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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1676
Schnieders Capital Management
California
$334K +$101K +1,164 +47%
NB
1677
Nicolet Bankshares
Wisconsin
$334K – – –
FEM
1678
Fulcrum Equity Management
Texas
$333K -$2.08K -24 -0.7%
ACM
1679
Argent Capital Management
Missouri
$333K – – –
GS
1680
GWN Securities
Florida
$332K -$752K -8,674 -71%
CPWA
1681
Cerro Pacific Wealth Advisors
California
$331K +$82.6K +953 +36%
CA
1682
Cornerstone Advisory
Maryland
$331K +$8.23K +95 +3%
BC
1683
Broadwater Capital
Massachusetts
$331K – – –
JC
1684
JBGlobal.com
New York
$331K +$260 +3 +0.1%
AWMM
1685
Aegis Wealth Management (Maryland)
Maryland
$330K – – –
SIM
1686
Stratos Investment Management
Ohio
$330K -$44.2K -510 -12%
ACM
1687
Alta Capital Management
Utah
$330K -$34.7K -400 -10%
SL
1688
Sentry LLC
Tennessee
$330K – – –
WPP
1689
Whalerock Point Partners
Rhode Island
$330K – – –
DWM
1690
Drive Wealth Management
Utah
$328K -$78.1K -901 -20%
FFP
1691
FourThought Financial Partners
Florida
$327K -$104K -1,199 -25%
RIP
1692
RAM Investment Partners
Washington
$327K +$17.9K +206 +6%
AFM
1693
Abbot Financial Management
Massachusetts
$326K – – –
MAM
1694
MWA Asset Management
Massachusetts
$326K -$14.3K -165 -4%
PFW
1695
Petros Family Wealth
Minnesota
$326K -$24K -277 -7%
BWA
1696
Bestgate Wealth Advisors
Maryland
$326K – – –
CT
1697
Caldwell Trust
Florida
$326K +$43.3K +500 +16%
VNA
1698
Valley National Advisers
Pennsylvania
$325K -$25.2K -291 -8%
JFGIW
1699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$325K -$282K -3,258 -48%
OPWM
1700
Oregon Pacific Wealth Management
Oregon
$324K +$22.4K +258 +8%
66 67
68
69 70