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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1926
MTM Investment Management
South Carolina
$251K +$229K +4,787 New
HCM
1927
Hollencrest Capital Management
California
$251K +$230K +4,804 New
SDWMA
1928
Schneider Downs Wealth Management Advisors
Pennsylvania
$250K -$80.8K -1,686 -26%
BWA
1929
Burt Wealth Advisors
Maryland
$250K -$39.4K -823 -15%
BHB
1930
Bank Hapoalim BM
Israel
$250K +$8.63K +180 +4%
CPIG
1931
Chicago Partners Investment Group
Illinois
$250K +$246K +5,134 New
AWA
1932
Acorn Wealth Advisors
Michigan
$249K +$227K +4,748 New
CSPAM
1933
Cary Street Partners Asset Management
Virginia
$249K +$228K +4,760 New
AI
1934
Accredited Investors
Minnesota
$248K +$10.3K +215 +5%
HWA
1935
HHM Wealth Advisors
Tennessee
$248K +$13K +272 +6%
PGIM
1936
Pacific Global Investment Management
California
$248K +$226K +4,724 New
CCC
1937
Chelsea Counsel Company
California
$246K -$34.8K -727 -13%
NF
1938
Nikulski Financial
Iowa
$246K – – –
AGA
1939
Arkos Global Advisors
Texas
$246K +$4.7K +98 +2%
HTHT
1940
Hemenway Trust Hemenway Trust
New Hampshire
$246K +$225K +4,700 New
BFG
1941
Barber Financial Group
Kansas
$244K – – –
CWM
1942
Curi Wealth Management
North Carolina
$244K +$224K +4,670 New
SWP
1943
ShoreHaven Wealth Partners
New Jersey
$243K +$222K +4,634 New
RRA
1944
Round Rock Advisors
Connecticut
$243K +$223K +4,645 New
NCM
1945
Northwest Capital Management
Oregon
$242K +$96 +2 +0%
CBA
1946
Coastal Bridge Advisors
Connecticut
$242K +$383 +8 +0.2%
22CM
1947
20/20 Capital Management
California
$242K +$9.01K +188 +4%
VFG
1948
V2 Financial group
Illinois
$241K +$220K +4,601 New
IFAM
1949
Institutional & Family Asset Management
Colorado
$241K -$1.82K -38 -0.8%
SIC
1950
Salem Investment Counselors
North Carolina
$241K +$39.8K +830 +22%
76 77
78
79 80