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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3976
Wealthstream Advisors
New York
$216K -$143K -1,451 -36%
DWM
3977
Dopkins Wealth Management
New York
$214K +$49.4K +500 +24%
GCM
3978
Gibraltar Capital Management
Oklahoma
$214K -$5.83K -59 -2%
CWM
3979
Catalyst Wealth Management
Georgia
$214K +$252K +2,548 New
OWIM
3980
Old West Investment Management
California
$214K – – –
RCG
3981
Resource Consulting Group
Florida
$213K -$762K -7,716 -75%
DWA
3982
Dougherty Wealth Advisers
Minnesota
$213K – – –
CCM
3983
Check Capital Management
California
$212K – – –
GCP
3984
GSA Capital Partners
United Kingdom
$211K -$153K -1,550 -38%
IWP
3985
Insight Wealth Partners
Texas
$210K -$9.88K -100 -4%
GWA
3986
GGM Wealth Advisors
Maryland
$210K +$61.2K +620 +34%
FGIM
3987
First Growth Investment Manager
California
$210K -$2.52M -25,500 -91%
PIM
3988
Provident Investment Management
Michigan
$210K – – –
TMC
3989
Trellus Management Company
Florida
$210K +$247K +2,500 New
KC
3990
Kinloch Capital
Virginia
$209K +$245K +2,484 New
JA
3991
JVL Associates
Michigan
$208K -$53.1K -538 -18%
RF
3992
RHS Financial
California
$208K -$21.3K -216 -8%
PWMA
3993
Pension & Wealth Management Advisors
Massachusetts
$208K +$244K +2,471 New
SIMG
3994
Stephens Investment Management Group
Texas
$207K +$144K +1,461 +146%
CF
3995
Convergence Financial
Missouri
$206K +$242K +2,454 New
AWM
3996
Absher Wealth Management
North Carolina
$205K +$14.8K +150 +7%
VWA
3997
VERITY Wealth Advisors
United States
$205K – – –
HIGP
3998
Hill Investment Group Partners
Missouri
$205K +$241K +2,440 New
SRIM
3999
Saratoga Research & Investment Management
California
$203K – – –
BBWP
4000
Beacon Bridge Wealth Partners
Pennsylvania
$203K +$239K +2,415 New
158 159
160
161 162