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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2501
Carroll Investors
South Carolina
$3.16M +$1.07M +1,608 +51%
MSWM
2502
McGlone Suttner Wealth Management
Wisconsin
$3.14M -$144K -216 -4%
CWM
2503
Chesapeake Wealth Management
Virginia
$3.12M +$64.8K +97 +2%
WMA
2504
West Michigan Advisors
Michigan
$3.12M +$803K +1,202 +34%
HFM
2505
Hartford Funds Management
Pennsylvania
$3.11M +$1.37M +2,055 +77%
LCWM
2506
Legacy Capital Wealth Management
Texas
$3.1M +$3.14M +4,703 New
MCI
2507
MRP Capital Investments
Georgia
$3.1M +$361K +541 +13%
SSA
2508
SSA Swiss Advisors
$3.1M – – –
UAML
2509
US Asset Management LLC
Pennsylvania
$3.1M -$28.7K -43 -0.9%
AGA
2510
Accuvest Global Advisors
Utah
$3.1M -$982K -1,470 -24%
IIC
2511
Integrated Investment Consultants
Michigan
$3.1M -$46.1K -69 -1%
NAMNJ
2512
NorthStar Asset Management (New Jersey)
New Jersey
$3.09M +$70.1K +105 +2%
ARA
2513
Alexander Randolph Advisory
Virginia
$3.09M +$3.13M +4,681 New
PCG
2514
PFC Capital Group
California
$3.09M -$125K -187 -4%
FWM
2515
Forteris Wealth Management
New York
$3.09M +$3.12M +4,675 New
MHWM
2516
Montz Harcus Wealth Management
Louisiana
$3.08M -$29.4K -44 -0.9%
RPSA
2517
Richard P. Slaughter Associates
Texas
$3.08M -$210K -315 -6%
BCM
2518
Boltwood Capital Management
California
$3.08M +$48.7K +73 +2%
BAM
2519
Byrne Asset Management
New Jersey
$3.08M -$122K -182 -4%
LWM
2520
LJI Wealth Management
Indiana
$3.08M +$168K +251 +6%
TDB
2521
Thompson David Blair
$3.07M +$3.11M +4,655 New
SSC
2522
Syverson Strege & Co
Iowa
$3.07M -$75.5K -113 -2%
KAM
2523
KEB Asset Management
Illinois
$3.07M +$141K +211 +5%
QFA
2524
Quantum Financial Advisors
California
$3.07M +$803K +1,202 +35%
PWM
2525
Purus Wealth Management
California
$3.07M +$117K +175 +4%
99 100
101
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