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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2226
Pension & Wealth Management Advisors
Massachusetts
$837K -$31.4K -1,450 -5%
ML
2227
McAdam LLC
Pennsylvania
$837K +$22.7K +1,050 +4%
SWRP
2228
Summit Wealth & Retirement Planning
California
$837K -$226K -10,450 -26%
FWM
2229
Focused Wealth Management
New York
$836K +$88.7K +4,100 +16%
BOM
2230
Bank of Marin
California
$836K +$13K +600 +2%
CNAM
2231
Campbell Newman Asset Management
Wisconsin
$834K – – –
CGA
2232
Crescent Grove Advisors
Illinois
$833K -$3.25K -150 -0.5%
BWAM
2233
Boyd Watterson Asset Management
Ohio
$833K – – –
GPCM
2234
Granite Point Capital Management
Massachusetts
$833K – – –
TM
2235
Triatomic Management
California
$833K – – –
LFM
2236
Lumina Fund Management
New York
$833K – – –
HAS
2237
HBW Advisory Services
California
$833K +$649K +29,980 New
RCM
2238
Ratan Capital Management
Florida
$833K +$649K +30,000 New
AWCI
2239
Alpine Woods Capital Investors
New York
$832K -$498K -23,000 -43%
FC
2240
Financial Consulate
Maryland
$829K +$62.3K +2,880 +11%
BCM
2241
Brainard Capital Management
Texas
$828K -$81.2K -3,750 -11%
MCC
2242
Money Concepts Capital
Florida
$827K -$6.47M -298,790 -91%
SGA
2243
Seaport Global Advisors
Massachusetts
$827K -$140K -6,480 -18%
KPWG
2244
KFA Private Wealth Group
Virginia
$820K -$86.4K -3,990 -12%
MCM
2245
Morton Capital Management
California
$819K – – –
DP
2246
Dearborn Partners
Illinois
$819K – – –
FMP
2247
Financial Management Professionals
Texas
$819K +$168K +7,780 +36%
GHAM
2248
Gilman Hill Asset Management
Connecticut
$816K -$85.5K -3,950 -12%
JWCA
2249
J.W. Coons Advisors
Ohio
$815K -$27.1K -1,250 -4%
PAG
2250
Paladin Advisory Group
Iowa
$813K +$634K +29,280 New
88 89
90
91 92