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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1526
Lakewood Asset Management
Illinois
$247K – – –
HIP
1527
HUB Investment Partners
Texas
$246K +$30.8K +70 +14%
DWM
1528
Dopkins Wealth Management
New York
$244K +$25.1K +57 +11%
RSWM
1529
Robertson Stephens Wealth Management
California
$244K +$244K +555 New
VHAM
1530
Van Hulzen Asset Management
California
$243K +$6.6K +15 +3%
PJWM
1531
Philip James Wealth Mangement
Georgia
$243K -$64.2K -146 -21%
AC
1532
Asio Capital
Kentucky
$243K -$13.2K -30 -5%
BGAI
1533
Bruce G. Allen Investments
Colorado
$242K -$10.1K -23 -4%
NEWAS
1534
N.E.W. Advisory Services
Wisconsin
$242K – – –
FMP
1535
Financial Management Professionals
Texas
$242K -$40.5K -92 -14%
OPCM
1536
Osborne Partners Capital Management
California
$241K +$7.92K +18 +3%
CMS
1537
Capital Market Strategies
Florida
$240K – – –
MPW
1538
MGO Private Wealth
California
$240K – – –
KLCM
1539
KG&L Capital Management
Louisiana
$240K +$23.8K +54 +11%
NAG
1540
Northstar Advisory Group
New Jersey
$238K -$123K -280 -34%
IAP
1541
Indie Asset Partners
Indiana
$238K +$238K +541 New
WFC
1542
Western Financial Corp
California
$237K +$3.96K +9 +2%
BWA
1543
BlueSky Wealth Advisors
North Carolina
$237K +$238K +541 New
SLWA
1544
San Luis Wealth Advisors
California
$236K -$15.8K -36 -6%
WFA
1545
Wellspring Financial Advisors
Ohio
$235K +$25.1K +57 +12%
BFA
1546
Bragg Financial Advisors
North Carolina
$235K -$19.8K -45 -8%
TL
1547
Tradewinds LLC
North Carolina
$235K -$11.9K -27 -5%
SIM
1548
SSI Investment Management
California
$235K – – –
HW
1549
Hamilton Wealth
California
$234K – – –
BCG
1550
Breakwater Capital Group
New Jersey
$233K +$8.8K +20 +4%