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Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
3626
Boothe Investment Group
Delaware
$668K +$36.9K +159 +6%
HCP
3627
Holt Capital Partners
Texas
$667K – – –
CM
3628
Crestline Management
Texas
$666K -$853K -3,675 -57%
WIC
3629
Wilkins Investment Counsel
Massachusetts
$666K -$10.4K -45 -2%
LWA
3630
Lowe Wealth Advisors
Maryland
$665K +$7.89K +34 +1%
EA
3631
Elm Advisors
California
$662K -$24.1K -104 -4%
RL
3632
Ruffer LLP
United Kingdom
$660K -$53.8K -232 -8%
ECM
3633
EMC Capital Management
Texas
$660K – – –
ST
3634
Sageworth Trust
Pennsylvania
$658K -$47.3K -204 -7%
WCWM
3635
Willow Creek Wealth Management
California
$658K -$46.6K -201 -7%
SC
3636
Soundwatch Capital
Connecticut
$656K -$25.3K -109 -4%
CCM
3637
Coe Capital Management
Illinois
$654K -$87K -375 -12%
SPA
3638
Sentinel Pension Advisors
Massachusetts
$654K -$81.7K -352 -11%
CWM
3639
Cranbrook Wealth Management
Michigan
$654K +$30.9K +133 +5%
3F
3640
360 Financial
Minnesota
$653K +$55.2K +238 +9%
KFS
3641
Kelly Financial Services
Massachusetts
$653K -$464 -2 -0.1%
PFT
3642
Providence First Trust
Arizona
$652K -$4.05M -17,473 -86%
BWLSA
3643
Blue Water Life Science Advisors
California
$643K – – –
CPW
3644
Catalyst Private Wealth
California
$638K +$215K +925 +52%
FMP
3645
Financial Management Professionals
Texas
$637K +$1.62K +7 +0.3%
SI
3646
Shaker Investments
Ohio
$637K +$117K +503 +23%
CF
3647
Copperwynd Financial
Arizona
$634K +$67.3K +290 +12%
BG
3648
Benedetti & Gucer
Georgia
$626K +$616K +2,655 New
FS
3649
Ferguson Shapiro
Georgia
$625K +$31.6K +136 +5%
TPW
3650
TL Private Wealth
Texas
$620K -$46.6K -201 -8%
144 145
146
147 148