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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1151
Alta Capital Management
Utah
$587K -$34.6K -200 -5%
RIA
1152
Realta Investment Advisors
Delaware
$587K +$35.5K +205 +6%
PHIC
1153
Pine Haven Investment Counsel
Massachusetts
$585K -$48.3K -279 -8%
JWM
1154
Jessup Wealth Management
Ohio
$585K +$291K +1,684 +96%
WC
1155
Wynn Capital
Georgia
$584K +$592K +3,422 New
SRSA
1156
S.R. Schill & Associates
Washington
$584K +$14.7K +85 +3%
AFM
1157
Abbot Financial Management
Massachusetts
$583K -$56.3K -325 -9%
CWA
1158
Consilium Wealth Advisory
Texas
$582K +$590K +3,410 New
CCWM
1159
Cassaday & Co Wealth Management
Virginia
$581K +$20.9K +121 +4%
CCG
1160
Chatham Capital Group
Georgia
$580K +$95.2K +550 +19%
RA
1161
Ransom Advisory
Rhode Island
$580K -$26K -150 -4%
CM
1162
Castleark Management
Illinois
$580K – – –
ARC
1163
Advisor Resource Council
Texas
$578K +$587K +3,392 New
MHWM
1164
Montz Harcus Wealth Management
Louisiana
$578K -$865 -5 -0.1%
DP
1165
DDD Partners
Washington
$578K +$6.58K +38 +1%
PCM
1166
Pointe Capital Management
Michigan
$578K -$22.2K -128 -4%
TCM
1167
Thoma Capital Management
Maryland
$576K +$87.1K +503 +18%
TAM
1168
Tocqueville Asset Management
New York
$575K -$3.46K -20 -0.6%
VA
1169
Valmark Advisers
Ohio
$572K -$12.5K -72 -2%
FG
1170
Foster Group
Iowa
$571K +$21.1K +122 +4%
CBTWT
1171
Community Bank & Trust (Waco, Texas)
Texas
$570K -$5.19K -30 -0.9%
LA
1172
Lakeside Advisors
Washington
$570K -$6.92K -40 -1%
AC
1173
AlphaCore Capital
California
$567K +$305K +1,762 +113%
RC
1174
Rovin Capital
Arizona
$566K +$11.9K +69 +2%
AWA
1175
AmeriServ Wealth Advisors
Pennsylvania
$566K -$2.94K -17 -0.5%
45 46
47
48 49