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Name Holding Trade Value Shares
Change 		Change in
Stake
UOC
2401
UBS O'Connor
Illinois
$424K +$341K +2,000 New
CWM
2402
Castle Wealth Management
Florida
$424K -$34.7K -204 -9%
GGS
2403
Galvin Gaustad & Stein
Arizona
$424K -$78.3K -460 -19%
JMF
2404
Johnson Midwest Financial
Iowa
$423K – – –
WCM
2405
Weik Capital Management
Pennsylvania
$423K -$110K -645 -24%
IPW
2406
Intergy Private Wealth
Colorado
$422K +$339K +1,993 New
TAM
2407
Taurus Asset Management
New York
$422K – – –
CWM
2408
Cadence Wealth Management
Massachusetts
$421K +$3.41K +20 +1%
DIP
2409
DT Investment Partners
Pennsylvania
$420K -$25.5K -150 -8%
EWM
2410
Endurance Wealth Management
Rhode Island
$420K – – –
KWS
2411
Keystone Wealth Services
California
$420K -$23.3K -137 -6%
QC
2412
QCM Cayman
Texas
$418K +$52.6K +309 +19%
MAM
2413
McCarthy Asset Management
California
$418K – – –
SEIA
2414
Signature Estate & Investment Advisors
California
$417K -$3.06K -18 -0.9%
EIP
2415
Ellis Investment Partners
Pennsylvania
$415K +$14.3K +84 +4%
ML
2416
McAdam LLC
Pennsylvania
$415K +$48.7K +286 +17%
FC
2417
Fusion Capital
South Carolina
$415K +$2.04K +12 +0.6%
HA
2418
Hamel Associates
New Jersey
$414K +$40K +235 +14%
9WM
2419
9258 Wealth Management
Ohio
$414K -$14.6K -86 -4%
PS
2420
Planned Solutions
California
$412K +$6.13K +36 +2%
CHP
2421
Cable Hill Partners
Oregon
$411K +$3.92K +23 +1%
HAIM
2422
Hunter Associates Investment Management
Pennsylvania
$411K +$17K +100 +5%
HWM
2423
Howard Wealth Management
Connecticut
$411K – – –
HWM
2424
Horizon Wealth Management
Illinois
$410K +$341 +2 +0.1%
GFA
2425
Gallagher Fiduciary Advisors
Illinois
$408K +$328K +1,927 New
95 96
97
98 99