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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1226
Kathmere Capital Management
Pennsylvania
$357K +$117K +1,712 +57%
CC
1227
Corsicana & Co
Texas
$357K +$324K +4,730 New
DP
1228
Denver PWM
Colorado
$356K – – –
CPA
1229
Capital Performance Advisors
California
$355K +$120K +1,755 +59%
S
1230
Sunpointe
Missouri
$355K -$3.43K -50 -1%
BCWM
1231
Bartlett & Co Wealth Management
Ohio
$354K -$198K -2,889 -38%
SW
1232
Simplicity Wealth
New Jersey
$354K -$254K -3,702 -44%
LF
1233
Lantz Financial
Illinois
$354K +$81.4K +1,188 +34%
CHJWM
1234
Carlton Hofferkamp & Jenks Wealth Management
Texas
$353K -$16K -233 -5%
LCWP
1235
Legacy Capital Wealth Partners
Arkansas
$353K -$2.26K -33 -0.7%
GIM
1236
Goelzer Investment Management
Indiana
$352K -$13.5K -197 -4%
MCM
1237
Manchester Capital Management
Vermont
$352K +$1.85K +27 +0.6%
FAT
1238
First American Trust
California
$351K +$29.2K +426 +10%
NIM
1239
Northeast Investment Management
Massachusetts
$350K +$29.1K +424 +10%
CB
1240
Cadence Bank
Mississippi
$349K +$137 +2 +0%
OCM
1241
One Capital Management
California
$349K +$104K +1,517 +49%
MAM
1242
MMA Asset Management
Pennsylvania
$348K -$323K -4,715 -51%
CWM
1243
Cadence Wealth Management
Massachusetts
$347K – – –
EW
1244
Element Wealth
Mississippi
$344K +$23.1K +337 +8%
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$344K -$45.6K -666 -13%
PFA
1246
Petra Financial Advisors
Colorado
$343K +$4.32K +63 +1%
FPCG
1247
Forum Private Client Group
Indiana
$343K +$343 +5 +0.1%
ASG
1248
Ariston Services Group
California
$343K – – –
AGWCA
1249
Annis Gardner Whiting Capital Advisors
Florida
$341K +$244K +3,560 +368%
WA
1250
Waddell & Associates
Tennessee
$341K +$310K +4,527 New
48 49
50
51 52