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Name Holding Trade Value Shares
Change 		Change in
Stake
VST
3376
Van Strum & Towne
California
$396K +$41.2K +260 +11%
HCL
3377
Heard Capital LLC
Illinois
$396K +$263K +1,660 +184%
CFN
3378
Cordasco Financial Network
Florida
$395K +$9.51K +60 +2%
OLA
3379
Oliver Luxxe Assets
New Jersey
$393K -$47.6K -300 -11%
DWA
3380
Dougherty Wealth Advisers
Minnesota
$393K – – –
TWP
3381
Tempus Wealth Planning
California
$393K +$162K +1,020 +67%
RWG
3382
Ratio Wealth Group
Colorado
$393K +$69.7K +440 +21%
SFA
3383
Seneca Financial Advisors
New York
$393K +$95.1K +600 +31%
VIMU
3384
Veritas Investment Management (UK)
United Kingdom
$390K -$133K -840 -25%
HR
3385
Hardy Reed
Mississippi
$390K +$399K +2,520 New
VV
3386
Verity & Verity
South Carolina
$387K – – –
PCFFS
3387
Pacific Center for Financial Services
California
$387K +$12.7K +80 +3%
MIAS
3388
Mason Investment Advisory Services
Virginia
$387K -$1.59M -10,040 -80%
GCM
3389
Gibraltar Capital Management
Oklahoma
$386K +$6.34K +40 +2%
ACM
3390
Anfield Capital Management
California
$384K -$88.8K -560 -18%
CWM
3391
Curi Wealth Management
North Carolina
$383K +$63.4K +400 +19%
SLWS
3392
Swaine & Leidel Wealth Services
Florida
$381K -$85.6K -540 -18%
CM
3393
Capital Management
Virginia
$381K -$6.34K -40 -2%
MWC
3394
MKD Wealth Coaches
Michigan
$381K – – –
MPW
3395
MA Private Wealth
California
$381K +$57.1K +360 +17%
TWA
3396
TPB Wealth Advisors
Texas
$380K – – –
GCIG
3397
Grand Central Investment Group
Florida
$377K -$41.2K -260 -10%
BBHBI
3398
B, B, H, & B Inc
Alabama
$377K – – –
SAM
3399
Satovsky Asset Management
New York
$377K – – –
OPWM
3400
Oakwell Private Wealth Management
Texas
$377K +$31.7K +200 +9%
134 135
136
137 138