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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Traynor Capital Management
Pennsylvania
$63K +$99K +13,207 New
WIM
802
Westside Investment Management
California
$62.9K +$302K +40,250 New
FAM
803
Formidable Asset Management
Ohio
$62K -$18.4K -2,450 -16%
SFG
804
SNS Financial Group
Minnesota
$62K -$5K -667 -5%
LW
805
Linscomb Wealth
Texas
$62K – – –
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$62K +$3.34K +445 +4%
WSTAM
807
Wilbanks Smith & Thomas Asset Management
Virginia
$62K +$95.2K +12,700 New
CIC
808
Chilton Investment Company
Connecticut
$62K +$95.9K +12,800 New
GFPC
809
Global Financial Private Client
Florida
$61.2K +$104K +13,907 New
SBSB
810
Sullivan, Bruyette, Speros & Blaney
Virginia
$61K -$1.39K -185 -1%
AAM
811
Auxier Asset Management
Oregon
$61K -$375 -50 -0.4%
PAM
812
Premier Asset Management
Illinois
$61K – – –
SEIA
813
Signature Estate & Investment Advisors
California
$61K +$12K +1,598 +15%
AW
814
ACG Wealth
Georgia
$61K +$19.7K +2,628 +26%
FIB
815
First Interstate Bank
Montana
$61K +$37.5K +5,000 +66%
PWM
816
PRW Wealth Management
Massachusetts
$61K +$94.3K +12,575 New
MFW
817
Meristem Family Wealth
Minnesota
$61K +$94.6K +12,621 New
RWP
818
RWA Wealth Partners
Massachusetts
$61K +$94.7K +12,630 New
APW
819
Aurora Private Wealth
New Jersey
$60K -$197K -26,320 -68%
WSC
820
Wellington Shields & Co
New York
$60K – – –
OFG
821
Oxford Financial Group
Indiana
$60K +$93.7K +12,495 New
CCM
822
Coldstream Capital Management
Washington
$59K -$35.7K -4,765 -28%
CPA
823
Clear Perspective Advisors
Illinois
$59K +$91.2K +12,169 New
PAS
824
Partnervest Advisory Services
California
$59K +$91.3K +12,181 New
JWA
825
JFS Wealth Advisors
Pennsylvania
$58K -$2.32K -309 -3%
31 32
33
34 35