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Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1676
Alpha Cubed Investments
California
$227K +$261K +2,532 New
PFS
1677
Physicians Financial Services
North Carolina
$225K +$22.4K +217 +9%
JWM
1678
Janiczek Wealth Management
Colorado
$223K -$26.8K -260 -10%
SDWMA
1679
Schneider Downs Wealth Management Advisors
Pennsylvania
$223K -$14.4K -140 -5%
MCM
1680
Monarch Capital Management
Indiana
$223K – – –
FNBSF
1681
First National Bank Sioux Falls
South Dakota
$222K – – –
DWM
1682
Denver Wealth Management
Colorado
$222K +$254K +2,468 New
WP
1683
WealthShield Partners
North Carolina
$221K -$23.4K -227 -8%
DAM
1684
Delta Asset Management
Tennessee
$221K -$19.7K -191 -7%
SAF
1685
Smith Anglin Financial
Texas
$221K -$721 -7 -0.3%
SIC
1686
Shoker Investment Counsel
Ohio
$220K +$618 +6 +0.2%
AW
1687
Avion Wealth
Texas
$220K +$3.19K +31 +1%
NC
1688
NovaPoint Capital
Georgia
$219K – – –
SFG
1689
Steward Financial Group
Texas
$219K +$3.92K +38 +2%
WA
1690
Waverly Advisors
Alabama
$219K +$37K +359 +17%
WGAM
1691
Wilkinson Global Asset Management
New York
$219K +$251K +2,438 New
VI
1692
Versor Investments
New York
$219K +$252K +2,442 New
HC
1693
Hamilton Capital
Ohio
$218K +$12.2K +118 +5%
MAM
1694
Martingale Asset Management
Massachusetts
$218K +$25K +243 +11%
GGS
1695
Galvin Gaustad & Stein
Arizona
$218K +$25.8K +250 +11%
SRG
1696
SBB Research Group
Illinois
$218K +$250K +2,431 New
LWM
1697
Laidlaw Wealth Management
New York
$217K -$123K -1,197 -33%
TC
1698
Touchstone Capital
Pennsylvania
$216K – – –
MIM
1699
MTM Investment Management
South Carolina
$216K +$3.09K +30 +1%
SSWM
1700
Sheets Smith Wealth Management
North Carolina
$215K -$129K -1,249 -34%
66 67
68
69 70