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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2626
Jag Capital Management
Missouri
$527K -$46.8K -218 -8%
TWM
2627
TMD Wealth Management
Arizona
$527K – – –
ICP
2628
Interchange Capital Partners
Pennsylvania
$527K +$260K +1,212 +99%
LAM
2629
L2 Asset Management
Massachusetts
$526K +$521K +2,427 New
SIC
2630
Samalin Investment Counsel
New York
$525K +$34.3K +160 +7%
BC
2631
Bowman & Company
Wisconsin
$525K +$520K +2,424 New
PP
2632
Palladium Partners
Virginia
$524K -$150K -700 -22%
FNBOSM
2633
First National Bank of South Miami
Florida
$524K -$429 -2 -0.1%
DWA
2634
Dougherty Wealth Advisers
Minnesota
$524K – – –
MWA
2635
Moser Wealth Advisors
Washington
$523K – – –
SEIA
2636
Signature Estate & Investment Advisors
California
$523K +$78.4K +365 +18%
VAFP
2637
Vahanian & Associates Financial Planning
New York
$523K +$518K +2,415 New
KA
2638
KLCM Advisors
Wisconsin
$521K +$21.3K +99 +4%
JSW
2639
Journey Strategic Wealth
New Jersey
$520K +$515K +2,401 New
GP
2640
Geneva Partners
Wisconsin
$518K -$5.37K -25 -1%
SC
2641
Sierra Capital
Florida
$518K +$178K +831 +53%
PAM
2642
Paradigm Asset Management
New York
$518K -$64.4K -300 -11%
CG
2643
Carmignac Gestion
France
$517K -$66.1M -308,072 -99%
TA
2644
Trellis Advisors
Washington
$517K -$9.45K -44 -2%
MAM
2645
McCarthy Asset Management
California
$517K +$215 +1 +0%
TCBWMS
2646
Texas Capital Bank Wealth Management Services
Texas
$515K +$6.01K +28 +1%
MTWM
2647
Masso Torrence Wealth Management
New Jersey
$515K +$510K +2,378 New
WF
2648
WoodTrust Financial
Wisconsin
$514K +$96.6K +450 +23%
MC
2649
Merlin Capital
Rhode Island
$514K +$509K +2,373 New
VA
2650
Valmark Advisers
Ohio
$513K -$139K -648 -21%
104 105
106
107 108