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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
3201
RWWM Inc
California
$380K +$257 +4 +0.1%
IFO
3202
Independent Family Office
New York
$380K +$333K +5,180 New
JFG
3203
JMG Financial Group
Illinois
$376K +$4.12K +64 +1%
CMA
3204
Cedar Mountain Advisors
Oregon
$375K +$329K +5,112 New
SCCM
3205
Schafer Cullen Capital Management
New York
$373K – – –
LPWM
3206
Lake Point Wealth Management
Texas
$373K +$327K +5,076 New
CJA
3207
C-J Advisory
California
$370K +$5.66K +88 +2%
DP
3208
Denver PWM
Colorado
$367K -$4.38K -68 -1%
HCM
3209
Howard Capital Management
Georgia
$363K +$6.69K +104 +2%
GPA
3210
Guidance Point Advisors
Massachusetts
$361K +$14.2K +220 +5%
RCIM
3211
Red Cedar Investment Management
Michigan
$361K +$317K +4,924 New
CIM
3212
Confluence Investment Management
Missouri
$360K -$27K -420 -5%
HWA
3213
Heritage Way Advisors
Illinois
$359K +$2.57K +40 +0.8%
CBOR
3214
Community Bank of Raymore
Missouri
$356K +$19.3K +300 +7%
FF
3215
Fluent Financial
Texas
$354K -$1.32M -20,516 -81%
SFS
3216
Searcy Financial Services
Kansas
$353K +$9.78K +152 +3%
PCM
3217
Perkins Capital Management
Minnesota
$352K – – –
WHRC
3218
W.H. Reaves & Co
New Jersey
$352K – – –
PWM
3219
Provident Wealth Management
Tennessee
$352K +$309K +4,800 New
SMG
3220
Smart Money Group
Texas
$349K +$14.7K +228 +5%
DC
3221
Derby & Company
Massachusetts
$346K +$7.72K +120 +3%
HWA
3222
Heartwood Wealth Advisors
Virginia
$346K +$303K +4,708 New
TAIM
3223
TD Ameritrade Investment Management
Nebraska
$345K -$19.3K -300 -6%
MTCM
3224
Mint Tower Capital Management
Netherlands
$344K +$302K +4,688 New
LC
3225
Loews Corp
New York
$338K -$116K -1,800 -28%
127 128
129
130 131