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Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
3076
Guinness Atkinson Asset Management
California
$5.12M – – –
LRWA
3077
Long Run Wealth Advisors
New York
$5.11M +$89.5K +492 +2%
ACM
3078
Advance Capital Management
Michigan
$5.11M -$456K -2,510 -8%
PWSG
3079
Pacific Wealth Strategies Group
California
$5.11M -$6.18K -34 -0.1%
RDIA
3080
RE Dickinson Investment Advisors
Iowa
$5.1M -$168K -924 -3%
SIA
3081
Schear Investment Advisers
Ohio
$5.1M -$74.9K -412 -1%
TC
3082
Truvestments Capital
Florida
$5.09M +$222K +1,222 +4%
SPA
3083
Sentinel Pension Advisors
Massachusetts
$5.08M -$81.1K -446 -1%
IWA
3084
Invera Wealth Advisors
Oregon
$5.08M +$112K +618 +2%
BCFD
3085
Boit C.F. David
$5.08M – – –
RCS
3086
Retirement Capital Strategies
California
$5.08M +$1.27K +7 +0%
NAG
3087
Northstar Advisory Group
New Jersey
$5.08M -$309K -1,698 -6%
TCWM
3088
Total Clarity Wealth Management
Illinois
$5.07M -$318K -1,750 -6%
LWMI
3089
Landmark Wealth Management (Illinois)
Illinois
$5.07M -$1.09K -6 -0%
GWAG
3090
Garrett Wealth Advisory Group
Texas
$5.07M -$21.3K -117 -0.4%
GAM
3091
Gould Asset Management
California
$5.07M -$54.7K -301 -1%
APA
3092
Astoria Portfolio Advisors
New York
$5.06M +$380K +2,088 +8%
LWM
3093
Lakeridge Wealth Management
Ohio
$5.06M -$49.6K -273 -0.9%
BOM
3094
Bank of Marin
California
$5.06M -$35.1K -193 -0.7%
MPPW
3095
Mitchell & Pahl Private Wealth
Oklahoma
$5.05M -$75.5K -415 -1%
OWA
3096
Opal Wealth Advisors
New York
$5.05M -$148K -814 -3%
PBO
3097
Peoples Bank (Ohio)
Ohio
$5.05M -$89.5K -492 -2%
IIL
3098
Insight Inv LLC
California
$5.04M +$145K +799 +3%
IF
3099
Integrity Financial
Wyoming
$5.04M +$277K +1,522 +5%
ECM
3100
Exchange Capital Management
Michigan
$5.04M +$12.7K +70 +0.2%
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