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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
2926
Gagnon Securities
New York
$230K – – –
4WM
2927
44 Wealth Management
Oregon
$230K +$231K +843 New
VV
2928
Verity & Verity
South Carolina
$230K +$245K +895 New
LCWP
2929
Legacy Capital Wealth Partners
Arkansas
$229K +$217K +793 New
CCG
2930
Chatham Capital Group
Georgia
$229K +$230K +838 New
LFASL
2931
Lugano Financial Advisors SA (LFA)
Switzerland
$228K – – –
PFM
2932
Peak Financial Management
Massachusetts
$227K +$228K +831 New
FBA
2933
Front Barnett Associates
Illinois
$226K -$35.4K -129 -13%
FPCG
2934
Fort Pitt Capital Group
Pennsylvania
$225K +$9.32K +34 +4%
SSWM
2935
Smith Salley Wealth Management
North Carolina
$225K +$226K +823 New
MIM
2936
MTM Investment Management
South Carolina
$225K +$226K +824 New
SWP
2937
ShoreHaven Wealth Partners
New Jersey
$224K +$225K +820 New
RP
2938
Riverbridge Partners
Minnesota
$222K -$2.74K -10 -1%
IFG
2939
Investors Financial Group
Minnesota
$222K +$5.48K +20 +3%
PPW
2940
Pasadena Private Wealth
California
$221K -$31K -113 -12%
EIA
2941
Eldridge Investment Advisors
New Hampshire
$221K – – –
PIM
2942
Penobscot Investment Management
Massachusetts
$221K – – –
HPCM
2943
High Pointe Capital Management
Illinois
$219K – – –
LC
2944
Lincoln Capital
Nebraska
$219K – – –
MPIA
2945
Mountain Pacific Investment Advisers
Idaho
$219K – – –
PS
2946
Portfolio Strategies
New York
$219K – – –
UIA
2947
UBP Investment Advisors
Switzerland
$219K – – –
WPC
2948
White Pine Capital
Minnesota
$219K – – –
UWM
2949
USAdvisors Wealth Management
Minnesota
$219K +$220K +803 New
RMAM
2950
Raab & Moskowitz Asset Management
New Jersey
$218K – – –
116 117
118
119 120