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Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
3001
Thomas White International
Illinois
$4.65M – – –
PHAM
3002
Portland Hill Asset Management
United Kingdom
$4.64M -$84.1K -570 -2%
IF
3003
Integrity Financial
Wyoming
$4.64M +$99.6K +675 +2%
TCM
3004
Tandem Capital Management
New Jersey
$4.63M -$78.9K -535 -2%
MPW
3005
MGO Private Wealth
California
$4.62M -$1.51M -10,224 -27%
HFS
3006
Heritage Financial Services
Massachusetts
$4.62M +$146K +991 +4%
BF
3007
Blankinship & Foster
California
$4.62M +$295 +2 +0%
CAMV
3008
Concord Asset Management (Virginia)
Virginia
$4.6M +$1.78M +12,051 +76%
GWAG
3009
Garrett Wealth Advisory Group
Texas
$4.6M +$4.87K +33 +0.1%
VFP
3010
Verus Financial Partners
Virginia
$4.6M +$5.16K +35 +0.1%
CWM
3011
Collaborative Wealth Management
Florida
$4.58M -$17.4K -118 -0.4%
SA
3012
SFI Advisors
New Jersey
$4.57M +$38.7K +262 +1%
DCM
3013
Dimension Capital Management
Florida
$4.56M -$9.15K -62 -0.2%
AWA
3014
Archvest Wealth Advisors
California
$4.56M +$265K +1,793 +7%
BB
3015
Bell Bank
North Dakota
$4.54M -$87.3K -592 -2%
LRWA
3016
Long Run Wealth Advisors
New York
$4.54M -$730K -4,947 -15%
DI
3017
DDFG Inc
California
$4.54M +$298K +2,017 +8%
TA
3018
Tectonic Advisors
Texas
$4.54M +$148K +1,003 +4%
QWM
3019
QP Wealth Management
New Jersey
$4.54M -$236K -1,598 -5%
RPSA
3020
Richard P. Slaughter Associates
Texas
$4.52M +$170K +1,155 +4%
SCP
3021
Syntal Capital Partners
Texas
$4.52M -$2.87M -19,454 -71%
SPP
3022
Single Point Partners
Massachusetts
$4.52M +$1.43M +9,682 +55%
PFC
3023
Phocas Financial Corp
California
$4.52M -$474K -3,214 -11%
KPWG
3024
KFA Private Wealth Group
Virginia
$4.51M +$18.6K +126 +0.5%
FP
3025
Factorial Partners
New York
$4.51M – – –
119 120
121
122 123