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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3151
Paragon Advisors
Texas
$2.25M +$497K +1,708 +27%
SAM
3152
Stewart Asset Management
New York
$2.25M -$91.9K -316 -4%
PWM
3153
PBMares Wealth Management
Virginia
$2.25M +$4.07K +14 +0.2%
SWM
3154
Salvus Wealth Management
New Jersey
$2.24M -$15.1K -52 -0.6%
HI
3155
Human Investing
Oregon
$2.24M -$6.11K -21 -0.3%
AFS
3156
Aft Forsyth & Sober
Florida
$2.23M +$21.8K +75 +1%
OAM
3157
Oak Asset Management
California
$2.23M -$117K -402 -5%
SWM
3158
Strategic Wealth Management
Washington
$2.22M +$506K +1,738 +28%
SIMM
3159
Stillwater Investment Management (Minnesota)
Minnesota
$2.21M -$68.1K -234 -3%
WLPWM
3160
Walled Lake Planning & Wealth Management
Illinois
$2.21M +$292K +1,004 +15%
JF
3161
Jump Financial
Illinois
$2.2M -$3.7M -12,708 -62%
PBT
3162
Pictet Bank & Trust
Bahamas
$2.2M -$1.66M -5,690 -42%
OWM
3163
Opes Wealth Management
California
$2.19M +$1.09M +3,756 +93%
EWA
3164
Evolution Wealth Advisors
Florida
$2.19M +$81.8K +281 +4%
NWA
3165
New World Advisors
Massachusetts
$2.18M -$1.61M -5,527 -44%
EA
3166
Emerald Advisors
Washington
$2.17M -$17.5K -60 -0.8%
MPPLM
3167
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.17M -$3.2K -11 -0.1%
GIM
3168
Groesbeck Investment Management
New Jersey
$2.17M -$30.6K -105 -1%
SAM
3169
Satovsky Asset Management
New York
$2.17M +$4.07K +14 +0.2%
KA
3170
KLCM Advisors
Wisconsin
$2.16M +$30.3K +104 +1%
SIC
3171
SFE Investment Counsel
California
$2.16M -$4.36K -15 -0.2%
RVPG
3172
Relative Value Partners Group
$2.16M +$66.6K +229 +3%
CHA
3173
Cooper/Haims Advisors
New York
$2.16M -$29.1K -100 -1%
PWM
3174
Peterson Wealth Management
Nevada
$2.15M +$19.5K +67 +0.9%
ACM
3175
Ativo Capital Management
Illinois
$2.15M -$782K -2,687 -26%
125 126
127
128 129