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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
4176
Axiom Financial Strategies
Indiana
$800K -$8.41K -57 -1%
THL
4177
Tillman Hartley LLC
Colorado
$796K – – –
PCM
4178
Passive Capital Management
Maryland
$796K +$414K +2,805 +139%
UWM
4179
USAdvisors Wealth Management
Minnesota
$793K +$48.2K +327 +7%
KFSC
4180
Keystone Financial Services (Colorado)
Colorado
$792K – – –
WHRC
4181
W.H. Reaves & Co
New Jersey
$792K – – –
RI
4182
Ridgewood Investments
New Jersey
$792K +$31.1K +211 +5%
AC
4183
Avant Capital
Louisiana
$790K -$14.6K -99 -2%
SA
4184
Sunesis Advisors
Kansas
$786K +$703K +4,766 New
JFG
4185
JMG Financial Group
Illinois
$780K – – –
PA
4186
Prism Advisors
California
$780K -$8.41K -57 -1%
FCM
4187
Fairbanks Capital Management
California
$779K – – –
ACM
4188
Ashford Capital Management
Delaware
$777K – – –
WFC
4189
Western Financial Corp
California
$774K -$1.29M -8,774 -65%
EA
4190
Evolution Advisers
Virginia
$771K – – –
BC
4191
Barnett & Company
Tennessee
$769K -$58.9K -399 -8%
GG
4192
Gleason Group
Kentucky
$767K +$24.6K +167 +4%
TWA
4193
Trellis Wealth Advisors
California
$767K – – –
PCM
4194
Perkins Capital Management
Minnesota
$767K – – –
HF
4195
Halpern Financial
Virginia
$765K – – –
RP
4196
Riverwater Partners
Wisconsin
$764K -$6.64K -45 -1%
LWP
4197
Laurel Wealth Planning
Minnesota
$763K – – –
IPW
4198
IronBridge Private Wealth
Texas
$763K +$67.1K +455 +11%
MCP
4199
Martin Capital Partners
Oregon
$762K -$43.7K -296 -6%
CWR
4200
Chico Wealth RIA
California
$762K +$443 +3 +0.1%
166 167
168
169 170