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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3601
Defined Wealth Management
Oregon
$779K +$6.61K +26 +0.9%
CPWM
3602
Cypress Point Wealth Management
Texas
$777K +$83.6K +329 +13%
LRIC
3603
Long Road Investment Counsel
Michigan
$775K – – –
CWM
3604
Comprehensive Wealth Management
Washington
$769K -$113K -444 -14%
OAM
3605
Oberweis Asset Management
Illinois
$767K -$12.7K -50 -2%
HCP
3606
Holt Capital Partners
Texas
$767K – – –
FMP
3607
Financial Management Professionals
Texas
$767K +$33K +130 +5%
WIC
3608
Wilkins Investment Counsel
Massachusetts
$765K – – –
LWA
3609
Lowe Wealth Advisors
Maryland
$764K – – –
CC
3610
Centiva Capital
New York
$762K -$3.4M -13,364 -83%
NP
3611
Ninepoint Partners
Ontario, Canada
$761K +$60K +236 +9%
AWM
3612
Activest Wealth Management
Florida
$751K -$520K -2,045 -42%
EA
3613
Eclectic Associates
California
$748K -$46K -181 -6%
SL
3614
Salomon & Ludwin
Virginia
$748K +$80.6K +317 +13%
CCM
3615
Chiron Capital Management
Florida
$746K -$229K -900 -25%
PFT
3616
Providence First Trust
Arizona
$744K -$5.08K -20 -0.7%
ETS
3617
ESL Trust Services
New York
$743K -$33.3K -131 -5%
RL
3618
Ruffer LLP
United Kingdom
$742K -$15.8K -62 -2%
CWM
3619
Cranbrook Wealth Management
Michigan
$738K -$12.7K -50 -2%
BWLSA
3620
Blue Water Life Science Advisors
California
$738K – – –
BWM
3621
Brickley Wealth Management
California
$738K +$70.9K +279 +11%
CCM
3622
Coe Capital Management
Illinois
$735K -$15.3K -60 -2%
EA
3623
Elm Advisors
California
$734K -$25.4K -100 -4%
SI
3624
Shaker Investments
Ohio
$732K – – –
AWM
3625
Aprio Wealth Management
Georgia
$731K +$686K +2,698 New
143 144
145
146 147