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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1851
Hartford Financial Management
Connecticut
$645K – – –
JF
1852
Jump Financial
Illinois
$645K +$633K +10,402 New
FPWM
1853
FSB Premier Wealth Management
Iowa
$643K -$29.6K -487 -5%
W
1854
Wealthsimple
Ontario, Canada
$642K – – –
AI
1855
Accredited Investors
Minnesota
$642K +$37.9K +624 +6%
NPF
1856
Norris Perne & French
Michigan
$642K +$254K +4,170 +67%
OIM
1857
Oder Investment Management
California
$640K – – –
WP
1858
WealthPLAN Partners
Nebraska
$640K +$3.71K +61 +0.6%
PCMC
1859
Private Capital Management (Colorado)
Colorado
$640K +$324K +5,323 +106%
WIM
1860
WealthPlan Investment Management
Nebraska
$640K +$602K +9,902 New
AIA
1861
Alera Investment Advisors
Illinois
$639K +$627K +10,312 New
SIG
1862
Spinnaker Investment Group
California
$636K – – –
WIC
1863
Wilkins Investment Counsel
Massachusetts
$635K -$856K -14,080 -58%
MA
1864
MJP Associates
Connecticut
$635K +$31K +510 +5%
VWM
1865
Vigilare Wealth Management
Arizona
$634K -$116K -1,910 -16%
CAM
1866
Cubic Asset Management
Massachusetts
$633K – – –
LMKC
1867
L.M. Kohn & Company
Ohio
$633K +$621K +10,205 New
CCG
1868
Coastwise Capital Group
California
$633K +$621K +10,215 New
CA
1869
Claro Advisors
Massachusetts
$631K – – –
JG
1870
Jefferies Group
New York
$626K +$614K +10,100 New
FWM
1871
Finer Wealth Management
Massachusetts
$626K -$28.6K -470 -4%
CCB
1872
Cutter & Co Brokerage
Missouri
$625K +$53.1K +873 +9%
RIA
1873
Richwood Investment Advisors
Ohio
$625K +$76K +1,250 +14%
LCM
1874
Linker Capital Management
Kentucky
$624K – – –
NAMP
1875
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$624K +$7.6K +125 +1%
73 74
75
76 77