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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
2126
Sanders Morris Harris
Texas
$334K -$1.46M -6,674 -84%
FCB
2127
First County Bank
Connecticut
$334K +$53.5K +244 +23%
BCM
2128
Bourgeon Capital Management
Connecticut
$333K -$1.54K -7 -0.5%
CAM
2129
Claret Asset Management
Quebec, Canada
$333K -$71.8K -327 -20%
DP
2130
Denver PWM
Colorado
$333K +$24.1K +110 +9%
TA
2131
TFB Advisors
Kansas
$333K -$117K -531 -29%
PWSG
2132
Pacific Wealth Strategies Group
California
$333K +$269K +1,227 New
BAWM
2133
Bennett Associates Wealth Management
Pennsylvania
$332K +$283K +1,291 New
AC
2134
ASB Consultores
Florida
$332K -$24.4K -111 -8%
RMCM
2135
Reynders McVeigh Capital Management
Massachusetts
$332K -$11.8K -54 -4%
CWM
2136
Chemistry Wealth Management
New York
$331K – – –
DP
2137
Dearborn Partners
Illinois
$331K +$6.14K +28 +2%
MAG
2138
M3 Advisory Group
Massachusetts
$331K -$6.8K -31 -2%
PWM
2139
Parkshore Wealth Management
California
$331K -$69.6K -317 -20%
CW
2140
Code Waechter
Florida
$331K +$15.6K +71 +6%
MCM
2141
Manchester Capital Management
Vermont
$330K -$4.17K -19 -1%
PB
2142
Pinnacle Bancorp
Nebraska
$330K +$35.1K +160 +14%
PWM
2143
Palacios Wealth Management
Florida
$330K – – –
AWM
2144
Accredited Wealth Management
Kentucky
$329K – – –
WSWA
2145
Warren Street Wealth Advisors
California
$329K +$11.6K +53 +4%
CWA
2146
Canvas Wealth Advisors
Kansas
$329K +$267K +1,215 New
SIC
2147
Shoker Investment Counsel
Ohio
$328K +$219 +1 +0.1%
AGP
2148
Aspire Growth Partners
Florida
$328K -$4.17K -19 -1%
FFA
2149
Fragasso Financial Advisors
Pennsylvania
$327K +$36.4K +166 +15%
RS
2150
R Squared
Hong Kong
$327K +$278K +1,269 New
84 85
86
87 88