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Name Holding Trade Value Shares
Change 		Change in
Stake
UCMOK
1801
United Capital Management of KS
Kansas
$15.6M +$373K +2,221 +3%
CCM
1802
Consolidated Capital Management
California
$15.5M -$2.31M -13,754 -13%
IP
1803
Isthmus Partners
Wisconsin
$15.5M -$7.57K -45 -0.1%
SWIM
1804
Smallwood Wealth Investment Management
New Jersey
$15.5M +$47.3K +281 +0.3%
W
1805
WealthOne
New York
$15.4M +$745K +4,428 +5%
SFS
1806
Strategic Financial Services
New York
$15.4M -$27.7K -165 -0.2%
PWPS
1807
Pinnacle Wealth Planning Services
Ohio
$15.4M +$1.64M +9,778 +12%
KFA
1808
Kelleher Financial Advisors
New York
$15.4M -$301K -1,788 -2%
BCM
1809
Bowie Capital Management
Texas
$15.4M -$336K -2,000 -2%
DI
1810
DFPG Investments
Utah
$15.4M +$4.95M +29,446 +46%
CWC
1811
Carolinas Wealth Consulting
North Carolina
$15.3M -$512K -3,045 -3%
IWP
1812
Icon Wealth Partners
Texas
$15.3M +$3.22M +19,126 +28%
SAM
1813
Smithbridge Asset Management
Pennsylvania
$15.3M -$1.13M -6,719 -7%
FEG
1814
Financial Enhancement Group
Indiana
$15.3M -$4.51M -26,832 -23%
GAMH
1815
Greenwoods Asset Management (HK)
Hong Kong
$15.3M +$14.7M +87,400 New
WCM
1816
Wisconsin Capital Management
Wisconsin
$15.2M -$689K -4,095 -4%
NC
1817
NBW Capital
Massachusetts
$15.2M -$4.07M -24,177 -22%
ZB
1818
Zions Bancorporation
Utah
$15.2M +$1.14M +6,788 +8%
CAC
1819
Core Alternative Capital
Georgia
$15.2M +$2.79M +16,613 +24%
XS
1820
XR Securities
Illinois
$15.1M +$5.36M +31,879 +58%
QCIG
1821
Quad-Cities Investment Group
Iowa
$15.1M -$295K -1,753 -2%
BIM
1822
Baldwin Investment Management
Pennsylvania
$15.1M -$1.11M -6,583 -7%
ZIG
1823
Zuckerman Investment Group
Illinois
$15.1M +$1.85K +11 +0%
LD
1824
Lipe & Dalton
New York
$15.1M -$190K -1,131 -1%
EIM
1825
Ervin Investment Management
Washington
$15M -$192K -1,141 -1%
71 72
73
74 75