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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
3276
Navis Wealth Advisors
New York
$523K +$181K +1,140 +51%
GWAM
3277
Guardian Wealth Advisors (Minnesota)
Minnesota
$520K +$6.34K +40 +1%
SAMC
3278
Spectrum Asset Management (California)
California
$520K +$12.7K +80 +2%
GG
3279
Greenwood Gearhart
Arkansas
$520K +$41.2K +260 +8%
WCFA
3280
Walkner Condon Financial Advisors
Wisconsin
$518K +$44.4K +280 +9%
NCMW
3281
Northern Capital Management (Washington)
Washington
$517K +$3.17K +20 +0.6%
CAM
3282
Claret Asset Management
Quebec, Canada
$517K +$6.34K +40 +1%
LFA
3283
Landmark Financial Advisors
Kentucky
$514K -$9.51K -60 -2%
AWM
3284
Absher Wealth Management
North Carolina
$514K – – –
GWM
3285
Greenhouse Wealth Management
Connecticut
$514K – – –
TFF
3286
The Family Firm
Maryland
$511K +$88.8K +560 +20%
HIS
3287
Horizon Investment Services
Indiana
$507K +$69.7K +440 +15%
WA
3288
Wambolt & Associates
Colorado
$506K -$25.4K -160 -5%
DTC
3289
Davidson Trust Company
Washington
$506K – – –
KTA
3290
Keeley-Teton Advisors
Illinois
$504K – – –
LSC
3291
Lesa Sroufe & Co
Washington
$504K – – –
OGF
3292
Orin Green Financial
California
$501K +$12.7K +80 +3%
VBFP
3293
Valtinson Bruner Financial Planning
Minnesota
$500K -$6.34K -40 -1%
P
3294
Palladiem
Pennsylvania
$498K -$44.4K -280 -8%
WFAG
3295
Wescott Financial Advisory Group
Pennsylvania
$498K – – –
OWM
3296
Orgel Wealth Management
Wisconsin
$498K +$25.4K +160 +5%
FCFC
3297
First Citizens Financial Corp
Iowa
$495K -$12.7K -80 -2%
BCM
3298
BTR Capital Management
California
$492K +$108K +680 +27%
CWM
3299
Chicago Wealth Management
Illinois
$492K +$504K +3,180 New
OWA
3300
One Wealth Advisors
California
$492K +$504K +3,180 New
130 131
132
133 134