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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
2926
MBM Wealth Consultants
Missouri
$60K – – –
DI
2927
Disciplined Investments
Oklahoma
$57.8K +$2.25K +46 +4%
JIR
2928
James Investment Research
Ohio
$57K +$244 +5 +0.5%
CIA
2929
Cape Investment Advisory
Georgia
$56.5K +$52.8K +1,081 New
JAM
2930
JCIC Asset Management
Ontario, Canada
$54.4K – – –
WAS
2931
Winch Advisory Services
Wisconsin
$54K +$342 +7 +0.7%
SFG
2932
Steward Financial Group
Texas
$54K +$23.1K +474 +85%
FWA
2933
FSC Wealth Advisors
New York
$53.4K +$293 +6 +0.6%
MFT
2934
Moisand Fitzgerald Tamayo
Florida
$52K – – –
OCM
2935
Osterweis Capital Management
California
$51.6K – – –
MCA
2936
Maryland Capital Advisors
Maryland
$50.4K – – –
TLA
2937
Tanglewood Legacy Advisors
Texas
$48.4K – – –
HWM
2938
HighMark Wealth Management
Minnesota
$47.9K +$293 +6 +0.7%
RTL
2939
Red Tortoise LLC
Georgia
$47.2K -$4.2K -86 -9%
DF
2940
DecisionPoint Financial
Arizona
$46.3K – – –
TCPG
2941
Trivant Custom Portfolio Group
California
$44.3K +$41.4K +848 New
ORAM
2942
One River Asset Management
Connecticut
$44.3K -$89.4K -1,831 -68%
CWM
2943
Cedar Wealth Management
California
$42.3K – – –
BSWA
2944
Bromfield Sneider Wealth Advisors
Massachusetts
$41.8K – – –
MAM
2945
Marquette Asset Management
Minnesota
$41.8K – – –
CWM
2946
Cranbrook Wealth Management
Michigan
$41.3K +$33.7K +690 +690%
GFWA
2947
Grey Fox Wealth Advisors
Delaware
$41.1K +$733 +15 +2%
NA
2948
Nordwand Advisors
Pennsylvania
$40.3K +$37.6K +770 New
AWA
2949
Artemis Wealth Advisors
New York
$39.2K -$150K -3,062 -80%
CM
2950
Cornerstone Management
Georgia
$38.2K – – –
116 117
118
119 120