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Name Holding Trade Value Shares
Change 		Change in
Stake
ARS
3801
Adirondack Retirement Specialists
New York
$430K -$6.85K -40 -2%
OPWM
3802
Oakwell Private Wealth Management
Texas
$430K – – –
SDJVC
3803
St. Denis J. Villere & Co
Louisiana
$430K – – –
CCA
3804
Cottonwood Capital Advisors
Utah
$430K +$442K +2,580 New
EBWM
3805
Eagle Bluffs Wealth Management
Missouri
$430K +$442K +2,580 New
EAM
3806
Empirical Asset Management
Massachusetts
$430K +$442K +2,580 New
AC
3807
Avant Capital
Louisiana
$428K +$438K +2,560 New
SAM
3808
Strategic Asset Management
Minnesota
$427K – – –
ACM
3809
Anfield Capital Management
California
$427K +$110K +640 +33%
RCG
3810
Resource Consulting Group
Florida
$427K +$438K +2,560 New
TIM
3811
Tevis Investment Management
Texas
$426K +$438K +2,560 New
HI
3812
Hendershot Investments
Virginia
$423K -$10.3K -60 -2%
DWA
3813
Dougherty Wealth Advisers
Minnesota
$423K – – –
DP
3814
Denver PWM
Colorado
$423K +$95.8K +560 +29%
MWM
3815
McNaughton Wealth Management
California
$419K +$24K +140 +6%
WCFA
3816
Walkner Condon Financial Advisors
Wisconsin
$418K -$291K -1,700 -40%
CCM
3817
Colorado Capital Management
Colorado
$418K -$27.4K -160 -6%
HWMG
3818
Hurlow Wealth Management Group
Indiana
$417K +$54.8K +320 +14%
RWRC
3819
R.W. Roge & Company
New York
$417K +$116K +680 +30%
KWA
3820
KCS Wealth Advisory
California
$417K +$133K +780 +45%
WFM
3821
Wolff Financial Management
Michigan
$417K +$428K +2,500 New
MIAS
3822
Mason Investment Advisory Services
Virginia
$417K -$17.1K -100 -4%
T
3823
TRUADVICE
Florida
$416K +$3.42K +20 +0.8%
E
3824
ETFidea
New York
$413K +$424K +2,480 New
TCM
3825
Tandem Capital Management
New Jersey
$413K +$47.9K +280 +13%
151 152
153
154 155