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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3001
McCarthy Asset Management
California
$5.99M -$239K -1,294 -4%
MSK
3002
Melissa S. Kampmann
$5.99M -$138K -750 -2%
BMC
3003
Beaton Management Company
Massachusetts
$5.98M -$203K -1,100 -3%
CF
3004
Copperwynd Financial
Arizona
$5.96M +$509K +2,755 +10%
RSA
3005
River Street Advisors
Illinois
$5.95M +$222K +1,203 +4%
GSIS
3006
Global Strategic Investment Solutions
Arizona
$5.95M -$347K -1,880 -6%
CCP
3007
Clarity Capital Partners
California
$5.94M +$5.7M +30,869 New
RFA
3008
Register Financial Advisors
Georgia
$5.93M +$481K +2,606 +9%
NERM
3009
New England Research & Management
Illinois
$5.92M +$222K +1,200 +4%
NIM
3010
Needham Investment Management
New York
$5.92M -$415K -2,250 -7%
PWA
3011
Phoenix Wealth Advisors
North Carolina
$5.91M -$1.29K -7 -0%
RDIA
3012
RE Dickinson Investment Advisors
Iowa
$5.91M -$98.2K -532 -2%
OFW
3013
Omnia Family Wealth
Florida
$5.91M +$117K +635 +2%
FNBOH
3014
First National Bank of Hutchinson
Kansas
$5.91M +$104K +565 +2%
ACP
3015
Aveo Capital Partners
Colorado
$5.9M +$77.5K +420 +1%
CCM
3016
Chaney Capital Management
Washington
$5.89M +$5.65M +30,600 New
HFS
3017
Heritage Financial Services
Massachusetts
$5.88M +$160K +864 +3%
NED
3018
Nancy E. Dempze
$5.87M -$73.7K -399 -1%
CFFP
3019
Center for Financial Planning
Michigan
$5.87M -$34.5K -187 -0.6%
EB
3020
Exchange Bank
California
$5.86M -$515K -2,789 -8%
TIM
3021
Total Investment Management
Arizona
$5.86M -$197K -1,065 -3%
PCFFS
3022
Pacific Center for Financial Services
California
$5.84M -$78.8K -427 -1%
RA
3023
RiverPark Advisors
New York
$5.84M -$506K -2,743 -8%
POIA
3024
Pin Oak Investment Advisors
Texas
$5.83M -$2.22K -12 -0%
OWA
3025
Opal Wealth Advisors
New York
$5.82M +$202K +1,096 +4%
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