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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2501
Hardy Reed
Mississippi
$1.06M +$1.31M +27,012 New
BBI
2502
Baxter Bros Inc
Connecticut
$1.06M -$242K -5,000 -16%
SFS
2503
Summit Financial Strategies
Ohio
$1.06M -$163K -3,364 -11%
SIS
2504
Sound Income Strategies
Florida
$1.06M +$30.6K +632 +2%
RCG
2505
Rock Creek Group
District of Columbia
$1.06M -$353K -7,272 -21%
OBWP
2506
O'Brien Wealth Partners
Massachusetts
$1.06M +$776 +16 +0.1%
EP
2507
Elkhorn Partners
Nebraska
$1.06M +$22.3K +460 +2%
LB
2508
Legacy Bridge
Iowa
$1.05M +$1.3M +26,728 New
DA
2509
Doliver Advisors
Texas
$1.05M +$482K +9,936 +59%
KCM
2510
Kendall Capital Management
Maryland
$1.05M – – –
EWF
2511
Epstein & White Financial
California
$1.04M +$157K +3,232 +14%
AWA
2512
Acorn Wealth Advisors
Michigan
$1.04M -$47.1K -972 -3%
AQA
2513
Alpha Quant Advisors
Texas
$1.04M +$1.28M +26,424 New
MPIA
2514
Mountain Pacific Investment Advisers
Idaho
$1.04M -$2.91K -60 -0.2%
BW
2515
Biegel & Waller
Maryland
$1.04M -$58K -1,196 -4%
BWL
2516
Bogart Wealth LLC
Virginia
$1.03M +$6.59K +136 +0.5%
ST
2517
Sentinel Trust
Texas
$1.03M -$553K -11,412 -30%
CFD
2518
Creative Financial Designs
Indiana
$1.03M -$724K -14,936 -36%
FAM
2519
Flaharty Asset Management
Florida
$1.03M +$78.3K +1,616 +7%
OIWM
2520
OptiFour Integrated Wealth Management
Virginia
$1.03M -$7.56K -156 -0.6%
BC
2521
Brio Consultants
California
$1.02M +$1.26M +25,972 New
BHTS
2522
Bar Harbor Trust Services
Maine
$1.02M -$76.2K -1,572 -6%
RI
2523
Ridgewood Investments
New Jersey
$1.02M – – –
PCM
2524
Pointe Capital Management
Michigan
$1.02M +$7.37K +152 +0.6%
MIS
2525
Morningstar Investment Services
Illinois
$1.01M -$213K -4,400 -15%
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101
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