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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2601
Paragon Capital Management (Colorado)
Colorado
$443K – – –
WAM
2602
WNY Asset Management
New York
$443K +$446K +1,626 New
CIAS
2603
CFS Investment Advisory Services
New Jersey
$442K +$444K +1,618 New
CCC
2604
Chelsea Counsel Company
California
$441K -$69.6K -254 -14%
HCM
2605
Hall Capital Management
Rhode Island
$441K -$24.7K -90 -5%
GC
2606
Gratus Capital
Georgia
$438K +$166K +605 +61%
OQS
2607
Occudo Quantitative Strategies
Florida
$438K +$439K +1,603 New
W
2608
WealthOne
New York
$437K +$439K +1,600 New
LWP
2609
Lumature Wealth Partners
Georgia
$431K +$433K +1,578 New
PC
2610
Pecaut & Co
Iowa
$430K – – –
JF
2611
JSF Financial
California
$430K +$4.11K +15 +1%
CCM
2612
Cox Capital Management
Massachusetts
$429K – – –
HIM
2613
Hillsdale Investment Management
Ontario, Canada
$428K – – –
LB
2614
Legacy Bridge
Iowa
$427K – – –
SEIA
2615
Signature Estate & Investment Advisors
California
$427K +$10.1K +37 +2%
SWA
2616
Sax Wealth Advisors
New Jersey
$427K +$429K +1,565 New
TCOT
2617
Trust Company of Toledo
Ohio
$425K +$21.9K +80 +5%
SIC
2618
Samalin Investment Counsel
New York
$424K -$27.4K -100 -6%
DLG
2619
Daniel L. Goodwin
$424K – – –
SAM
2620
S.A. Mason
Michigan
$424K +$36.5K +133 +9%
BFG
2621
Bouchey Financial Group
New York
$424K +$54.8K +200 +15%
CA
2622
Crewe Advisors
Utah
$423K +$162K +592 +62%
BA
2623
Ballast Advisors
Minnesota
$422K +$28.2K +103 +7%
KCM
2624
Karp Capital Management
California
$421K -$303K -1,106 -42%
AWM
2625
Adams Wealth Management
Utah
$418K -$13.4K -49 -3%
103 104
105
106 107