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Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
3751
Penn Davis McFarland
Texas
$407K +$19.1K +89 +5%
SCM
3752
Shapiro Capital Management
Georgia
$404K +$430 +2 +0.1%
BAM
3753
Banta Asset Management
California
$404K +$390K +1,816 New
WCM
3754
Wealthcare Capital Management
Virginia
$401K +$64.7K +301 +20%
CG
3755
Castellan Group
Kentucky
$400K +$387K +1,800 New
CFP
3756
Curran Financial Partners
South Carolina
$399K +$386K +1,794 New
HWM
3757
HighMark Wealth Management
Minnesota
$397K -$256K -1,189 -40%
CPW
3758
Catalyst Private Wealth
California
$396K -$7.53K -35 -2%
BF
3759
Blankinship & Foster
California
$396K – – –
SCA
3760
Stuart Chaussee & Associates
California
$396K +$9.03K +42 +2%
PCMM
3761
Piedmont Capital Management (Montana)
Montana
$396K +$383K +1,782 New
LI
3762
LVZ Inc
Michigan
$394K +$215 +1 +0.1%
SMG
3763
Smart Money Group
Texas
$391K -$118K -550 -24%
PD
3764
Planning Directions
Pennsylvania
$389K +$645 +3 +0.2%
DFA
3765
DHJJ Financial Advisors
Illinois
$388K +$375K +1,745 New
AWM
3766
AAF Wealth Management
Massachusetts
$387K +$374K +1,741 New
NRI
3767
NFP Retirement Inc
California
$384K +$91.6K +426 +33%
SCM
3768
Seascape Capital Management
New Hampshire
$383K -$860 -4 -0.2%
SFP
3769
Sterling Financial Planning
New Jersey
$382K +$369K +1,718 New
MGWM
3770
Marks Group Wealth Management
Minnesota
$381K +$21.9K +102 +6%
HGWM
3771
Harvest Group Wealth Management
Massachusetts
$381K +$26.4K +123 +8%
CFG
3772
Compton Financial Group
Maryland
$380K +$336K +1,564 New
TIM
3773
Triad Investment Management
California
$378K -$108K -500 -23%
I2I
3774
Insight 2811 Inc
Illinois
$378K -$51.8K -241 -12%
GC
3775
Gruss & Co
Florida
$378K -$32.3K -150 -8%
149 150
151
152 153