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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMM
1951
Stillwater Investment Management (Minnesota)
Minnesota
$329K +$2.73K +23 +0.9%
AWMG
1952
Alliance Wealth Management Group
New Jersey
$328K -$310K -2,618 -50%
ICM
1953
IMS Capital Management
Oregon
$327K +$15.4K +130 +5%
LCM
1954
Lucas Capital Management
New Jersey
$326K -$949 -8 -0.3%
PAM
1955
Premier Asset Management
Illinois
$325K -$62.3K -525 -17%
PTC
1956
Provident Trust Company
Wisconsin
$325K – – –
FWSM
1957
First Wilshire Securities Management
California
$324K -$6.52K -55 -2%
ACM
1958
AlphaStar Capital Management
North Carolina
$324K +$13.5K +114 +5%
TFA
1959
Toth Financial Advisory
Virginia
$323K -$41.5K -350 -12%
WPA
1960
West Paces Advisors
Georgia
$323K – – –
SCA
1961
Stillwater Capital Advisors
Pennsylvania
$321K – – –
MPPLM
1962
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$320K +$303K +2,553 New
DSI
1963
Daiwa SB Investments
Japan
$318K +$301K +2,540 New
HI
1964
Harrington Investments
California
$318K +$301K +2,542 New
AMG
1965
Asset Management Group
Connecticut
$315K +$19.7K +166 +7%
AW
1966
Alpha Windward
Massachusetts
$314K -$11.1K -94 -4%
NWM
1967
Northwest Wealth Management
Iowa
$314K +$3.44K +29 +1%
RA
1968
Rational Advisors
New York
$313K -$1.92M -16,200 -87%
FC
1969
FCA Corp
Texas
$313K – – –
SGS
1970
Sterling Global Strategies
California
$312K – – –
CG
1971
CFO4Life Group
Texas
$312K +$18.7K +158 +7%
EWA
1972
Exencial Wealth Advisors
Oklahoma
$311K +$13.9K +117 +5%
EWM
1973
Elite Wealth Management
Washington
$310K +$294K +2,476 New
BIA
1974
Barry Investment Advisors
Massachusetts
$309K -$5.22K -44 -2%
CRB
1975
Chad R. Baker
$309K – – –
77 78
79
80 81