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Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
1301
Timber Creek Capital Management
Massachusetts
$503K – – –
SP
1302
Successful Portfolios
Florida
$503K +$25.6K +333 +5%
ABLA
1303
Alan B. Lancz & Associates
Ohio
$503K – – –
GL
1304
Graypoint LLC
New York
$498K +$17.3K +224 +4%
PWP
1305
Principle Wealth Partners
Connecticut
$498K +$224K +2,905 +80%
MCCP
1306
Mission Creek Capital Partners
California
$495K -$74.2K -963 -13%
CCI
1307
Credit Capital Investments
New Jersey
$494K – – –
SG
1308
Stonnington Group
California
$494K +$77K +1,000 +18%
DWA
1309
Douglass Winthrop Advisors
New York
$490K -$631K -8,191 -56%
JF
1310
Joule Financial
Kentucky
$490K -$14.6K -189 -3%
FF
1311
Fluent Financial
Texas
$490K -$394K -5,122 -44%
SFG
1312
SevenBridge Financial Group
Pennsylvania
$488K +$9.24K +120 +2%
GWSG
1313
GPS Wealth Strategies Group
Colorado
$485K +$492K +6,388 New
CQS
1314
Credential Qtrade Securities
$484K +$155K +2,009 +46%
ATPW
1315
Ashton Thomas Private Wealth
Arizona
$483K -$5.01K -65 -1%
PWM
1316
Purus Wealth Management
California
$483K -$4.47K -58 -0.9%
PCA
1317
Peddock Capital Advisors
Massachusetts
$482K +$2.7K +35 +0.6%
SF
1318
Symphony Financial
Texas
$482K +$616 +8 +0.1%
OCM
1319
Orion Capital Management
California
$479K -$7.7K -100 -2%
ONB
1320
Old National Bancorp
Indiana
$478K -$109K -1,412 -18%
YIH
1321
Y-Intercept (HK)
Hong Kong
$477K -$116K -1,508 -19%
FFM
1322
Forum Financial Management
Illinois
$475K -$53.1K -690 -10%
KLC
1323
Knowledge Leaders Capital
Colorado
$473K -$14.5K -188 -3%
ALAM
1324
Asahi Life Asset Management
Japan
$472K +$5.01K +65 +1%
GDP
1325
Great Diamond Partners
Maine
$468K -$12.2K -159 -3%
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