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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2876
Cabot Wealth Management
Massachusetts
$332K – – –
GWM
2877
Greenwich Wealth Management
Connecticut
$332K +$33.6K +425 +12%
BEAM
2878
Baker Ellis Asset Management
Washington
$331K -$5.92K -75 -2%
SWM
2879
Sculati Wealth Management
Michigan
$331K – – –
UOTTAIMCU
2880
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$331K +$233K +2,952 +266%
AIP
2881
Almanack Investment Partners
Pennsylvania
$330K -$384K -4,862 -54%
SBF
2882
Sara-Bay Financial
Florida
$330K – – –
WPC
2883
White Pine Capital
Minnesota
$330K +$10.7K +136 +3%
WG
2884
Watchman Group
Texas
$330K -$19.9K -252 -6%
VC
2885
Vicus Capital
Pennsylvania
$330K -$17.8K -226 -5%
DWP
2886
Destiny Wealth Partners
Florida
$330K +$17.2K +218 +6%
MWM
2887
Manske Wealth Management
Texas
$329K +$2.37K +30 +0.7%
IPWA
2888
International Private Wealth Advisors
California
$329K +$4.58K +58 +1%
VWM
2889
VanWeelden Wealth Management
Ohio
$329K +$948 +12 +0.3%
BB
2890
Berkshire Bank
Massachusetts
$329K – – –
WH
2891
Willner & Heller
California
$329K +$14.2K +180 +5%
VIPI
2892
Vista Investment Partners II
Indiana
$329K -$98.4K -1,246 -24%
PRP
2893
Peak Retirement Planning
Ohio
$328K +$319K +4,040 New
MCM
2894
M1 Capital Management
Michigan
$328K -$237 -3 -0.1%
BWM
2895
Baron Wealth Management
Michigan
$327K +$101K +1,282 +47%
CPC
2896
Congress Park Capital
New York
$326K – – –
BWAM
2897
Blue Water Asset Management
Michigan
$326K +$2.13K +27 +0.7%
CFP
2898
Curran Financial Partners
South Carolina
$326K -$8.92K -113 -3%
BA
2899
Bard Associates
Illinois
$325K +$2.53K +32 +0.8%
XWM
2900
Xcel Wealth Management
Florida
$325K -$119K -1,501 -27%
114 115
116
117 118