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Name Holding Trade Value Shares
Change 		Change in
Stake
ROC
3151
Running Oak Capital
Minnesota
$2.16M -$147K -1,138 -7%
CWA
3152
Clearview Wealth Advisors
Oregon
$2.16M +$26.8K +207 +1%
GM
3153
GeoWealth Management
Illinois
$2.16M +$51.4K +397 +3%
MAA
3154
Mraz Amerine & Associates
California
$2.16M -$102K -785 -5%
MCM
3155
Mork Capital Management
California
$2.15M – – –
SG
3156
Strid Group
Pennsylvania
$2.14M +$4.41K +34 +0.2%
MCC
3157
Malaga Cove Capital
California
$2.13M -$114K -880 -5%
CF
3158
Copperwynd Financial
Arizona
$2.12M -$6.4M -49,374 -76%
MIM
3159
Meridiem Investment Management
United Kingdom
$2.11M -$428K -3,300 -18%
STB
3160
S&T Bank
Pennsylvania
$2.11M -$130K -1,007 -6%
IMA
3161
Investment Management Associates
Colorado
$2.11M – – –
WFA
3162
West Financial Advisors
Iowa
$2.1M +$130 +1 +0%
CPWM
3163
Cardinal Point Wealth Management
California
$2.1M +$86.6K +668 +5%
SMF
3164
Sterling Manor Financial
New York
$2.1M +$100K +775 +5%
CAM
3165
Crestone Asset Management
Colorado
$2.1M -$158K -1,219 -7%
WIC
3166
Willis Investment Counsel
Georgia
$2.09M +$10.4K +80 +0.5%
CG
3167
Corundum Group
Colorado
$2.09M -$104K -800 -5%
WAOI
3168
Wealth Advisors of Iowa
Iowa
$2.09M +$103K +795 +5%
HPM
3169
Hudson Portfolio Management
New York
$2.07M -$14.9K -115 -0.8%
PS
3170
Planned Solutions
California
$2.07M – – –
EA
3171
Emerald Advisors
Washington
$2.07M +$61K +471 +3%
OPPTF
3172
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.07M -$782K -6,038 -29%
MGIA
3173
Matthew Goff Investment Advisor
Texas
$2.07M -$75.4K -582 -4%
BWG
3174
Beta Wealth Group
California
$2.07M +$112K +863 +6%
IAMOG
3175
Investors Asset Management of Georgia
Georgia
$2.06M +$41.9K +323 +2%
125 126
127
128 129