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Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
1701
Oak Harvest Investment Services
Texas
$25.5M +$1.8M +7,631 +8%
TBBL
1702
True Blue (BVI) Ltd
$25.5M +$24M +101,800 New
MC
1703
Montag & Caldwell
Georgia
$25.5M -$1.82M -7,725 -7%
GA
1704
GSG Advisors
New Jersey
$25.4M -$629K -2,671 -3%
AIMA
1705
Ables Iannone Moore & Associates
Georgia
$25.4M -$236K -1,002 -1%
SWM
1706
Stockman Wealth Management
Montana
$25.4M -$264K -1,121 -1%
PCG
1707
PFC Capital Group
California
$25.3M -$550K -2,335 -2%
BA
1708
Ballast Advisors
Minnesota
$25.3M -$499K -2,117 -2%
FA
1709
Financial Avengers
California
$25.2M -$2.93M -12,422 -11%
PP
1710
PDS Planning
Ohio
$25.2M +$246K +1,045 +1%
SOS
1711
Silver Oak Securities
Tennessee
$25.2M +$4.81M +20,396 +26%
CP
1712
CenterBook Partners
Connecticut
$25.2M +$1M +4,261 +4%
BPC
1713
Bearing Point Capital
Minnesota
$25.1M +$23.7M +100,366 New
BIG
1714
Brooklyn Investment Group
New York
$25.1M +$1.61M +6,821 +7%
ST
1715
Sentinel Trust
Texas
$25M -$141K -598 -0.6%
NCM
1716
Nelson Capital Management
California
$25M +$407K +1,726 +2%
JCM
1717
Jacobi Capital Management
Pennsylvania
$24.9M +$1.09M +4,616 +5%
CPA
1718
Capital Planning Advisors
California
$24.9M -$129K -547 -0.5%
AMG
1719
Asset Management Group
Connecticut
$24.9M -$103K -437 -0.4%
PDL
1720
Portfolio Design Labs
California
$24.9M +$4.68M +19,850 +25%
JWM
1721
Jeppson Wealth Management
California
$24.9M -$140K -593 -0.6%
CCM
1722
CloudAlpha Capital Management
Hong Kong
$24.8M +$23.4M +99,218 New
M
1723
MOTCO
Texas
$24.8M -$796K -3,378 -3%
TIA
1724
Traphagen Investment Advisors
New Jersey
$24.8M +$122K +516 +0.5%
CFP
1725
Catalyst Financial Partners
Massachusetts
$24.8M +$566K +2,403 +2%
67 68
69
70 71