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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4301
Payne Capital Management
New York
$3.07M +$2.89M +12,276 New
FTA
4302
Financial & Tax Architects
Missouri
$3.07M +$224K +949 +8%
GIM
4303
Groesbeck Investment Management
New Jersey
$3.07M -$259K -1,101 -8%
ODA
4304
One Degree Advisors
California
$3.07M -$214K -909 -6%
PIA
4305
Panoramic Investment Advisors
Colorado
$3.07M +$484K +2,054 +20%
KSWWM
4306
Keyes Stange & Wooten Wealth Management
Florida
$3.06M -$34.6K -147 -1%
CPW
4307
Catalyst Private Wealth
California
$3.06M -$112K -476 -4%
HIW
4308
Holos Integrated Wealth
Pennsylvania
$3.06M +$2.88M +12,206 New
PWM
4309
Penobscot Wealth Management
Maine
$3.05M +$48.3K +205 +2%
SC
4310
Swan Capital
Florida
$3.05M +$3.06K +13 +0.1%
PCM
4311
Palouse Capital Management
Washington
$3.05M +$84.6K +359 +3%
RS
4312
Retirement Solution
Washington
$3.05M -$4.87M -20,679 -63%
AA
4313
AlphaMark Advisors
Kentucky
$3.05M -$76.8K -326 -3%
CC
4314
Climber Capital
Switzerland
$3.04M +$2.86M +12,148 New
LOIP
4315
Live Oak Investment Partners
Texas
$3.04M – – –
RK
4316
Rather & Kittrell
Tennessee
$3.04M -$478K -2,030 -14%
WN
4317
Williams & Novak
California
$3.03M -$141K -597 -5%
RI
4318
RWWM Inc
California
$3.03M +$113K +480 +4%
WAM
4319
Weinberger Asset Management
California
$3.03M -$471 -2 -0%
RCWM
4320
Red Crane Wealth Management
California
$3.03M +$2.85M +12,081 New
CCA
4321
Carrera Capital Advisors
Michigan
$3.03M +$404K +1,714 +17%
AIP
4322
Alexis Investment Partners
Texas
$3.01M +$2.82M +11,972 New
PWAC
4323
Private Wealth Advisors (California)
California
$3.01M +$2.12K +9 +0.1%
SAM
4324
Soviero Asset Management
New York
$3.01M -$1.89M -8,000 -40%
LOAMU
4325
Lombard Odier Asset Management (USA)
New York
$3.01M -$707K -3,000 -20%
171 172
173
174 175