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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1951
Steel Grove Capital Advisors
Tennessee
$284K +$32K +90 +14%
GCA
1952
Gradient Capital Advisors
California
$283K – – –
RFA
1953
Resurgent Financial Advisors
Georgia
$281K -$12.4K -35 -5%
SAM
1954
Secure Asset Management
Michigan
$281K +$355 +1 +0.1%
CMI
1955
Clare Market Investments
Texas
$280K -$3.55K -10 -1%
IDA
1956
Intelligence Driven Advisers
California
$279K +$260K +731 New
LPIC
1957
LeJeune Puetz Investment Counsel
Michigan
$279K -$179K -504 -41%
SIM
1958
SSI Investment Management
California
$279K -$56.9K -160 -18%
CRWM
1959
Castle Rock Wealth Management
California
$278K -$25.6K -72 -8%
SL
1960
Summitry LLC
California
$277K -$21.7K -61 -8%
GHAM
1961
Gilman Hill Asset Management
Connecticut
$277K – – –
AF
1962
Alerus Financial
North Dakota
$277K -$71.4K -201 -22%
VC
1963
Vicus Capital
Pennsylvania
$274K -$26.3K -74 -9%
CCG
1964
Coastwise Capital Group
California
$274K – – –
FNBSF
1965
First National Bank Sioux Falls
South Dakota
$274K -$23.1K -65 -8%
MIA
1966
MMBG Investment Advisors
Florida
$274K – – –
SWP
1967
Strategic Wealth Partners
Ohio
$273K -$125K -351 -33%
CPIA
1968
Cornell Pochily Investment Advisors
New York
$272K +$1.78K +5 +0.7%
PWMG
1969
Provence Wealth Management Group
California
$272K +$251K +707 New
CCA
1970
Childress Capital Advisors
Texas
$272K -$533K -1,499 -68%
AWM
1971
Avaii Wealth Management
Wisconsin
$271K -$2.13K -6 -0.8%
PFG
1972
Prosperity Financial Group
California
$271K +$1.42K +4 +0.6%
SAF
1973
Smith Anglin Financial
Texas
$270K +$26.3K +74 +12%
GIM
1974
Grassi Investment Management
California
$270K -$67.5K -190 -21%
PGIM
1975
Pacific Global Investment Management
California
$270K -$15.6K -44 -6%
77 78
79
80 81