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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1526
Potentia Wealth
California
$369K -$40.3K -426 -9%
WC
1527
Waterloo Capital
Texas
$368K +$67.3K +711 +21%
MIM
1528
Morningstar Investment Management
Illinois
$368K +$76.9K +813 +25%
HCM
1529
Hall Capital Management
Rhode Island
$368K -$29.5K -312 -8%
TCM
1530
Triumph Capital Management
Colorado
$368K -$8.89K -94 -2%
PP
1531
Patten & Patten
Tennessee
$366K -$6.91K -73 -2%
AWM
1532
Allen Wealth Management
North Carolina
$366K -$83.1K -878 -18%
TWM
1533
TriaGen Wealth Management
California
$365K – – –
RI
1534
RWWM Inc
California
$365K +$2.37K +25 +0.6%
GS
1535
Gagnon Securities
New York
$365K -$135K -1,431 -26%
CF
1536
Carlson Financial
Oregon
$363K -$43.1K -456 -10%
DM
1537
Diversified Management
Wisconsin
$363K +$383K +4,054 New
BPWM
1538
BCS Private Wealth Management
New Jersey
$363K +$75.7K +800 +25%
AAS
1539
Ameritas Advisory Services
Nebraska
$362K -$13.6K -144 -3%
GPA
1540
Garrison Point Advisors
California
$362K -$9.46K -100 -2%
CA
1541
CoreCap Advisors
Michigan
$362K -$6.43K -68 -2%
GSC
1542
G&S Capital
Colorado
$362K +$8.04K +85 +2%
BPC
1543
Banque Pictet & Cie
Switzerland
$361K -$75.7K -800 -16%
HIMC
1544
Heritage Investors Management Corp
Maryland
$360K -$12.3K -130 -3%
GPI
1545
General Partner Inc
Pennsylvania
$360K -$18.9K -200 -5%
DTL
1546
Dynamic Technology Lab
Singapore
$360K +$380K +4,015 New
OWA
1547
ORBA Wealth Advisors
Illinois
$359K -$1.38M -14,563 -78%
GWM
1548
GSB Wealth Management
Connecticut
$359K +$5.39K +57 +1%
RW
1549
Rede Wealth
Virginia
$359K -$14.8K -156 -4%
CPA
1550
Cardiff Park Advisors
California
$359K -$1.61K -17 -0.4%
60 61
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63 64