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Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
2751
James Hambro & Partners
United Kingdom
$216K -$11K -103 -4%
AWC
2752
Adamsbrown Wealth Consultants
Kansas
$216K – – –
AWM
2753
Alterna Wealth Management
Texas
$216K +$245K +2,287 New
CCM
2754
Carlson Capital Management
Minnesota
$216K +$245K +2,287 New
GSC
2755
Ground Swell Capital
South Carolina
$216K +$245K +2,293 New
HKIMG
2756
Hutchens & Kramer Investment Management Group
Indiana
$215K -$12.8K -120 -5%
WDC
2757
Woodward Diversified Capital
California
$214K -$48.7K -455 -17%
OAM
2758
Occidental Asset Management
California
$214K -$16.2K -151 -6%
CIS
2759
Continental Investors Services
Washington
$214K – – –
MWP
2760
Meridian Wealth Partners
Pennsylvania
$214K +$242K +2,262 New
FOA
2761
Five Oceans Advisors
California
$214K +$243K +2,270 New
FPCP
2762
Fort Point Capital Partners
California
$213K -$144K -1,346 -37%
1CP
2763
17 Capital Partners
Arizona
$213K – – –
SIA
2764
Strategic Investment Advisors
Michigan
$212K -$65.4K -611 -21%
FC
2765
Fulcrum Capital
Washington
$212K -$36.1K -337 -13%
CFA
2766
Compass Financial Advisors
Indiana
$212K -$17.4K -163 -7%
MSCM
2767
McElhenny Sheffield Capital Management
Texas
$212K -$5.78K -54 -2%
RCM
2768
Ratan Capital Management
Florida
$212K – – –
CSWM
2769
Cassady Schiller Wealth Management
Ohio
$212K +$1.18K +11 +0.5%
AIM
2770
AHL Investment Management
Florida
$211K – – –
V
2771
VeraBank
Texas
$211K – – –
WFMPM
2772
Woodley Farra Manion Portfolio Management
Indiana
$211K +$9.1K +85 +4%
FAG
2773
Financial Advisory Group
Texas
$210K +$238K +2,225 New
LSC
2774
Lesa Sroufe & Co
Washington
$210K +$239K +2,231 New
LF
2775
Lee Financial
Texas
$209K +$63.1K +590 +36%
109 110
111
112 113