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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3201
Accel Wealth Management
Iowa
$4.55M +$183K +1,004 +4%
BWG
3202
Beta Wealth Group
California
$4.55M +$215K +1,185 +5%
TBNY
3203
Trustco Bank (New York)
New York
$4.54M -$11.8K -65 -0.2%
GFWA
3204
Grey Fox Wealth Advisors
Delaware
$4.54M -$79.6K -438 -2%
EFH
3205
Eaton Financial Holdings
Florida
$4.54M -$3.21M -17,632 -40%
SWP
3206
ShoreHaven Wealth Partners
New Jersey
$4.53M +$30.5K +168 +0.6%
EGA
3207
E&G Advisors
Texas
$4.53M -$18.5K -102 -0.4%
AWM
3208
Austin Wealth Management
Texas
$4.52M +$947K +5,206 +28%
WFAG
3209
Worth Financial Advisory Group
North Carolina
$4.52M +$258K +1,419 +6%
CG
3210
Cynosure Group
Utah
$4.51M +$2.85M +15,674 +147%
CBNLCF
3211
Cognios Beta Neutral Large Cap Fund
Kansas
$4.51M – – –
TCM
3212
Tandem Capital Management
New Jersey
$4.51M -$121K -666 -2%
MCA
3213
Maryland Capital Advisors
Maryland
$4.51M -$18.2K -100 -0.4%
KWM
3214
Kolinsky Wealth Management
New Jersey
$4.51M +$122K +670 +3%
BSHC
3215
Breed's Hill Capital
Massachusetts
$4.5M -$40.7K -224 -0.8%
SAM
3216
Stansberry Asset Management
Texas
$4.5M -$91.3K -502 -2%
AAM
3217
Austin Asset Management
Texas
$4.5M -$389K -2,139 -8%
SFC
3218
Swisher Financial Concepts
Ohio
$4.49M +$740K +4,072 +18%
TCM
3219
Tanaka Capital Management
New York
$4.49M -$3.15M -17,320 -40%
EA
3220
Emerald Advisers
Pennsylvania
$4.48M -$910K -5,004 -16%
RGF
3221
Retirement Guys Formula
Ohio
$4.48M +$967K +5,319 +26%
AWA
3222
Archvest Wealth Advisors
California
$4.48M +$221K +1,217 +5%
APF
3223
Alaska Permanent Fund
Alaska
$4.48M +$149K +818 +3%
MA
3224
MBA Advisors
Pennsylvania
$4.47M -$78.9K -434 -2%
PWP
3225
Pursue Wealth Partners
California
$4.47M -$177K -973 -4%
127 128
129
130 131