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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2526
SP Asset Management
California
$301K +$1.6K +27 +0.5%
JHP
2527
James Hambro & Partners
United Kingdom
$299K -$21.4K -360 -7%
PTB
2528
Pioneer Trust Bank
Oregon
$299K -$3.44K -58 -1%
AMM
2529
American Money Management
California
$297K -$4.45K -75 -1%
DCM
2530
Driehaus Capital Management
Illinois
$297K +$61.8K +1,041 +26%
1W
2531
1776 Wealth
Georgia
$296K – – –
HWM
2532
Holloway Wealth Management
Florida
$296K – – –
KA
2533
Klingman & Associates
New York
$296K +$18.6K +314 +7%
CISOA
2534
Capital Investment Services of America
Wisconsin
$296K +$299K +5,033 New
HWA
2535
HHM Wealth Advisors
Tennessee
$295K -$2.79K -47 -0.9%
NEPPG
2536
New England Professional Planning Group
Rhode Island
$295K +$5.11K +86 +2%
PO
2537
Private Ocean
California
$294K -$67.5K -1,137 -19%
AFS
2538
Axiom Financial Strategies
Indiana
$294K – – –
TPM
2539
Triasima Portfolio Management
Quebec, Canada
$294K +$297K +5,000 New
TCM
2540
Tandem Capital Management
New Jersey
$291K +$11.9K +200 +4%
SCM
2541
Silvant Capital Management
Georgia
$290K – – –
P
2542
&Partners
Tennessee
$290K +$1.19K +20 +0.4%
BDF
2543
Black Diamond Financial
Maryland
$289K -$52.3K -880 -15%
CA
2544
Callahan Advisors
Texas
$288K -$7.01K -118 -2%
VBFP
2545
Valtinson Bruner Financial Planning
Minnesota
$288K – – –
WIA
2546
World Investment Advisors
California
$288K +$17.9K +301 +6%
NAM
2547
North American Management
Massachusetts
$287K – – –
AP
2548
Advisors Preferred
Maryland
$286K -$84.8K -1,427 -23%
RG
2549
Retirement Group
California
$286K +$30.8K +519 +12%
OWA
2550
Opal Wealth Advisors
New York
$286K +$289K +4,865 New
100 101
102
103 104