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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1901
Signature Wealth Management Partners
New Jersey
$790K -$11.4K -100 -1%
WW
1902
Waterfront Wealth
Kansas
$788K +$26K +229 +4%
HCP
1903
Hexagon Capital Partners
Arkansas
$787K -$41.1K -362 -5%
BBA
1904
Baader Bank Aktiengesellschaft
Germany
$786K +$761K +6,697 New
SAM
1905
Sompo Asset Management
Japan
$786K +$761K +6,700 New
5L
1906
55I LLC
Massachusetts
$784K +$278K +2,446 +58%
RB
1907
Renasant Bank
Mississippi
$783K -$34.6K -305 -4%
WW
1908
Westshore Wealth
California
$781K -$10.8K -95 -1%
MHR
1909
Matthew Hamilton Rosenberg
$781K +$21.9K +193 +3%
TAM
1910
Townsend Asset Management
North Carolina
$781K +$24.3K +214 +3%
WDA
1911
Wendell David Associates
New Hampshire
$780K -$3.86K -34 -0.5%
WDG
1912
Wealth Dimensions Group
Ohio
$780K +$26.2K +231 +4%
DTC
1913
Davidson Trust Company
Washington
$777K +$21K +185 +3%
FC
1914
Forte Capital
New York
$775K +$5.34K +47 +0.7%
MIM
1915
Merrion Investment Management
New Jersey
$774K +$114 +1 +0%
FMN
1916
Financial Management Network
California
$774K +$37.8K +333 +6%
ONGA
1917
O'Neil Global Advisors
California
$774K +$749K +6,595 New
NQWM
1918
Northwest Quadrant Wealth Management
Oregon
$772K +$3.86K +34 +0.5%
CSB
1919
City State Bank
Iowa
$772K +$747K +6,575 New
CGA
1920
Crescent Grove Advisors
Illinois
$771K -$42.4K -373 -5%
OC
1921
Oarsman Capital
Wisconsin
$769K -$101K -889 -12%
CHA
1922
Cooper/Haims Advisors
New York
$767K -$11.2K -99 -1%
CP
1923
Covenant Partners
Tennessee
$767K – – –
CG
1924
Corundum Group
Colorado
$763K +$41.7K +367 +6%
AWM
1925
Aberdeen Wealth Management
Illinois
$760K +$8.52K +75 +1%
75 76
77
78 79