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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
2301
Royal Capital Wealth Management
Indiana
$222K -$24.3K -719 -10%
VCM
2302
Versant Capital Management
Arizona
$221K +$6.93K +205 +3%
BCM
2303
Boltwood Capital Management
California
$221K -$72.6K -2,150 -24%
PP
2304
PDT Partners
New York
$220K +$230K +6,800 New
APW
2305
Austin Private Wealth
Texas
$220K +$229K +6,791 New
FPCP
2306
Fort Point Capital Partners
California
$220K -$2.87K -85 -1%
TCM
2307
Telos Capital Management
California
$219K -$3.33M -98,628 -94%
BG
2308
Bollard Group
Massachusetts
$219K -$23.3M -688,951 -99%
DJYG
2309
David J. Yvars Group
Florida
$219K -$132K -3,892 -37%
OA
2310
Operose Advisors
Wisconsin
$219K -$15.5K -458 -6%
CW
2311
CIC Wealth
Maryland
$219K -$65.1K -1,926 -22%
CFS
2312
Commonwealth Financial Services
West Virginia
$218K +$228K +6,737 New
KAS
2313
KPP Advisory Services
Kentucky
$218K +$227K +6,733 New
FBB
2314
Fulton Breakefield Broenniman
Maryland
$218K +$227K +6,714 New
SCA
2315
Southern Capital Advisors
Tennessee
$217K -$126K -3,726 -36%
SP
2316
Successful Portfolios
Florida
$217K -$16.2K -479 -7%
AWM
2317
Aberdeen Wealth Management
Illinois
$217K – – –
HCM
2318
Hutner Capital Management
Vermont
$217K – – –
CWM
2319
Calamos Wealth Management
Illinois
$216K -$72.1K -2,134 -24%
CAM
2320
Concorde Asset Management
Michigan
$216K +$30.2K +894 +15%
CWM
2321
Connecticut Wealth Management
Connecticut
$215K +$19.3K +570 +9%
WAOI
2322
Wealth Advisors of Iowa
Iowa
$215K -$32.1K -951 -13%
JLBC
2323
J.L. Bainbridge & Co
Florida
$215K -$12.5K -369 -5%
WCM
2324
WealthBridge Capital Management
Ohio
$215K +$26.4K +781 +13%
SFP
2325
Shepherd Financial Partners
Massachusetts
$214K -$1.28K -38 -0.6%
91 92
93
94 95