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Name Holding Trade Value Shares
Change 		Change in
Stake
XWL
1801
XXI Wealth LLC
Illinois
$1.39M +$1.34M +17,998 New
DIM
1802
Delta Investment Management
California
$1.38M +$18.3K +246 +1%
SLT
1803
St Louis Trust
Missouri
$1.38M – – –
HR
1804
Howe & Rusling
New York
$1.38M -$106K -1,429 -7%
CA
1805
Continuum Advisory
Idaho
$1.38M +$227K +3,057 +21%
VSQM
1806
V-Square Quantitative Management
Illinois
$1.38M -$658K -8,862 -33%
RC
1807
Roundview Capital
New Jersey
$1.38M +$158K +2,136 +14%
AF
1808
Advisornet Financial
Minnesota
$1.37M +$63K +849 +5%
PG
1809
Proffitt & Goodson
Tennessee
$1.37M +$668 +9 +0.1%
IFWM
1810
Institute for Wealth Management
Colorado
$1.37M +$7.49K +101 +0.6%
KFAS
1811
Keating Financial Advisory Services
Kansas
$1.37M +$1.32M +17,724 New
EAM
1812
Everstar Asset Management
North Carolina
$1.36M +$25.4K +342 +2%
SFP
1813
Shepherd Financial Partners
Massachusetts
$1.36M +$14.5K +195 +1%
PP
1814
Pingora Partners
Wyoming
$1.36M – – –
GIM
1815
Guardian Investment Management
California
$1.36M +$66.8K +900 +5%
BF
1816
bLong Financial
Tennessee
$1.36M – – –
SC
1817
Stance Capital
Massachusetts
$1.36M -$4.12M -55,587 -76%
TCCM
1818
Timber Creek Capital Management
Massachusetts
$1.36M – – –
GAAM
1819
Guinness Atkinson Asset Management
California
$1.36M -$29.5K -397 -2%
WCM
1820
Washington Capital Management
Washington
$1.36M -$15.6K -210 -1%
RYIA
1821
Roehl & Yi Investment Advisors
Oregon
$1.35M -$25.6K -345 -2%
DTC
1822
Davidson Trust Company
Washington
$1.35M +$267K +3,593 +26%
DWM
1823
Drive Wealth Management
Utah
$1.34M +$69.3K +934 +6%
MAWA
1824
Moss Adams Wealth Advisors
Washington
$1.34M +$22.3K +300 +2%
EFMH
1825
E Fund Management (HK)
Hong Kong
$1.34M +$601K +8,103 +95%
71 72
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