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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2951
Versant Capital Management
Arizona
$298K +$63.9K +660 +28%
SM
2952
Sciencast Management
New Jersey
$296K -$1.46M -15,100 -83%
LL
2953
LPWM LLC
Minnesota
$294K +$17.4K +180 +6%
MWC
2954
MKD Wealth Coaches
Michigan
$294K +$69.7K +720 +31%
RPGK
2955
Retirement Planning Group (Kansas)
Kansas
$292K -$188K -1,940 -39%
GWM
2956
Graybill Wealth Management
Illinois
$292K – – –
TCM
2957
Teza Capital Management
Illinois
$289K +$286K +2,960 New
PI
2958
Pachira Investments
California
$287K +$48.4K +500 +20%
CWAF
2959
Core Wealth Advisors (Florida)
Florida
$287K +$265K +2,740 +1,370%
DFG
2960
DWM Financial Group
Illinois
$285K +$60K +620 +27%
HCM
2961
Hutchinson Capital Management
California
$279K – – –
PWP
2962
Personal Wealth Partners
Minnesota
$279K +$15.5K +160 +6%
EM
2963
Excalibur Management
Massachusetts
$279K +$277K +2,860 New
TFF
2964
The Family Firm
Maryland
$277K -$58.1K -600 -17%
SL
2965
Savior LLC
Massachusetts
$277K -$27.1K -280 -9%
AA
2966
Argent Advisors
Louisiana
$277K -$7.74K -80 -3%
VIM
2967
Vista Investment Management
Pennsylvania
$277K +$275K +2,840 New
TCOO
2968
Trust Company of Oklahoma
Oklahoma
$277K – – –
AAM
2969
Auxier Asset Management
Oregon
$275K – – –
TAIM
2970
TD Ameritrade Investment Management
Nebraska
$275K +$3.87K +40 +1%
GG
2971
Greenwood Gearhart
Arkansas
$275K +$9.68K +100 +4%
TC
2972
Tatro Capital
Kentucky
$275K +$273K +2,820 New
AMG
2973
Advisors Management Group
Wisconsin
$273K +$27.1K +280 +11%
IP
2974
Isthmus Partners
Wisconsin
$273K +$271K +2,800 New
PCAP
2975
Pratt Collard Advisory Partners
New York
$271K +$9.68K +100 +4%
117 118
119
120 121