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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
751
Coldstream Capital Management
Washington
$269K – – –
OAM
752
Oppenheimer Asset Management
New York
$269K +$309K +1,331 New
TCM
753
Teza Capital Management
Illinois
$268K +$307K +1,323 New
OC
754
Oakmont Corp
California
$266K – – –
OCM
755
One Capital Management
California
$266K +$305K +1,315 New
GG
756
Gleason Group
Kentucky
$265K – – –
FFS
757
Founders Financial Securities
Maryland
$264K -$200K -863 -40%
LCP
758
Legacy Capital Partners
Wisconsin
$263K +$92.8K +400 +44%
EFS
759
Essex Financial Services
Connecticut
$261K +$299K +1,291 New
NFG
760
Nations Financial Group
Iowa
$260K -$35.9K -155 -11%
FIM
761
Freedom Investment Management
Connecticut
$260K +$298K +1,283 New
TCM
762
Tuttle Capital Management
Connecticut
$260K +$298K +1,284 New
MA
763
Montag & Associates
Georgia
$259K -$23.7K -102 -7%
WWM
764
Wolff Wiese Magana
California
$255K -$282K -1,217 -49%
TC
765
TownSquare Capital
Utah
$253K -$53.6K -231 -16%
OPWM
766
Oxinas Partners Wealth Management
Indiana
$252K +$8.35K +36 +3%
WDG
767
Wealth Dimensions Group
Ohio
$251K +$288K +1,242 New
PA
768
PSI Advisors
Florida
$249K -$737K -3,180 -72%
AIS
769
AM Investment Strategies
Tennessee
$246K +$49.6K +214 +21%
FVWA
770
Foster Victor Wealth Advisors
South Carolina
$246K +$116K +500 +83%
WA
771
Wealth Architects
California
$245K +$8.81K +38 +3%
HIC
772
Holderness Investments Company
North Carolina
$245K +$23.2K +100 +9%
TPA
773
Trivium Point Advisory
Connecticut
$245K +$280K +1,208 New
SRAM
774
Spouting Rock Asset Management
Pennsylvania
$244K -$595K -2,565 -68%
MAWCM
775
Mine & Arao Wealth Creation & Management
California
$243K – – –
29 30
31
32 33