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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3626
Argyle Capital Management
Pennsylvania
$635K – – –
GWAM
3627
Guardian Wealth Advisors (Minnesota)
Minnesota
$630K -$3.24K -25 -0.5%
ACM
3628
Anfield Capital Management
California
$629K +$28.4K +219 +5%
FEM
3629
Fulcrum Equity Management
Texas
$627K +$154K +1,185 +35%
TC
3630
Tacita Capital
Ontario, Canada
$626K – – –
SSC
3631
Syverson Strege & Co
Iowa
$626K +$130 +1 +0%
FSWA
3632
Financial Synergies Wealth Advisors
Texas
$619K -$41.9K -323 -7%
SCM
3633
Shapiro Capital Management
Georgia
$616K -$130 -1 -0%
SA
3634
Springowl Associates
New York
$616K – – –
AAM
3635
Ameraudi Asset Management
New York
$616K +$330K +2,547 +130%
C1AG
3636
Client 1st Advisory Group
Florida
$615K +$35.8K +276 +7%
EL
3637
Envoi LLC
Minnesota
$614K – – –
AMIM
3638
Aull & Monroe Investment Management
Alabama
$613K -$22K -170 -4%
GP
3639
Geneva Partners
Wisconsin
$607K +$8.42K +65 +1%
LWA
3640
LWS Wealth Advisors
New Jersey
$603K -$57.7K -445 -9%
GG
3641
Gleason Group
Kentucky
$603K +$1.04K +8 +0.2%
CRCM
3642
Corbett Road Capital Management
Virginia
$598K -$75.4K -582 -12%
VST
3643
Van Strum & Towne
California
$596K – – –
IWP
3644
Insight Wealth Partners
Texas
$594K -$76.2K -588 -12%
ARS
3645
Adirondack Retirement Specialists
New York
$592K -$13K -100 -4%
MWM
3646
McNaughton Wealth Management
California
$592K +$59.6K +460 +12%
AF
3647
AtlasMark Financial
Texas
$591K – – –
CWM
3648
Cranbrook Wealth Management
Michigan
$590K -$32.5K -251 -6%
PWP
3649
Personal Wealth Partners
Minnesota
$581K -$38.9K -300 -7%
MI
3650
Moneywise Inc
Virginia
$581K +$777 +6 +0.1%
144 145
146
147 148