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Name Holding Trade Value Shares
Change 		Change in
Stake
WAOI
2076
Wealth Advisors of Iowa
Iowa
$1.91M +$38K +39 +2%
QPBE
2077
Quintet Private Bank (Europe)
Luxembourg
$1.91M -$100K -103 -5%
QFPS
2078
Quantum Financial Planning Services
Washington
$1.91M -$87.7K -90 -4%
KP
2079
Keel Point
Alabama
$1.9M -$742K -761 -28%
BCM
2080
Birmingham Capital Management
Alabama
$1.9M – – –
LFA
2081
Legacy Financial Advisors
Kentucky
$1.9M +$200K +205 +12%
SAM
2082
Silphium Asset Management
United Kingdom
$1.9M -$351K -360 -16%
BWM
2083
BKM Wealth Management
Wisconsin
$1.9M -$138K -142 -7%
CS
2084
Crescent Sterling
Louisiana
$1.9M -$14.6K -15 -0.8%
WQ
2085
Wealth Quarterback
New Jersey
$1.89M -$189K -194 -9%
PWA
2086
Physician Wealth Advisors
Utah
$1.89M +$59.4K +61 +3%
MHIC
2087
Marble Harbor Investment Counsel
Massachusetts
$1.89M -$78K -80 -4%
OC
2088
Oarsman Capital
Wisconsin
$1.89M +$234K +240 +14%
TIA
2089
Traphagen Investment Advisors
New Jersey
$1.89M +$57.5K +59 +3%
OAM
2090
Ostrum Asset Management
France
$1.89M -$1.54M -1,585 -46%
NI
2091
NCP Inc
California
$1.89M -$71.1K -73 -4%
DG
2092
DMC Group
Alabama
$1.88M +$10.7K +11 +0.6%
FCM
2093
Fire Capital Management
California
$1.88M +$148K +152 +9%
OFS
2094
Orrstown Financial Services
Pennsylvania
$1.88M -$130K -133 -7%
BIAS
2095
Beacon Investment Advisory Services
New Jersey
$1.88M -$138K -142 -7%
FFS
2096
Flavin Financial Services
Florida
$1.86M +$63.3K +65 +4%
VDI
2097
Vaughan David Investments
Illinois
$1.85M -$56.5K -58 -3%
MSK
2098
Melissa S. Kampmann
$1.85M +$370K +380 +26%
CA
2099
Crewe Advisors
Utah
$1.85M +$74.1K +76 +4%
LCM
2100
Lazari Capital Management
California
$1.85M – – –
82 83
84
85 86