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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
2501
McDaniel Terry & Co
Texas
$2.94M +$240K +3,310 +11%
OQS
2502
Occudo Quantitative Strategies
Florida
$2.94M +$2.36M +32,560 New
OCM
2503
Orion Capital Management
California
$2.94M +$260K +3,590 +12%
WA
2504
Wealth Architects
California
$2.94M -$146K -2,020 -6%
SIM
2505
SSI Investment Management
California
$2.94M -$114K -1,570 -5%
DIM
2506
Delta Investment Management
California
$2.93M +$76.1K +1,050 +3%
KTM
2507
Keeler Thomas Management
Utah
$2.92M -$315K -4,340 -12%
NJBEST
2508
New Jersey Better Educational Savings Trust
New Jersey
$2.91M – – –
PIM
2509
Profit Investment Management
Maryland
$2.91M -$39.9K -550 -2%
KWM
2510
Kolinsky Wealth Management
New Jersey
$2.9M +$521K +7,190 +29%
SIC
2511
Samalin Investment Counsel
New York
$2.89M -$106K -1,460 -4%
WAM
2512
WNY Asset Management
New York
$2.89M +$657K +9,070 +40%
BWM
2513
Bulltick Wealth Management
Florida
$2.89M -$2.64M -36,420 -53%
GL
2514
Gerber LLC
Ohio
$2.88M +$145K +2,000 +7%
PPWM
2515
Paragon Private Wealth Management
Kentucky
$2.88M +$353K +4,870 +18%
PFM
2516
Peak Financial Management
Massachusetts
$2.87M +$370K +5,110 +19%
WFA
2517
Wellspring Financial Advisors
Ohio
$2.87M +$431K +5,940 +23%
AIM
2518
Acropolis Investment Management
Missouri
$2.87M -$312K -4,300 -12%
AA
2519
Acorns Advisers
California
$2.86M +$884K +12,190 +62%
IWA
2520
IVC Wealth Advisors
Pennsylvania
$2.86M -$248K -3,420 -10%
CCM
2521
Crew Capital Management
Ohio
$2.85M +$759K +10,470 +50%
OMC
2522
Old Mission Capital
Illinois
$2.85M +$2.28M +31,490 New
BA
2523
Bellwether Advisors
Nebraska
$2.84M -$3.38M -46,590 -60%
HW
2524
Hamilton Wealth
California
$2.84M +$6.52K +90 +0.3%
FOA
2525
Five Oceans Advisors
California
$2.84M – – –
99 100
101
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