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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
4226
Syverson Strege & Co
Iowa
$937K -$4.71K -27 -0.6%
HWM
4227
HighMark Wealth Management
Minnesota
$935K -$184K -1,057 -18%
WHRC
4228
W.H. Reaves & Co
New Jersey
$931K – – –
OQS
4229
Occudo Quantitative Strategies
Florida
$927K -$2.09M -11,988 -71%
IW
4230
Instrumental Wealth
Florida
$926K +$93.6K +537 +12%
AA
4231
ACT Advisors
North Carolina
$923K -$310K -1,779 -27%
BWA
4232
BlueSky Wealth Advisors
North Carolina
$921K -$2.94M -16,871 -78%
JFG
4233
JMG Financial Group
Illinois
$917K – – –
UI
4234
Unconventional Investor
New Hampshire
$916K -$30K -172 -4%
TWA
4235
Tandem Wealth Advisors
Arizona
$915K -$36.2K -208 -4%
WFC
4236
Western Financial Corp
California
$911K +$523 +3 +0.1%
AAM
4237
Ameraudi Asset Management
New York
$909K -$87.1K -500 -10%
EA
4238
Evolution Advisers
Virginia
$909K – – –
AC
4239
Avant Capital
Louisiana
$907K -$20K -115 -2%
BC
4240
Barnett & Company
Tennessee
$905K – – –
TWA
4241
Trellis Wealth Advisors
California
$902K +$174 +1 +0%
PCM
4242
Perkins Capital Management
Minnesota
$902K – – –
VEA
4243
Virtus ETF Advisers
New York
$901K +$809K +4,644 New
CWR
4244
Chico Wealth RIA
California
$900K +$3.48K +20 +0.4%
PWA
4245
Pillar Wealth Advisors
Pennsylvania
$899K -$77.4K -444 -9%
IPW
4246
IronBridge Private Wealth
Texas
$897K +$174 +1 +0%
RP
4247
Riverwater Partners
Wisconsin
$895K -$4.01K -23 -0.5%
MWM
4248
Magnolia Wealth Management
Alabama
$894K +$55.8K +320 +7%
SC
4249
Sykon Capital
New York
$891K +$801K +4,594 New
LL
4250
LPWM LLC
Minnesota
$891K +$806K +4,628 New
168 169
170
171 172