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Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
2076
ERn Financial LLC
Wisconsin
$950K +$95.1K +593 +11%
VBFG
2077
Vishria Bird Financial Group
Tennessee
$950K – – –
AIS
2078
AM Investment Strategies
Tennessee
$950K +$114K +708 +13%
SFSG
2079
Sound Financial Strategies Group
Mississippi
$950K +$968K +6,035 New
RIM
2080
RW Investment Management
Idaho
$949K -$53.4K -333 -5%
FWTB
2081
First Western Trust Bank
Colorado
$949K -$301K -1,877 -24%
NAS
2082
Nicolet Advisory Services
Wisconsin
$948K -$63.3K -395 -6%
WCG
2083
Weaver Consulting Group
California
$946K +$5.45K +34 +0.6%
DC
2084
Defender Capital
North Carolina
$944K -$160K -995 -14%
EIM
2085
Essex Investment Management
Massachusetts
$942K – – –
SGCA
2086
Steel Grove Capital Advisors
Tennessee
$942K +$387K +2,413 +67%
FNBOSM
2087
First National Bank of South Miami
Florida
$941K -$63.3K -395 -6%
LWMM
2088
Legacy Wealth Management (Mississippi)
Mississippi
$940K -$3.21K -20 -0.3%
SWM
2089
Salvus Wealth Management
New Jersey
$934K +$60.4K +377 +7%
WCA
2090
Westover Capital Advisors
Delaware
$933K -$26K -162 -3%
SRAM
2091
Spouting Rock Asset Management
Pennsylvania
$931K – – –
MPIA
2092
Mountain Pacific Investment Advisers
Idaho
$930K -$53.7K -335 -5%
AF
2093
Apexium Financial
Texas
$929K +$86.4K +539 +10%
AWA
2094
Amplius Wealth Advisors
Pennsylvania
$929K +$51.1K +319 +6%
SA
2095
SAM Advisors
California
$928K +$962 +6 +0.1%
MIM
2096
Morningstar Investment Management
Illinois
$922K +$155K +964 +20%
6F
2097
626 Financial
Michigan
$921K +$1.92K +12 +0.2%
CCM
2098
Chickasaw Capital Management
Tennessee
$918K – – –
CICI
2099
Capital Investment Counsel Inc
North Carolina
$917K +$12.5K +78 +1%
BIM
2100
Bridgecreek Investment Management
Oklahoma
$917K – – –
82 83
84
85 86