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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2351
BT Wealth Management
Georgia
$476K
JPLA
2352
Joseph P. Lucia & Associates
New York
$476K +$55.6K +600 +12%
BCM
2353
Beddow Capital Management
Wyoming
$474K
PCM
2354
Poehling Capital Management
Wisconsin
$474K +$44.5K +480 +10%
SICM
2355
Sustainable Insight Capital Management
New York
$472K -$44.5K -480 -8%
CWM
2356
Connecticut Wealth Management
Connecticut
$470K +$63.1K +680 +14%
RWA
2357
Redhawk Wealth Advisors
Minnesota
$470K +$254K +2,740 +102%
MF
2358
Magnetar Financial
Illinois
$470K +$503K +5,420 New
BHTS
2359
Bar Harbor Trust Services
Maine
$469K -$18.5K -200 -4%
WPIC
2360
White Pine Investment Company
Michigan
$463K
PP
2361
Pegasus Partners
Wisconsin
$460K +$223K +2,400 +83%
DCM
2362
Driehaus Capital Management
Illinois
$455K -$31.5K -340 -6%
MSDF
2363
Michael & Susan Dell Foundation
New York
$455K -$1.85K -20 -0.4%
PWA
2364
Peterson Wealth Advisors
Utah
$455K
MPPLM
2365
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$455K +$14.8K +160 +3%
EWF
2366
Epstein & White Financial
California
$454K +$29.7K +320 +7%
AIC
2367
Archer Investment Corporation
Indiana
$453K -$601K -6,480 -55%
VDI
2368
Vaughan David Investments
Illinois
$453K -$13K -140 -3%
NIM
2369
NuWave Investment Management
New Jersey
$452K -$592K -6,380 -55%
CG
2370
Corundum Group
Colorado
$451K -$51.9K -560 -10%
SAMC
2371
Spectrum Asset Management (California)
California
$451K
FA
2372
Financial Advisors
Massachusetts
$451K +$9.27K +100 +2%
BBP
2373
Banco BTG Pactual
Brazil
$451K +$130K +1,400 +37%
CCA
2374
Clearwater Capital Advisors
Illinois
$448K
CAM
2375
Claret Asset Management
Quebec, Canada
$446K -$198K -2,140 -29%