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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2751
Montag & Caldwell
Georgia
$375K -$36.7M -146,985 -99%
TCM
2752
Tanaka Capital Management
New York
$375K -$182K -730 -30%
PS
2753
Planned Solutions
California
$374K +$3.75K +15 +0.9%
PW
2754
Peninsula Wealth
California
$373K -$122K -489 -23%
ML
2755
McAdam LLC
Pennsylvania
$373K +$750 +3 +0.2%
BA
2756
Ballew Advisors
Mississippi
$373K +$82.5K +330 +24%
WWM
2757
Windsor Wealth Management
Indiana
$372K -$131K -523 -24%
PIA
2758
Powell Investment Advisors
Florida
$372K +$126K +503 +43%
MA
2759
Maxele Advisors
Missouri
$372K -$1K -4 -0.2%
SRC
2760
Shufro Rose & Co
New York
$370K -$17.2K -69 -4%
TCM
2761
Tufton Capital Management
Maryland
$370K +$163K +652 +64%
BEW
2762
Burton Enright Welch
California
$367K +$17.7K +71 +4%
BWM
2763
Baystate Wealth Management
Massachusetts
$367K -$10.5K -42 -2%
RCA
2764
Resonant Capital Advisors
Wisconsin
$367K +$90.2K +361 +28%
RWRC
2765
R.W. Roge & Company
New York
$366K -$2.5K -10 -0.6%
FBFS
2766
First Business Financial Services
Wisconsin
$366K +$3.75K +15 +0.9%
RS
2767
Retirement Solution
Washington
$366K +$100K +400 +32%
LHEI
2768
Leo H. Evart Inc
California
$365K -$99.5K -398 -20%
IA
2769
Integrity Advisory
Kansas
$364K +$409K +1,635 New
WWM
2770
Wolff Wiese Magana
California
$363K -$88K -352 -18%
GIP
2771
Greatmark Investment Partners
Georgia
$361K – – –
GWA
2772
Geometric Wealth Advisors
District of Columbia
$360K -$62.5K -250 -13%
CCC
2773
Chelsea Counsel Company
California
$359K -$357K -1,428 -47%
FUBT
2774
First United Bank & Trust
Maryland
$358K +$48.2K +193 +14%
SAM
2775
S.A. Mason
Michigan
$357K – – –
109 110
111
112 113