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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2551
Waypoint Capital Advisors
Minnesota
$300K +$32.1K +677 +12%
FP
2552
Financial Perspectives
Minnesota
$300K – – –
MHR
2553
Matthew Hamilton Rosenberg
$299K -$8.07K -170 -3%
MCM
2554
Mengis Capital Management
Oregon
$299K -$254K -5,354 -46%
HCM
2555
Howard Capital Management
Georgia
$298K +$18.8K +396 +7%
C
2556
Covestor
United Kingdom
$298K -$2.42K -51 -0.8%
AL
2557
ADE LLC
Maryland
$297K +$21.4K +450 +8%
MCM
2558
McRae Capital Management
New Jersey
$297K – – –
RFN
2559
Redwood Financial Network
Ohio
$297K -$63.8K -1,344 -18%
FC
2560
Financial Council
Maryland
$296K +$33.6K +707 +13%
PWP
2561
Pursue Wealth Partners
California
$296K – – –
TGAM
2562
TBH Global Asset Management
Tennessee
$295K -$49K -1,031 -14%
FC
2563
Fulcrum Capital
Washington
$295K – – –
FWP
2564
Falcon Wealth Planning
California
$294K -$17.6K -370 -6%
GF
2565
Gries Financial
Ohio
$293K -$143K -3,014 -33%
AWMG
2566
Alliance Wealth Management Group
New Jersey
$293K – – –
GWM
2567
Greenhouse Wealth Management
Connecticut
$292K +$2.18K +46 +0.8%
FNBTCON
2568
First National Bank & Trust Co of Newtown
Pennsylvania
$292K -$70.7K -1,489 -19%
WSCM
2569
Wellington Shields Capital Management
New York
$292K +$47 +1 +0%
FDDB
2570
Fidelity D&D Bancorp
Pennsylvania
$292K -$8.36K -176 -3%
MSRI
2571
Michael S. Ryan Inc
New York
$291K -$37.1K -782 -11%
S
2572
Sachetta
Massachusetts
$291K -$427 -9 -0.1%
S
2573
Sunpointe
Missouri
$291K +$24.5K +515 +9%
WDL
2574
Well Done LLC
Michigan
$291K -$2.56K -54 -0.9%
SXL
2575
Summit X LLC
Missouri
$291K +$291K +6,125 New
101 102
103
104 105