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Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
2951
Davidson Investment Advisors
Montana
$319K -$22.5K -74 -7%
SWM
2952
Shelton Wealth Management
Texas
$319K -$16.8K -55 -5%
GIM
2953
Guild Investment Management
California
$319K – – –
HFS
2954
HBC Financial Services
Washington
$319K – – –
HC
2955
Hoese & Co
Minnesota
$319K – – –
MC
2956
Maverick Capital
Texas
$318K +$29.2K +96 +11%
LD
2957
Lipe & Dalton
New York
$318K -$9.14K -30 -3%
TA
2958
TFB Advisors
Kansas
$317K +$306K +1,003 New
UOTTAIMCU
2959
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$316K +$305K +1,000 New
WPI
2960
Walter Public Investments
Canada
$316K – – –
FWP
2961
Falcon Wealth Planning
California
$316K -$5.18K -17 -2%
SWMP
2962
Signature Wealth Management Partners
New Jersey
$315K +$304K +999 New
AR
2963
Apeiron RIA
Texas
$315K -$5.48K -18 -2%
FA
2964
Fermata Advisors
California
$315K +$304K +999 New
BFW
2965
Brady Family Wealth
Missouri
$315K +$304K +997 New
PWA
2966
Physician Wealth Advisors
Utah
$314K +$609 +2 +0.2%
3IP
2967
3Chopt Investment Partners
Virginia
$314K +$302K +993 New
LS
2968
Leelyn Smith
Illinois
$314K +$85.6K +281 +39%
OHWA
2969
Oak Hill Wealth Advisors
Virginia
$313K +$302K +992 New
CSWM
2970
Cassady Schiller Wealth Management
Ohio
$312K -$9.75K -32 -3%
PFM
2971
Phillips Financial Management
Indiana
$312K +$8.83K +29 +3%
FA
2972
Fountainhead AM
New Jersey
$311K -$19.5K -64 -6%
EHAM
2973
Eagle Harbor Asset Management
Washington
$310K -$6.09K -20 -2%
JFG
2974
JMG Financial Group
Illinois
$310K +$11K +36 +4%
AWM
2975
AllSquare Wealth Management
New York
$310K -$30.5K -100 -9%
117 118
119
120 121