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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2126
Partners Wealth Management
California
$805K – – –
FG
2127
Foster Group
Iowa
$802K +$54.7K +692 +8%
SRIM
2128
Saratoga Research & Investment Management
California
$800K – – –
GPWM
2129
Grant Private Wealth Management
California
$800K +$79.1K +1,002 +11%
CSC
2130
Caldwell Sutter Capital
California
$799K +$92.2K +1,168 +13%
KCAM
2131
Kagan Cocozza Asset Management
New Jersey
$797K -$7.98K -101 -1%
HCC
2132
Hirtle Callaghan & Co
Pennsylvania
$796K – – –
MCP
2133
Miller Capital Partners
Michigan
$796K – – –
WFG
2134
Wills Financial Group
Virginia
$796K -$29.2K -370 -4%
B
2135
Bayban
Minnesota
$796K – – –
PA
2136
PFG Advisors
Arizona
$796K -$1.11M -14,009 -59%
FIM
2137
FWL Investment Management
Texas
$796K +$48.3K +612 +7%
RWM
2138
Riverbend Wealth Management
South Carolina
$795K +$58.1K +736 +8%
SLC
2139
Second Line Capital
Louisiana
$795K +$115K +1,454 +18%
GWM
2140
GDS Wealth Management
Texas
$794K +$132K +1,671 +21%
SFC
2141
SYM Financial Corp
Indiana
$792K +$62.7K +794 +9%
QFA
2142
Quantum Financial Advisors
California
$792K -$711 -9 -0.1%
SWA
2143
Strata Wealth Advisors
Texas
$791K +$30.2K +382 +4%
HWM
2144
Hemming & Wealth Management
Michigan
$788K -$49.4K -625 -6%
RC
2145
Rexford Capital
Texas
$786K +$15.2K +192 +2%
ISFAN
2146
Investor's Fiduciary Advisor Network
Washington
$786K -$51.6K -653 -6%
EIP
2147
Ellis Investment Partners
Pennsylvania
$786K -$7.82K -99 -1%
FDS
2148
First Dallas Securities
Texas
$785K -$19.6K -248 -3%
TCM
2149
Telos Capital Management
California
$785K -$125K -1,585 -14%
CSI
2150
Cross Staff Investments
New York
$784K +$9.16K +116 +1%
84 85
86
87 88