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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1501
Fortis Capital Management
Washington
$641K -$11.5K -36 -2%
AWP
1502
Accretive Wealth Partners
New Jersey
$639K – – –
PGCM
1503
Prescott Group Capital Management
Oklahoma
$639K – – –
RIM
1504
Redwood Investment Management
Arizona
$638K -$76.8K -240 -11%
OW
1505
Olistico Wealth
Oklahoma
$638K +$606K +1,895 New
WP
1506
WealthSource Partners
California
$636K -$18.9K -59 -3%
BCM
1507
Boltwood Capital Management
California
$635K +$191K +596 +46%
WAOTB
1508
Wealth Advisors of Tampa Bay
Florida
$633K -$603K -1,885 -50%
VWA
1509
Visionary Wealth Advisors
Illinois
$631K -$75.2K -235 -11%
AWA
1510
Arete Wealth Advisors
Illinois
$631K -$1.28K -4 -0.2%
C
1511
Certuity
Florida
$628K -$71.6K -224 -11%
ACIM
1512
Azimuth Capital Investment Management
Michigan
$628K – – –
APW
1513
Acima Private Wealth
Virginia
$625K – – –
TBWA
1514
Three Bridge Wealth Advisors
California
$624K -$375K -1,174 -39%
CP
1515
Covenant Partners
Tennessee
$624K – – –
RG
1516
Retirement Group
California
$622K +$111K +346 +23%
IIA
1517
Integral Investment Advisors
California
$621K +$91.5K +286 +18%
MCA
1518
Martin Capital Advisors
Texas
$619K +$126K +395 +27%
SFB
1519
STAR Financial Bank
Indiana
$618K +$588K +1,837 New
RWP
1520
RWA Wealth Partners
Massachusetts
$617K -$5.76K -18 -1%
TIM
1521
Tevis Investment Management
Texas
$615K +$11.2K +35 +2%
HIM
1522
Hillsdale Investment Management
Ontario, Canada
$615K +$493K +1,540 +538%
TWM
1523
Tradition Wealth Management
Minnesota
$612K +$62.4K +195 +12%
CCM
1524
Cohen Capital Management
California
$609K +$9.6K +30 +2%
SFG
1525
StrategIQ Financial Group
Indiana
$607K -$320 -1 -0.1%
59 60
61
62 63