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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2526
CFS Investment Advisory Services
New Jersey
$285K +$252K +2,220 New
OCM
2527
Objective Capital Management
Ohio
$285K +$276K +2,432 New
DWP
2528
Destiny Wealth Partners
Florida
$284K – – –
LP
2529
LGL Partners
Pennsylvania
$284K +$28.9K +254 +12%
MCA
2530
MSH Capital Advisors
Arizona
$284K +$275K +2,418 New
PFA
2531
Pettinga Financial Advisors
Indiana
$281K -$35K -308 -11%
PCM
2532
Princeton Capital Management
New Jersey
$281K -$20.3K -179 -7%
TFGT
2533
TS Financial Group (TSFG)
Illinois
$281K +$568 +5 +0.2%
AA
2534
Auxano Advisors
Washington
$281K +$31.9K +281 +13%
NIC
2535
Northwest Investment Counselors
Oregon
$280K -$56.6K -498 -17%
SOAG
2536
Silver Oak Advisory Group
Oregon
$279K +$270K +2,378 New
MCM
2537
Morton Capital Management
California
$279K +$270K +2,377 New
EDRIA
2538
Edmonds Duncan Registered Investment Advisors
Kansas
$278K -$30.7K -270 -11%
SNBOSCI
2539
Security National Bank of Sioux City Iowa
Iowa
$278K – – –
HFS
2540
Howard Financial Services
Texas
$277K +$1.25K +11 +0.5%
PAI
2541
Pittenger & Anderson Inc
Nebraska
$277K +$37K +326 +16%
AC
2542
Applied Capital
Arkansas
$276K -$5.45K -48 -2%
MC
2543
Matisse Capital
Oregon
$276K -$2.27K -20 -0.8%
WFC
2544
Western Financial Corp
California
$276K +$909 +8 +0.3%
GKWIM
2545
Gerber Kawasaki Wealth & Investment Management
California
$275K -$59.9K -527 -18%
SFM
2546
Signet Financial Management
New Jersey
$274K -$3.52K -31 -1%
UFA
2547
US Financial Advisors
Massachusetts
$274K – – –
WWM
2548
Windsor Wealth Management
Indiana
$273K +$33.3K +293 +15%
TCB
2549
Texas Capital Bancshares
Texas
$272K -$29.3K -258 -10%
SFG
2550
Sather Financial Group
Texas
$271K -$62.5K -550 -19%
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