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Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1926
Cutter & Co Brokerage
Missouri
$230K -$9.99K -97 -4%
SHA
1927
Seneca House Advisors
Virginia
$230K +$221K +2,142 New
KI
1928
Koch Industries
Kansas
$228K -$261K -2,531 -54%
NQWM
1929
Northwest Quadrant Wealth Management
Oregon
$228K -$11.4K -111 -5%
CC
1930
Capital Counsel
New York
$228K +$218K +2,120 New
PCMC
1931
Paragon Capital Management (Colorado)
Colorado
$227K -$13K -126 -6%
SMH
1932
Sanders Morris Harris
Texas
$227K +$217K +2,111 New
FFA
1933
Fragasso Financial Advisors
Pennsylvania
$226K -$48.8K -474 -18%
TCM
1934
Traynor Capital Management
Pennsylvania
$225K +$216K +2,100 New
SFG
1935
Sather Financial Group
Texas
$224K – – –
AWMG
1936
Alliance Wealth Management Group
New Jersey
$223K -$220K -2,132 -51%
BWM
1937
BigSur Wealth Management
Florida
$222K +$211K +2,050 New
CGL
1938
Clarius Group LLC
Washington
$220K – – –
LCM
1939
Lucas Capital Management
New Jersey
$220K +$211K +2,049 New
DP
1940
Dearborn Partners
Illinois
$219K -$10.3K -100 -5%
ACA
1941
Anchor Capital Advisors
Massachusetts
$218K – – –
DE
1942
Day & Ennis
Georgia
$218K +$209K +2,028 New
PO
1943
Private Ocean
California
$217K +$32.2K +313 +18%
AIFS
1944
A&I Financial Services
Colorado
$217K +$208K +2,019 New
CM
1945
Castleark Management
Illinois
$215K – – –
RC
1946
RBF Capital
California
$215K +$206K +2,000 New
SC
1947
Sovarnum Capital
New York
$215K +$206K +2,000 New
AIA
1948
AIMZ Investment Advisors
California
$215K +$206K +2,001 New
FPIS
1949
Financial Planning & Information Services
Wisconsin
$215K +$206K +2,003 New
LWM
1950
Lyell Wealth Management
California
$214K -$1.3M -12,628 -86%
76 77
78
79 80