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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2126
Pegasus Partners
Wisconsin
$201K +$206K +15,360 New
TVAMP
2127
Tennessee Valley Asset Management Partners
Tennessee
$201K +$206K +15,360 New
FC
2128
Fulcrum Capital
Washington
$201K +$206K +15,400 New
CAM
2129
Concorde Asset Management
Michigan
$201K +$1.25M +93,680 +367%
FBFS
2130
First Business Financial Services
Wisconsin
$200K – – –
PGAM
2131
Princeton Global Asset Management
New Jersey
$198K -$53.6K -4,000 -21%
EFSCE
2132
Enterprise Financial Services Corp (EFSC)
Missouri
$197K -$78.2K -5,840 -28%
TCM
2133
Tanaka Capital Management
New York
$193K – – –
MRCM
2134
M&R Capital Management
New Jersey
$193K +$120K +9,000 +155%
SLF
2135
Sun Life Financial
Ontario, Canada
$191K -$4.28K -320 -2%
LTI
2136
Laffer Tengler Investments
Tennessee
$190K – – –
TFO
2137
Tarbox Family Office
California
$189K -$4.82K -360 -2%
JAM
2138
JCIC Asset Management
Ontario, Canada
$189K +$42.8K +3,200 +28%
CWP
2139
Concord Wealth Partners
Virginia
$189K +$193K +14,440 New
BC
2140
Belmont Capital
California
$188K – – –
JWM
2141
Janiczek Wealth Management
Colorado
$187K +$150K +11,200 +359%
APWA
2142
Atlas Private Wealth Advisors
New Jersey
$184K -$18.7K -1,400 -9%
MHR
2143
Matthew Hamilton Rosenberg
$184K – – –
CIM
2144
Contravisory Investment Management
Massachusetts
$184K +$63.2K +4,720 +50%
FFA
2145
Freedman Financial Associates
Massachusetts
$183K +$188K +14,040 New
LPIC
2146
LeJeune Puetz Investment Counsel
Michigan
$180K +$32.1K +2,400 +21%
GC
2147
Garde Capital
Washington
$180K +$185K +13,840 New
DWP
2148
Destiny Wealth Partners
Florida
$178K +$182K +13,600 New
AIM
2149
Anchor Investment Management
South Carolina
$173K +$12.9K +960 +8%
HWM
2150
Holloway Wealth Management
Florida
$172K – – –
84 85
86
87 88