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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
3001
DAGCO Inc
Ohio
$472K +$69.4K +440 +17%
OBWP
3002
O'Brien Wealth Partners
Massachusetts
$472K +$85.1K +540 +22%
PCM
3003
Pinz Capital Management
New York
$472K +$473K +3,000 New
PP
3004
PrairieView Partners
Minnesota
$469K -$312K -1,980 -40%
CFIA
3005
Cantor Fitzgerald Investment Advisors
New York
$469K – – –
GM
3006
GeoWealth Management
Illinois
$468K -$580K -3,680 -54%
LSC
3007
Lesa Sroufe & Co
Washington
$466K -$47.3K -300 -9%
AA
3008
Alesco Advisors
New York
$463K – – –
HSWM
3009
Hubbell Strickland Wealth Management
Louisiana
$463K +$59.9K +380 +15%
HIS
3010
Horizon Investment Services
Indiana
$457K -$47.3K -300 -9%
GWM
3011
Graybill Wealth Management
Illinois
$457K +$15.8K +100 +4%
HWMG
3012
Hurlow Wealth Management Group
Indiana
$457K +$97.7K +620 +27%
OCM
3013
Osterweis Capital Management
California
$457K +$221K +1,400 +93%
NRI
3014
NFP Retirement Inc
California
$457K +$145K +920 +46%
CWM
3015
Cahaba Wealth Management
Georgia
$454K +$34.7K +220 +8%
RBC
3016
Roble Belko & Company
Pennsylvania
$454K +$41K +260 +10%
AWM
3017
Adams Wealth Management
Utah
$450K -$22.1K -140 -5%
HCM
3018
Hutchinson Capital Management
California
$450K – – –
GG
3019
Greenwood Gearhart
Arkansas
$450K +$6.31K +40 +1%
MCG
3020
MACRO Consulting Group
New Jersey
$448K -$369K -2,340 -44%
VBFP
3021
Valtinson Bruner Financial Planning
Minnesota
$448K -$183K -1,160 -28%
RRWA
3022
Rainey & Randall Wealth Advisors
Florida
$447K +$129K +820 +41%
AAM
3023
Auxier Asset Management
Oregon
$444K – – –
AMG
3024
Advisors Management Group
Wisconsin
$441K – – –
AWM
3025
Altus Wealth Management
Kentucky
$441K +$189K +1,200 +75%
119 120
121
122 123