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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
2901
Arkfeld Wealth Strategies
Nebraska
$390K +$16.1K +114 +5%
PAS
2902
PKS Advisory Services
New York
$390K +$54.1K +384 +16%
AWA
2903
Archvest Wealth Advisors
California
$390K +$32.4K +230 +9%
SA
2904
SoundView Advisors
Washington
$389K +$13.1K +93 +4%
LA
2905
Lifeworks Advisors
Michigan
$388K -$13.1K -93 -3%
HAS
2906
Holland Advisory Services
Florida
$388K +$212K +1,501 +124%
ATS
2907
Ashton Thomas Securities
New York
$388K -$79.1K -561 -17%
TCWM
2908
Total Clarity Wealth Management
Illinois
$388K +$26.9K +191 +8%
PCM
2909
Prospera Capital Management
Arizona
$387K +$5.64K +40 +2%
SW
2910
Solidarity Wealth
Utah
$387K -$4.79K -34 -1%
IWA
2911
IVC Wealth Advisors
Pennsylvania
$387K +$37.2K +264 +11%
EHAM
2912
Eagle Harbor Asset Management
Washington
$386K -$22.3K -158 -6%
PWA
2913
Prairie Wealth Advisors
Nebraska
$386K – – –
RCM
2914
Rockbridge Capital Management
Virginia
$386K – – –
GCM
2915
Goldstream Capital Management
Hong Kong
$385K – – –
HWMG
2916
Hurlow Wealth Management Group
Indiana
$383K -$846 -6 -0.2%
PWS
2917
Proactive Wealth Strategies
Georgia
$383K +$24.1K +171 +7%
GRQ
2918
Gardner Russo & Quinn
Pennsylvania
$382K -$218K -1,547 -37%
MHB
2919
Midwest Heritage Bank
Iowa
$382K -$705 -5 -0.2%
GAB
2920
German American Bancorp
Indiana
$382K +$20.6K +146 +6%
OC
2921
Optima Capital
Oregon
$382K +$152K +1,078 +68%
SGI
2922
Summit Global Investments
Utah
$381K -$45.7K -324 -11%
3F
2923
360 Financial
Minnesota
$381K – – –
GWM
2924
Greenwich Wealth Management
Connecticut
$380K -$9.02K -64 -2%
DAM
2925
Deltec Asset Management
New York
$379K -$202K -1,431 -35%
115 116
117
118 119