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Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
901
Alpine Global Management
New York
$384K +$369K +9,129 New
SAM
902
SignalPoint Asset Management
Missouri
$382K -$82.7K -2,044 -18%
OWA
903
Outlook Wealth Advisors
Texas
$382K +$20.3K +502 +6%
BC
904
Burney Company
Virginia
$377K -$5.3K -131 -1%
CFG
905
Capstone Financial Group
Oklahoma
$377K – – –
LPIC
906
LeJeune Puetz Investment Counsel
Michigan
$376K -$5.06K -125 -1%
PP
907
PDS Planning
Ohio
$375K +$29.3K +724 +9%
CFA
908
CWS Financial Advisors
Michigan
$374K -$971 -24 -0.3%
SMC
909
Smith, Moore & Co
Missouri
$372K -$33.3K -823 -8%
VIM
910
Vista Investment Management
Pennsylvania
$372K -$2.47K -61 -0.7%
CF
911
Copperwynd Financial
Arizona
$371K -$19.7K -487 -5%
NGA
912
Naples Global Advisors
Florida
$370K +$20K +495 +6%
DHFB
913
Dixon Hubard Feinour & Brown
Virginia
$366K -$97.7K -2,415 -20%
JHCP
914
Jackson Hole Capital Partners
Oklahoma
$365K – – –
HIC
915
Holderness Investments Company
North Carolina
$364K – – –
MMPW
916
Mitchell McLeod Pugh & Williams
Alabama
$363K -$19K -470 -5%
MWM
917
Mission Wealth Management
California
$363K -$13.2K -327 -4%
PCM
918
Pointe Capital Management
Michigan
$361K +$77.7K +1,920 +29%
BEC
919
Blue Edge Capital
Virginia
$357K – – –
LB
920
Legacy Bridge
Iowa
$355K -$8.9K -220 -3%
PMA
921
Prudent Man Advisors
Illinois
$355K +$342K +8,455 New
BIAS
922
Beacon Investment Advisory Services
New Jersey
$354K +$60.1K +1,487 +21%
BBNA
923
Bremer Bank National Association
Minnesota
$353K -$65.6K -1,621 -16%
EM
924
Excalibur Management
Massachusetts
$353K +$2.91K +72 +0.9%
NAM
925
NTV Asset Management
West Virginia
$351K -$76.8K -1,900 -19%
35 36
37
38 39