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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2726
Concentrum Wealth Management
California
$239K +$221K +2,680 New
CFP
2727
Curran Financial Partners
South Carolina
$239K +$221K +2,680 New
MWM
2728
Marion Wealth Management
Pennsylvania
$239K +$221K +2,680 New
MWM
2729
McNaughton Wealth Management
California
$238K +$220K +2,670 New
LI
2730
Lafayette Investments
Maryland
$237K +$219K +2,660 New
NA
2731
Navellier & Associates
Nevada
$237K +$219K +2,660 New
WF
2732
Whelan Financial
California
$237K +$219K +2,660 New
WAM
2733
WNY Asset Management
New York
$237K +$219K +2,660 New
GPA
2734
Garrison Point Advisors
California
$236K -$20.6K -250 -9%
DBIA
2735
Dumont & Blake Investment Advisors
New Jersey
$236K +$218K +2,650 New
IA
2736
Integrity Alliance
Iowa
$236K +$218K +2,650 New
PDM
2737
Penn Davis McFarland
Texas
$236K +$218K +2,650 New
SL
2738
Sentinus LLC
Illinois
$235K +$217K +2,640 New
IW
2739
Instrumental Wealth
Florida
$235K +$193K +2,340 New
PCS
2740
Private Client Services
Kentucky
$234K +$216K +2,630 New
GKIM
2741
GW&K Investment Management
Massachusetts
$234K +$1.65K +20 +0.8%
DIM
2742
Delta Investment Management
California
$234K +$216K +2,620 New
GVCM
2743
Global View Capital Management
Wisconsin
$233K +$216K +2,630 New
CIC
2744
Crawford Investment Counsel
Georgia
$233K +$215K +2,610 New
CRI
2745
Commonwealth Retirement Investments
Virginia
$233K +$215K +2,610 New
MKC
2746
M. Kraus & Co
Vermont
$233K +$215K +2,610 New
FCB
2747
First County Bank
Connecticut
$233K +$215K +2,610 New
MW
2748
Members Wealth
Pennsylvania
$232K +$186K +2,260 New
GA
2749
GSG Advisors
New Jersey
$232K +$214K +2,600 New
TW
2750
Towerpoint Wealth
California
$232K +$214K +2,600 New
108 109
110
111 112