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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
3426
Peoples Bank (Ohio)
Ohio
$2.22M -$995K -7,220 -30%
IDA
3427
Intelligence Driven Advisers
California
$2.22M +$193K +1,397 +9%
GA
3428
Gagnon Advisors
New York
$2.22M – – –
SNBOSD
3429
Security National Bank of So Dak
Iowa
$2.22M +$733K +5,320 +47%
NIWA
3430
New Insight Wealth Advisors
California
$2.21M -$39.7K -288 -2%
HAG
3431
HF Advisory Group
Maryland
$2.21M -$52K -377 -2%
CCM
3432
Connective Capital Management
California
$2.2M – – –
DWM
3433
David Wealth Management
Virginia
$2.2M +$2.26M +16,396 New
EMC
3434
Everest Management Corp
California
$2.2M +$2.26M +16,369 New
TSWM
3435
Triangle Securities Wealth Management
North Carolina
$2.19M -$217K -1,572 -9%
DSN
3436
D. Scott Neal
Kentucky
$2.19M -$36.4K -264 -2%
BEW
3437
Burton Enright Welch
California
$2.19M -$86.6K -628 -4%
AWM
3438
Atticus Wealth Management
Florida
$2.18M +$3.45K +25 +0.2%
CM
3439
Corvex Management
New York
$2.18M – – –
ACM
3440
Anfield Capital Management
California
$2.18M -$16.1K -117 -0.7%
BLAM
3441
Bourne Lent Asset Management
New York
$2.17M – – –
NI
3442
NDVR Inc
Massachusetts
$2.17M -$52.8K -383 -2%
SC
3443
Scratch Capital
Idaho
$2.17M +$2.23M +16,152 New
VW
3444
Vance Wealth
California
$2.16M -$148K -1,074 -6%
TWA
3445
Talisman Wealth Advisors
New Jersey
$2.16M -$9.79K -71 -0.4%
PGWM
3446
Pitti Group Wealth Management
New York
$2.16M +$1.91M +13,857 +632%
CP
3447
Creekside Partners
California
$2.15M +$10.5K +76 +0.5%
SPI
3448
Sutton Place Investors
New York
$2.15M +$197K +1,430 +10%
CWP
3449
Capital Wealth Planning
Florida
$2.15M -$1.26M -9,163 -36%
SWM
3450
SFG Wealth Management
Maryland
$2.15M +$1.86M +13,466 +531%
136 137
138
139 140