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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2501
One Wealth Management Investment & Advisory Services
Florida
$12.4M -$128K -491 -1%
WDC
2502
Woodward Diversified Capital
California
$12.3M -$203K -781 -2%
SFG
2503
Shum Financial Group
California
$12.3M +$3.75M +14,401 +42%
PCA
2504
Purkiss Capital Advisors
Connecticut
$12.3M +$127K +489 +1%
CCA
2505
Clearwater Capital Advisors
Illinois
$12.3M -$24.2K -93 -0.2%
FCAS
2506
First Command Advisory Services
Texas
$12.3M -$40.6K -156 -0.3%
HGWM
2507
Horst & Graben Wealth Management
Oregon
$12.3M +$150K +575 +1%
SWM
2508
Steinberganna Wealth Management
New York
$12.3M -$225K -865 -2%
UBG
2509
United Bank (Georgia)
Georgia
$12.3M +$538K +2,069 +4%
RMP
2510
Richards, Merrill & Peterson
Washington
$12.2M +$177K +679 +1%
CLA
2511
Carnegie Lake Advisors
New Jersey
$12.2M -$299K -1,150 -2%
LAIC
2512
Lederer & Associates Investment Counsel
California
$12.2M -$59.3K -228 -0.5%
AIA
2513
Allied Investment Advisors
Montana
$12.2M -$249K -955 -2%
EFSCE
2514
Enterprise Financial Services Corp (EFSC)
Missouri
$12.2M +$513K +1,973 +4%
RFM
2515
Royal Fund Management
Florida
$12.2M +$1.83M +7,030 +17%
LC
2516
Lavaca Capital
Texas
$12.2M +$1.01M +3,875 +9%
EA
2517
Ellsworth Advisors
Ohio
$12.2M +$360K +1,383 +3%
PF
2518
Prosperitas Financial
California
$12.2M -$674K -2,590 -5%
JSAM
2519
J. Safra Asset Management
New York
$12.2M -$703K -2,702 -5%
EA
2520
Everpar Advisors
Oklahoma
$12.2M +$1.61M +6,174 +15%
FMLI
2521
Fukoku Mutual Life Insurance
Japan
$12.1M -$373K -1,434 -3%
SFS
2522
Searcy Financial Services
Kansas
$12.1M -$76.3K -293 -0.6%
GGI
2523
GPM Growth Investors
Michigan
$12.1M +$10.4K +40 +0.1%
CWM
2524
Centurion Wealth Management
Virginia
$12.1M -$7.02M -26,957 -36%
SAM
2525
Sagewood Asset Management
New York
$12.1M +$1.21M +4,648 +11%
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