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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1301
Chapin Davis
Maryland
$146K – – –
NSIM
1302
North Star Investment Management
Illinois
$145K -$8.4K -623 -6%
WIM
1303
Westside Investment Management
California
$145K -$59.2K -4,391 -30%
SP
1304
Successful Portfolios
Florida
$144K -$18.9K -1,398 -12%
JWM
1305
JDH Wealth Management
California
$143K +$1.08K +80 +0.8%
YIM
1306
Yoffe Investment Management
Pennsylvania
$142K – – –
MC
1307
Miramar Capital
Illinois
$142K – – –
NI
1308
Natural Investments
California
$142K +$138K +10,261 New
SFG
1309
Strive Financial Group
Indiana
$142K – – –
BI
1310
Bolthouse Investments
California
$142K – – –
QCIG
1311
Quad-Cities Investment Group
Iowa
$141K +$486 +36 +0.4%
CICI
1312
Capital Investment Counsel Inc
North Carolina
$141K +$148 +11 +0.1%
WWC
1313
Waypoint Wealth Counsel
Georgia
$141K -$15K -1,109 -10%
PRTG
1314
Post Resch Tallon Group
New York
$141K – – –
LSIA
1315
LaSalle St. Investment Advisors
Illinois
$141K -$1.92K -142 -1%
XWL
1316
XXI Wealth LLC
Illinois
$141K +$137K +10,131 New
AA
1317
Ancora Advisors
Ohio
$141K -$31.8K -2,355 -19%
DW30
1318
Drucker Wealth 3.0
New Jersey
$141K +$136K +10,114 New
AMM
1319
American Money Management
California
$140K -$229 -17 -0.2%
RS
1320
Rakuten Securities
Japan
$140K +$121K +8,932 +779%
PWM
1321
Parkway Wealth Management
Texas
$139K – – –
SIC
1322
Sage Investment Counsel
Tennessee
$139K – – –
SR
1323
Swiss Re
Switzerland
$136K +$132K +9,805 New
WFS
1324
Weitzel Financial Services
Iowa
$134K +$1.02K +76 +0.8%
PWA
1325
Physician Wealth Advisors
Utah
$131K +$4.92K +365 +4%
51 52
53
54 55