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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2826
Connecticut Wealth Management
Connecticut
$326K +$236K +2,334 New
PAMG
2827
Patton Albertson Miller Group
Tennessee
$326K +$236K +2,334 New
CFAM
2828
Center For Asset Management
Florida
$326K +$236K +2,333 New
AWM
2829
Activest Wealth Management
Florida
$325K -$357K -3,527 -60%
TCM
2830
TD Capital Management
Tennessee
$325K -$15.6K -154 -6%
WCM
2831
Warburton Capital Management
Oklahoma
$324K +$235K +2,327 New
CWA
2832
Consilium Wealth Advisory
Texas
$324K +$235K +2,320 New
EB
2833
Exchange Bank
California
$324K +$234K +2,318 New
SCG
2834
Sonata Capital Group
Washington
$323K +$234K +2,316 New
OAM
2835
Oberweis Asset Management
Illinois
$323K +$234K +2,314 New
WF
2836
Wayfinding Financial
Washington
$323K +$234K +2,317 New
EA
2837
Evergreen Advisors
Tennessee
$323K – – –
DG
2838
Dala Group
Illinois
$323K +$234K +2,312 New
ARC
2839
Advisor Resource Council
Texas
$322K +$267K +2,639 New
FEM
2840
Fulcrum Equity Management
Texas
$322K +$233K +2,305 New
BOTOTLSJU
2841
Board of Trustees of The Leland Stanford Junior University
California
$321K +$233K +2,300 New
MIOT
2842
Massachusetts Institute of Technology
Massachusetts
$321K +$233K +2,300 New
TDC
2843
Thompson Davis & Co
Virginia
$321K +$233K +2,300 New
KCPT
2844
Kingstone Capital Partners Texas
Texas
$319K +$231K +2,284 New
AFA
2845
AA Financial Advisors
Ohio
$318K +$231K +2,280 New
PCH
2846
PGIM Custom Harvest
New Jersey
$318K +$230K +2,279 New
FAM
2847
Formidable Asset Management
Ohio
$318K +$10.6K +105 +1%
ACM
2848
Alpha Capital Management
Texas
$318K +$230K +2,276 New
GWCM
2849
Godshalk Welsh Capital Management
Pennsylvania
$318K +$230K +2,275 New
GG
2850
Greenwood Gearhart
Arkansas
$318K +$230K +2,275 New
112 113
114
115 116