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Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2701
High Note Wealth
Minnesota
$366K -$17.1K -95 -4%
SCA
2702
Stuart Chaussee & Associates
California
$364K -$91.7K -510 -20%
UWM
2703
USAdvisors Wealth Management
Minnesota
$364K -$17.1K -95 -4%
CCM
2704
Carlson Capital Management
Minnesota
$364K +$5.39K +30 +1%
CRCM
2705
Corbett Road Capital Management
Virginia
$363K -$50.2K -279 -12%
TC
2706
Trilogy Capital
California
$361K +$112K +620 +46%
TIM
2707
Tortoise Investment Management
New York
$360K -$899 -5 -0.2%
CSM
2708
CAMG Solamere Management
North Carolina
$360K – – –
WWMSC
2709
Wagner Wealth Management (South Carolina)
South Carolina
$360K +$50.2K +279 +16%
ADMI
2710
Albert D. Mason Inc
Massachusetts
$358K – – –
GCP
2711
Gill Capital Partners
Colorado
$357K +$10.6K +59 +3%
YIH
2712
Y-Intercept (HK)
Hong Kong
$357K +$25K +139 +7%
GIM
2713
Greylin Investment Management
Virginia
$356K -$4.5K -25 -1%
TA
2714
Trellis Advisors
Washington
$355K -$17.6K -98 -5%
SAM
2715
S.A. Mason
Michigan
$355K – – –
BC
2716
Brio Consultants
California
$355K +$9.35K +52 +3%
ICP
2717
Interchange Capital Partners
Pennsylvania
$353K -$316K -1,757 -47%
SFA
2718
Semmax Financial Advisors
North Carolina
$353K +$39.4K +219 +12%
CM
2719
Castleark Management
Illinois
$352K – – –
NCM
2720
Next Capital Management
New York
$352K +$16K +89 +5%
DC
2721
Defender Capital
North Carolina
$351K -$18.9K -105 -5%
RWG
2722
Regal Wealth Group
California
$351K +$8.45K +47 +2%
BCA
2723
Biltmore Capital Advisors
New Jersey
$351K +$50.5K +281 +16%
CFA
2724
Capstone Financial Advisors
Illinois
$350K +$5.75K +32 +2%
MAM
2725
McCarthy Asset Management
California
$350K +$14.7K +82 +4%
107 108
109
110 111