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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
2451
Spectrum Asset Management (California)
California
$300K – – –
PWSG
2452
Pacific Wealth Strategies Group
California
$299K -$664K -7,006 -68%
KA
2453
Kooman & Associates
Pennsylvania
$299K +$3.32K +35 +1%
FC
2454
Fusion Capital
South Carolina
$299K +$189 +2 +0.1%
PWMG
2455
Provence Wealth Management Group
California
$299K -$108K -1,139 -25%
WHG
2456
Westwood Holdings Group
Texas
$298K +$316K +3,340 New
GWM
2457
Gray Wealth Management
Maine
$297K -$6.35K -67 -2%
VFPW
2458
Vantage Financial Partners (Wisconsin)
Wisconsin
$297K -$3.13K -33 -1%
NWA
2459
New World Advisors
Massachusetts
$297K – – –
HZ
2460
Hixon Zuercher
Ohio
$297K – – –
WWM
2461
Windsor Wealth Management
Indiana
$297K – – –
PGA
2462
Portland Global Advisors
Maine
$297K +$7.58K +80 +2%
TSWM
2463
Tyler-Stone Wealth Management
Ohio
$297K +$315K +3,327 New
TC
2464
Truvestments Capital
Florida
$297K -$4.17K -44 -1%
AA
2465
Alesco Advisors
New York
$297K -$29.6K -312 -9%
ETIA
2466
Epic Trust Investment Advisors
Washington
$296K -$106K -1,123 -25%
RBCM
2467
Raub Brock Capital Management
California
$295K +$313K +3,308 New
CCT
2468
Capital City Trust
Florida
$295K -$7.11K -75 -2%
VCM
2469
Vivaldi Capital Management
Illinois
$295K +$6.25K +66 +2%
ESCM
2470
Echo Street Capital Management
New York
$295K +$313K +3,299 New
WP
2471
Wedgewood Partners
Missouri
$294K +$23.7K +250 +8%
SWA
2472
SFMG Wealth Advisors
Texas
$292K +$97.7K +1,031 +46%
MAM
2473
McLean Asset Management
Virginia
$292K -$18.5K -195 -6%
CCB
2474
Cutter & Co Brokerage
Missouri
$292K -$26K -274 -8%
OPOWM
2475
One Plus One Wealth Management
Florida
$292K +$310K +3,269 New
97 98
99
100 101