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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
2826
LWMG LLC
Minnesota
$379K +$366K +1,200 New
SA
2827
Sicart Associates
New York
$379K +$76.2K +250 +26%
HFP
2828
Holistic Financial Partners
Indiana
$378K -$1.22K -4 -0.3%
BA
2829
Bluesphere Advisors
Pennsylvania
$377K +$58.5K +192 +19%
FWM
2830
Forza Wealth Management
Florida
$375K +$362K +1,188 New
CCG
2831
Coastwise Capital Group
California
$375K +$92.3K +303 +34%
PGA
2832
Portland Global Advisors
Maine
$375K – – –
RFN
2833
RDA Financial Network
Iowa
$374K -$61.5K -202 -15%
MA
2834
MKT Advisors
California
$374K +$24.7K +81 +8%
HCMG
2835
Howard Capital Management Group
California
$374K -$13.4K -44 -4%
RBCM
2836
Raub Brock Capital Management
California
$374K – – –
CPG
2837
Cornerstone Planning Group
New Jersey
$373K +$366K +1,200 New
OPW
2838
Oxler Private Wealth
New York
$373K +$2.13K +7 +0.6%
AWA
2839
Alaska Wealth Advisors
Alaska
$373K -$12.2K -40 -3%
VST
2840
Van Strum & Towne
California
$373K – – –
SDJVC
2841
St. Denis J. Villere & Co
Louisiana
$372K – – –
CGA
2842
Crescent Grove Advisors
Illinois
$371K +$14.6K +48 +4%
OWA
2843
Opal Wealth Advisors
New York
$369K +$914 +3 +0.3%
PCM
2844
Perritt Capital Management
Illinois
$368K -$2.44K -8 -0.7%
WH
2845
Willner & Heller
California
$368K +$1.83K +6 +0.5%
DIM
2846
Delta Investment Management
California
$366K +$4.57K +15 +1%
OFW
2847
Omnia Family Wealth
Florida
$365K -$914 -3 -0.3%
HWM
2848
Howard Wealth Management
Connecticut
$365K – – –
TWM
2849
Tanager Wealth Management
United Kingdom
$364K +$351K +1,153 New
RIM
2850
RW Investment Management
Idaho
$364K +$351K +1,152 New
112 113
114
115 116