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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3001
Satovsky Asset Management
New York
$753K +$972 +2 +0.1%
MWM
3002
Maripau Wealth Management
Indiana
$753K -$97.7K -201 -12%
GAMC
3003
Garner Asset Management Corp
Texas
$752K – – –
SL
3004
SFM LLC
New Hampshire
$752K +$14.1K +29 +2%
BA
3005
Birinyi Associates
Connecticut
$751K – – –
GIP
3006
Greatmark Investment Partners
Georgia
$751K – – –
CFS
3007
Coordinated Financial Services
Colorado
$750K +$169K +348 +31%
SAMT
3008
Select Asset Management & Trust
Pennsylvania
$750K – – –
FWTB
3009
First Western Trust Bank
Colorado
$750K +$8.26K +17 +1%
BIA
3010
Bigelow Investment Advisors
Maine
$749K -$45.2K -93 -6%
SI
3011
Stonekeep Investments
New Mexico
$747K +$720K +1,482 New
DA
3012
Drake & Associates
Wisconsin
$747K -$94.3K -194 -12%
BTWM
3013
Brass Tax Wealth Management
Ohio
$747K +$720K +1,482 New
CPL
3014
CAP Partners LLC
Tennessee
$746K +$6.8K +14 +1%
SLWA
3015
San Luis Wealth Advisors
California
$746K +$27.2K +56 +4%
SAM
3016
S.A. Mason
Michigan
$744K +$71.5K +147 +11%
BWAM
3017
Boyd Watterson Asset Management
Ohio
$741K -$157K -324 -18%
WDG
3018
Wealth Dimensions Group
Ohio
$740K +$149K +306 +26%
TIM
3019
Total Investment Management
Arizona
$740K -$35.5K -73 -5%
WIM
3020
Warwick Investment Management
Texas
$740K +$30.1K +62 +4%
HBW
3021
Hazlett, Burt & Watson
West Virginia
$739K +$31.1K +64 +5%
HC
3022
Hamilton Capital
Ohio
$739K -$201K -413 -22%
GA
3023
GSG Advisors
New Jersey
$738K +$10.7K +22 +2%
CHA
3024
Cooper/Haims Advisors
New York
$738K +$116K +238 +19%
ACM
3025
Aljian Capital Management
Nevada
$738K +$29.2K +60 +4%
119 120
121
122 123