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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1801
Souders Financial Advisors
Ohio
$12.1M +$1.5M +9,902 +13%
PP
1802
Pegasus Partners
Wisconsin
$12.1M +$520K +3,433 +4%
PWA
1803
Physician Wealth Advisors
Utah
$12.1M +$39.4K +260 +0.3%
CFMC
1804
Curbstone Financial Management Corp
New Hampshire
$12.1M -$1.03M -6,827 -7%
UCMOK
1805
United Capital Management of KS
Kansas
$12.1M -$159K -1,051 -1%
FMLI
1806
Fukoku Mutual Life Insurance
Japan
$12.1M +$606K +4,000 +5%
SOS
1807
Silver Oak Securities
Tennessee
$12M +$139K +918 +1%
BO
1808
Bank OZK
Arkansas
$12M -$2.65M -17,504 -17%
GWANC
1809
Guardian Wealth Advisors (North Carolina)
North Carolina
$12M +$6.48M +42,816 +95%
CCM
1810
Consolidated Capital Management
California
$12M -$211K -1,393 -2%
GAMH
1811
Greenwoods Asset Management (HK)
Hong Kong
$11.9M – – –
NCGI
1812
Next Century Growth Investors
Minnesota
$11.9M -$984K -6,499 -7%
PCS
1813
Personal CFO Solutions
New Jersey
$11.9M +$633K +4,177 +5%
AWS
1814
AJ Wealth Strategies
New York
$11.8M +$2.47M +16,318 +23%
IRAG
1815
Investment Research & Advisory Group
Georgia
$11.8M +$332K +2,194 +3%
IWA
1816
Intercontinental Wealth Advisors
Texas
$11.8M +$1.68M +11,101 +15%
SFS
1817
Strategic Financial Services
New York
$11.8M -$325K -2,143 -2%
TI
1818
TTP Investments
California
$11.8M +$996K +6,577 +8%
HCA
1819
Harbour Capital Advisors
Virginia
$11.8M +$65.7K +434 +0.5%
EIM
1820
Ervin Investment Management
Washington
$11.8M -$18.2K -120 -0.1%
MA
1821
MCF Advisors
Kentucky
$11.8M +$361K +2,381 +3%
QCIG
1822
Quad-Cities Investment Group
Iowa
$11.7M -$101K -669 -0.8%
PMFA
1823
Plante Moran Financial Advisors
Michigan
$11.7M -$1.35M -8,941 -9%
NC
1824
NBW Capital
Massachusetts
$11.7M -$218K -1,438 -2%
LD
1825
Lipe & Dalton
New York
$11.7M -$58.5K -386 -0.4%
71 72
73
74 75