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Name Holding Trade Value Shares
Change 		Change in
Stake
HJMC
2951
Hellman Jordan Management Company
Massachusetts
$564K -$9.2M -58,380 -94%
FCFC
2952
First Citizens Financial Corp
Iowa
$564K – – –
LCM
2953
Landscape Capital Management
New Jersey
$564K +$564K +3,580 New
MWM
2954
MinichMacGregor Wealth Management
New York
$560K +$50.4K +320 +10%
DACG
2955
Donor Advised Charitable Giving
California
$557K -$88.3K -560 -14%
TCM
2956
Towercrest Capital Management
Pennsylvania
$557K -$31.5K -200 -5%
CG
2957
Corundum Group
Colorado
$557K +$91.4K +580 +20%
CFN
2958
Cordasco Financial Network
Florida
$556K -$12.6K -80 -2%
FL
2959
Fort LP
Maryland
$554K +$555K +3,520 New
WU
2960
Wealthsimple US
New York
$551K +$6.31K +40 +1%
AWM
2961
Absher Wealth Management
North Carolina
$548K -$22.1K -140 -4%
PFG
2962
PAX Financial Group
Texas
$545K +$31.5K +200 +6%
TIM
2963
Total Investment Management
Arizona
$543K +$72.5K +460 +15%
MCM
2964
Mattern Capital Management
Colorado
$542K -$47.3K -300 -8%
AWMG
2965
Alliance Wealth Management Group
New Jersey
$542K -$31.5K -200 -5%
PAM
2966
Palisade Asset Management
Minnesota
$542K +$12.6K +80 +2%
LD
2967
Lipe & Dalton
New York
$542K +$94.6K +600 +21%
CWAF
2968
Core Wealth Advisors (Florida)
Florida
$535K -$117K -740 -18%
PC
2969
Peavine Capital
Nevada
$535K – – –
GA
2970
Gateway Advisory
New Jersey
$535K +$9.46K +60 +2%
DC
2971
Derby & Company
Massachusetts
$535K +$120K +760 +29%
TP
2972
Truvvo Partners
New York
$533K -$880K -5,580 -62%
ST
2973
Sabal Trust
Florida
$532K – – –
VIMU
2974
Veritas Investment Management (UK)
United Kingdom
$529K – – –
GSIS
2975
Global Strategic Investment Solutions
Arizona
$529K +$139K +880 +35%
117 118
119
120 121