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Name Holding Trade Value Shares
Change 		Change in
Stake
HPCM
1501
Hunter Perkins Capital Management
Illinois
$237K +$229K +1,100 New
CWM
1502
CCG Wealth Management
California
$236K -$30K -144 -12%
WA
1503
WP Advisors
California
$236K +$228K +1,093 New
AA
1504
Auxano Advisors
Washington
$234K – – –
FMW
1505
Farr Miller & Washington
District of Columbia
$234K +$226K +1,087 New
FCM
1506
Fortis Capital Management
Washington
$233K -$9.16K -44 -4%
GBA
1507
Garrison Bradford & Associates
New York
$233K – – –
RWA
1508
Redhawk Wealth Advisors
Minnesota
$233K +$225K +1,082 New
BCP
1509
Blackhawk Capital Partners
Wisconsin
$232K – – –
CA
1510
Capital Advantage
California
$232K – – –
ADBIC
1511
A.D. Beadell Investment Counsel
Wisconsin
$231K +$224K +1,075 New
3F
1512
360 Financial
Minnesota
$230K +$203K +974 New
GIA
1513
Gladstone Institutional Advisory
Florida
$229K -$393K -1,885 -64%
NCM
1514
Novare Capital Management
North Carolina
$229K +$221K +1,060 New
ACA
1515
Aptus Capital Advisors
Alabama
$229K +$221K +1,062 New
SWM
1516
Sculati Wealth Management
Michigan
$228K -$20.8K -100 -9%
AIP
1517
Ahrens Investment Partners
Louisiana
$225K -$216K -1,035 -50%
WU
1518
Wealthsimple US
New York
$225K +$217K +1,042 New
HA
1519
HC Advisors
Georgia
$225K +$218K +1,045 New
PV
1520
Private Vista
Illinois
$224K -$109K -524 -33%
TCWM
1521
Total Clarity Wealth Management
Illinois
$224K +$216K +1,038 New
WF
1522
WoodTrust Financial
Wisconsin
$224K +$217K +1,040 New
WLIM
1523
White Lighthouse Investment Management
Massachusetts
$223K +$215K +1,033 New
BFS
1524
Baskin Financial Services
Ontario, Canada
$222K – – –
GC
1525
Garde Capital
Washington
$222K +$214K +1,030 New
59 60
61
62 63