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Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1401
Three Seasons Wealth
Utah
$358K +$352K +4,192 New
FIM
1402
Freedom Investment Management
Connecticut
$357K -$34.5K -410 -9%
BPWM
1403
Badgley Phelps Wealth Managers
Washington
$357K +$46K +547 +15%
CST
1404
Charles Schwab Trust
Nevada
$356K +$14K +167 +4%
GS
1405
GWN Securities
Florida
$353K +$333K +3,965 New
JSC
1406
Jackson Square Capital
California
$353K +$8.15K +97 +2%
VHAM
1407
Van Hulzen Asset Management
California
$353K -$91.5K -1,088 -21%
OS
1408
Objectivity Squared
South Carolina
$351K -$26.3K -313 -7%
LCGC
1409
Legacy Capital Group California
California
$351K -$420 -5 -0.1%
LWM
1410
Lionshead Wealth Management
New York
$351K +$346K +4,111 New
HAM
1411
Hedges Asset Management
Nevada
$350K – – –
LCM
1412
LCM Capital Management
Illinois
$350K – – –
NFP
1413
Narus Financial Partners
Utah
$350K +$20.6K +245 +6%
WSC
1414
Wellington Shields & Co
New York
$348K +$75.5K +898 +28%
SIM
1415
Sentry Investment Management
Wisconsin
$348K -$55.8K -664 -14%
SFP
1416
Shepherd Financial Partners
Massachusetts
$348K -$8.66K -103 -2%
MW
1417
Marcum Wealth
Ohio
$348K +$36.8K +438 +12%
EA
1418
Everpar Advisors
Oklahoma
$348K +$23K +273 +7%
MW
1419
MBL Wealth
North Carolina
$348K -$7.15K -85 -2%
RWMG
1420
Redwood Wealth Management Group
New Jersey
$347K -$2.1K -25 -0.6%
BFS
1421
Bard Financial Services
Connecticut
$345K -$98.8K -1,175 -23%
PFSC
1422
Peoples Financial Services Corp
Pennsylvania
$344K -$21K -250 -6%
SAMC
1423
Spectrum Asset Management (California)
California
$343K – – –
AIA
1424
AssuredPartners Investment Advisors
Florida
$342K +$337K +4,003 New
MWM
1425
Mindset Wealth Management
Indiana
$341K -$10.9K -130 -3%
55 56
57
58 59