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Name Holding Trade Value Shares
Change 		Change in
Stake
DK
5276
David Kennon
Florida
$651K – – –
CSC
5277
Caldwell Sutter Capital
California
$650K -$1.6K -7 -0.2%
PWM
5278
Penobscot Wealth Management
Maine
$649K +$25.4K +111 +4%
CFSG
5279
Clark Financial Services Group
Missouri
$649K +$31.1K +136 +5%
A
5280
AlphaQuest
New York
$649K +$201K +878 +45%
CWP
5281
Clark Wealth Partners
Illinois
$648K – – –
SGI
5282
Swan Global Investments
Colorado
$648K +$14.9K +65 +2%
SVWG
5283
Shared Vision Wealth Group
United States
$647K -$376K -1,644 -38%
BCPE
5284
Bain Capital Public Equity
Massachusetts
$647K -$6.92M -30,238 -92%
SJL
5285
Shayne & Jacobs LLC
Tennessee
$646K – – –
SGC
5286
Slocum, Gordon & Co
Rhode Island
$646K – – –
AF
5287
ASL Financial
California
$646K +$641K +2,800 New
KCM
5288
Kennicott Capital Management
California
$645K -$91.5K -400 -13%
KG
5289
Kieckhefer Group
Wisconsin
$645K +$47.8K +209 +8%
SWP
5290
ShoreHaven Wealth Partners
New Jersey
$644K -$8.24K -36 -1%
VWM
5291
Verus Wealth Management
Wisconsin
$643K -$69.8K -305 -10%
SA
5292
Sicart Associates
New York
$643K – – –
DI
5293
Disciplined Investments
Oklahoma
$641K +$161K +705 +34%
PWMG
5294
Private Wealth Management Group
New Jersey
$641K -$7.55K -33 -1%
III
5295
Independent Investors Inc
New York
$639K +$122K +535 +24%
JC
5296
JBGlobal.com
New York
$639K +$22.9K +100 +4%
HWA
5297
Heritage Wealth Architects
Minnesota
$639K +$242K +1,056 +65%
MFS
5298
McNamara Financial Services
Massachusetts
$638K – – –
JESC
5299
J.E. Simmons & Co
Texas
$638K +$632K +2,763 New
PBF
5300
Petix & Botte Financial
California
$637K +$33.4K +146 +6%
210 211
212
213 214