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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2301
Boltwood Capital Management
California
$221K -$72.6K -2,150 -24%
PP
2302
PDT Partners
New York
$220K +$230K +6,800 New
APW
2303
Austin Private Wealth
Texas
$220K +$229K +6,791 New
FPCP
2304
Fort Point Capital Partners
California
$220K -$2.87K -85 -1%
TCM
2305
Telos Capital Management
California
$219K -$3.33M -98,628 -94%
BG
2306
Bollard Group
Massachusetts
$219K -$23.3M -688,951 -99%
DJYG
2307
David J. Yvars Group
Florida
$219K -$132K -3,892 -37%
OA
2308
Operose Advisors
Wisconsin
$219K -$15.5K -458 -6%
CW
2309
CIC Wealth
Maryland
$219K -$65.1K -1,926 -22%
CFS
2310
Commonwealth Financial Services
West Virginia
$218K +$228K +6,737 New
KAS
2311
KPP Advisory Services
Kentucky
$218K +$227K +6,733 New
FBB
2312
Fulton Breakefield Broenniman
Maryland
$218K +$227K +6,714 New
SCA
2313
Southern Capital Advisors
Tennessee
$217K -$126K -3,726 -36%
SP
2314
Successful Portfolios
Florida
$217K -$16.2K -479 -7%
AWM
2315
Aberdeen Wealth Management
Illinois
$217K – – –
HCM
2316
Hutner Capital Management
Vermont
$217K – – –
CWM
2317
Calamos Wealth Management
Illinois
$216K -$72.1K -2,134 -24%
CAM
2318
Concorde Asset Management
Michigan
$216K +$30.2K +894 +15%
CWM
2319
Connecticut Wealth Management
Connecticut
$215K +$19.3K +570 +9%
WAOI
2320
Wealth Advisors of Iowa
Iowa
$215K -$32.1K -951 -13%
JLBC
2321
J.L. Bainbridge & Co
Florida
$215K -$12.5K -369 -5%
WCM
2322
WealthBridge Capital Management
Ohio
$215K +$26.4K +781 +13%
SFP
2323
Shepherd Financial Partners
Massachusetts
$214K -$1.28K -38 -0.6%
CMBA
2324
C.M. Bidwell & Associates
Hawaii
$214K +$223K +6,595 New
WA
2325
WBH Advisory
Maryland
$213K -$186K -5,501 -46%
91 92
93
94 95