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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3601
Alethea Capital Management
Washington
$611K – – –
KS
3602
Karpas Strategies
Connecticut
$611K – – –
WFA
3603
Websterrogers Financial Advisors
South Carolina
$608K +$20.2K +157 +3%
FPW
3604
Flagship Private Wealth
Massachusetts
$606K -$14.4K -112 -2%
PCM
3605
Perkins Capital Management
Minnesota
$605K – – –
CRCM
3606
Corbett Road Capital Management
Virginia
$605K +$191K +1,489 +43%
IWP
3607
Insight Wealth Partners
Texas
$601K -$251K -1,956 -28%
SFP
3608
Strategic Financial Partners
Oregon
$597K +$128 +1 +0%
LWA
3609
LWS Wealth Advisors
New Jersey
$593K -$53.1K -414 -8%
OQS
3610
Occudo Quantitative Strategies
Florida
$593K +$623K +4,851 New
FSWA
3611
Financial Synergies Wealth Advisors
Texas
$591K +$116K +904 +23%
PI
3612
Pachira Investments
California
$591K -$72.1K -562 -10%
IPW
3613
IronBridge Private Wealth
Texas
$588K +$5.39K +42 +0.9%
WHRC
3614
W.H. Reaves & Co
New Jersey
$586K – – –
RL
3615
Ruffer LLP
United Kingdom
$584K – – –
PFM
3616
Patton Fund Management
Texas
$573K +$152K +1,187 +34%
AMIM
3617
Aull & Monroe Investment Management
Alabama
$568K -$54.8K -427 -8%
BAMG
3618
Brand Asset Management Group
Missouri
$567K +$89K +693 +18%
ACM
3619
Argyle Capital Management
Pennsylvania
$566K – – –
GWAM
3620
Guardian Wealth Advisors (Minnesota)
Minnesota
$565K -$2.57K -20 -0.4%
HCM
3621
Hutner Capital Management
Vermont
$562K – – –
DTIM
3622
Danda Trouve Investment Management
Kansas
$561K -$1.97M -15,377 -77%
TC
3623
Tacita Capital
Ontario, Canada
$558K -$52.4K -408 -8%
SSC
3624
Syverson Strege & Co
Iowa
$558K +$128 +1 +0%
CWM
3625
Cranbrook Wealth Management
Michigan
$557K +$35.8K +279 +7%
143 144
145
146 147