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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
5501
IronBridge Private Wealth
Texas
$966K – – –
NWA
5502
Navis Wealth Advisors
New York
$961K +$197K +734 +26%
GWAM
5503
Guardian Wealth Advisors (Minnesota)
Minnesota
$961K -$55.3K -206 -6%
OAP
5504
One Advisory Partners
Kansas
$960K +$42.7K +159 +5%
WH
5505
Whitcomb & Hess
Ohio
$960K +$26K +97 +3%
NA
5506
Note Advisors
New York
$959K -$61.7K -230 -6%
UWM
5507
USAdvisors Wealth Management
Minnesota
$956K +$18.8K +70 +2%
CWMG
5508
Compass Wealth Management (Georgia)
Georgia
$954K +$805 +3 +0.1%
HFG
5509
Harborfront Financial Group
Michigan
$953K +$941K +3,506 New
TIA
5510
Tandem Investment Advisors
South Carolina
$953K -$621K -2,312 -40%
HCRE
5511
Hoya Capital Real Estate
Connecticut
$952K – – –
PM
5512
Phraction Management
Connecticut
$952K – – –
MF
5513
Manuka Financial
Virginia
$949K +$196K +730 +26%
OAM
5514
Oberweis Asset Management
Illinois
$945K +$23.6K +88 +3%
DCBT
5515
Dakota Community Bank & Trust
North Dakota
$945K – – –
BF
5516
Brooklyn FI
New York
$942K +$25.8K +96 +3%
FF
5517
Fluent Financial
Texas
$941K +$159K +591 +21%
FFG
5518
Foundry Financial Group
New Hampshire
$940K +$131K +487 +16%
LG
5519
LAM Group
Oregon
$940K – – –
DHC
5520
Drum Hill Capital
Connecticut
$939K -$48.3K -180 -5%
EMCIP
5521
Ewing Morris & Co Investment Partners
Ontario, Canada
$939K +$440K +1,640 +92%
IW
5522
Imprint Wealth
South Carolina
$939K -$806K -3,004 -47%
WIC
5523
Whitegate Investment Counselors
New Hampshire
$936K +$805 +3 +0.1%
SA
5524
Stolz & Associates
Washington
$934K +$922K +3,434 New
DB
5525
Dravo Bay
Delaware
$931K -$27.7K -103 -3%
219 220
221
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