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Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
4051
Jackson Grant Investment Advisers
Connecticut
$328K +$17.5K +153 +6%
GB
4052
Goepper Burkhardt
South Carolina
$328K -$1.71K -15 -0.6%
SCP
4053
Syntal Capital Partners
Texas
$327K -$54.8K -480 -16%
MWM
4054
Maltin Wealth Management
New Jersey
$327K -$3.65K -32 -1%
TCB
4055
Texas Capital Bancshares
Texas
$326K -$21.9K -192 -7%
SDJVC
4056
St. Denis J. Villere & Co
Louisiana
$326K +$11.4K +100 +4%
RP
4057
Riverwater Partners
Wisconsin
$325K +$45.7K +400 +19%
IWM
4058
Integris Wealth Management
California
$324K +$1.6K +14 +0.6%
DSN
4059
D. Scott Neal
Kentucky
$323K – – –
SRWM
4060
Shira Ridge Wealth Management
California
$323K -$11.4K -100 -4%
CWAG
4061
Carlsbad Wealth Advisory Group
California
$323K +$283K +2,480 New
JTWM
4062
Jackson Thornton Wealth Management
Alabama
$322K +$282K +2,467 New
SHIM
4063
Stone House Investment Management
Pennsylvania
$320K +$11.4K +100 +4%
AWM
4064
Altus Wealth Management
Kentucky
$320K +$1.14K +10 +0.4%
SI
4065
Sprott Inc
Ontario, Canada
$319K – – –
DWA
4066
Dougherty Wealth Advisers
Minnesota
$318K – – –
CWM
4067
Certus Wealth Management
California
$318K +$279K +2,440 New
CEI
4068
Clark Estates Inc
New York
$318K +$279K +2,440 New
KLI
4069
Kelman-Lazarov Inc
Tennessee
$317K +$50.7K +444 +22%
AWM
4070
Absher Wealth Management
North Carolina
$317K -$1.14K -10 -0.4%
IPW
4071
Impact Partnership Wealth
Georgia
$315K +$276K +2,420 New
TCM
4072
Tandem Capital Management
New Jersey
$315K – – –
LIA
4073
LifePlan Investment Advisors
North Carolina
$314K +$275K +2,410 New
WIC
4074
Whitegate Investment Counselors
New Hampshire
$313K – – –
SW
4075
SMART Wealth
Nebraska
$312K +$6.39K +56 +2%
161 162
163
164 165