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Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
3126
Legal Advantage Investments
California
$2.82M +$902K +3,325 +43%
CWMU
3127
Caliber Wealth Management (Utah)
Utah
$2.81M -$246K -907 -8%
JWM
3128
Janiczek Wealth Management
Colorado
$2.81M +$187K +688 +7%
CPM
3129
Connective Portfolio Management
New York
$2.81M +$1.49M +5,479 +100%
PCG
3130
Private Capital Group
Connecticut
$2.81M -$2.9M -10,696 -49%
JCM
3131
Jacobsen Capital Management
Utah
$2.81M +$729K +2,686 +33%
MWAM
3132
Manhattan West Asset Management
California
$2.81M +$274K +1,009 +10%
WFS
3133
Walker Financial Services
Kentucky
$2.81M +$12.2K +45 +0.4%
SIC
3134
Samalin Investment Counsel
New York
$2.8M -$80.1K -295 -3%
HA
3135
Harfst & Associates
Wyoming
$2.8M +$101K +371 +4%
TCM
3136
Tributary Capital Management
Nebraska
$2.8M -$76.3K -281 -3%
AIFAIM
3137
American Institute for Advanced Investment Management
Arizona
$2.8M +$19K +70 +0.6%
SDH
3138
Sloy Dahl & Holst
Washington
$2.8M -$17.4K -64 -0.6%
FA
3139
Fiducient Advisors
Illinois
$2.8M +$1.85M +6,811 +167%
CA
3140
Calton & Associates
Florida
$2.79M -$2M -7,387 -40%
ACM
3141
Arrow Capital Management
New York
$2.79M +$2.95M +10,856 New
SWMP
3142
Signature Wealth Management Partners
New Jersey
$2.79M +$31.2K +115 +1%
DBG
3143
De Burlo Group
Massachusetts
$2.78M -$27.1M -100,031 -90%
MSR
3144
Main Street Research
Connecticut
$2.78M -$25.9M -95,521 -90%
SJIM
3145
St. Johns Investment Management
Florida
$2.78M +$46.1K +170 +2%
DFG
3146
Delphi Financial Group
Delaware
$2.77M -$1.47M -5,400 -33%
AIC
3147
Argus Investors Counsel
New York
$2.77M +$84.1K +310 +3%
BC
3148
Bowman & Company
Wisconsin
$2.76M +$324K +1,194 +12%
CC
3149
Callan Capital
California
$2.75M +$218K +805 +8%
CC
3150
Copperleaf Capital
North Carolina
$2.75M +$33.4K +123 +1%
124 125
126
127 128