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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2751
USAdvisors Wealth Management
Minnesota
$378K +$191K +766 +82%
JSC
2752
Jackson Square Capital
California
$377K -$1.58M -6,335 -79%
MC
2753
Montag & Caldwell
Georgia
$375K -$36.7M -146,985 -99%
TCM
2754
Tanaka Capital Management
New York
$375K -$182K -730 -30%
PS
2755
Planned Solutions
California
$374K +$3.75K +15 +0.9%
PW
2756
Peninsula Wealth
California
$373K -$122K -489 -23%
ML
2757
McAdam LLC
Pennsylvania
$373K +$750 +3 +0.2%
BA
2758
Ballew Advisors
Mississippi
$373K +$82.5K +330 +24%
WWM
2759
Windsor Wealth Management
Indiana
$372K -$131K -523 -24%
PIA
2760
Powell Investment Advisors
Florida
$372K +$126K +503 +43%
MA
2761
Maxele Advisors
Missouri
$372K -$1K -4 -0.2%
SRC
2762
Shufro Rose & Co
New York
$370K -$17.2K -69 -4%
TCM
2763
Tufton Capital Management
Maryland
$370K +$163K +652 +64%
BEW
2764
Burton Enright Welch
California
$367K +$17.7K +71 +4%
BWM
2765
Baystate Wealth Management
Massachusetts
$367K -$10.5K -42 -2%
RCA
2766
Resonant Capital Advisors
Wisconsin
$367K +$90.2K +361 +28%
RWRC
2767
R.W. Roge & Company
New York
$366K -$2.5K -10 -0.6%
FBFS
2768
First Business Financial Services
Wisconsin
$366K +$3.75K +15 +0.9%
RS
2769
Retirement Solution
Washington
$366K +$100K +400 +32%
LHEI
2770
Leo H. Evart Inc
California
$365K -$99.5K -398 -20%
IA
2771
Integrity Advisory
Kansas
$364K +$409K +1,635 New
WWM
2772
Wolff Wiese Magana
California
$363K -$88K -352 -18%
GIP
2773
Greatmark Investment Partners
Georgia
$361K – – –
GWA
2774
Geometric Wealth Advisors
District of Columbia
$360K -$62.5K -250 -13%
CCC
2775
Chelsea Counsel Company
California
$359K -$357K -1,428 -47%
109 110
111
112 113