Armor Investment Advisors
North Carolina
$239K -$43.7K -896 -16%
BAMG
2923
Brand Asset Management Group
Missouri
$239K +$23.4K +480 +11%
PCM
2924
Perkins Capital Management
Minnesota
$238K – – –
WHRC
2925
W.H. Reaves & Co
New Jersey
$238K – – –
115 116
117
118 119