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Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
2351
V-Square Quantitative Management
Illinois
$657K +$670K +4,176 New
SP
2352
Successful Portfolios
Florida
$657K -$229K -1,430 -26%
AI
2353
Accredited Investors
Minnesota
$656K -$107K -670 -14%
PCM
2354
Pointe Capital Management
Michigan
$655K +$19.6K +122 +3%
APIM
2355
Agate Pass Investment Management
Washington
$651K -$4.01K -25 -0.6%
CIA
2356
Cladis Investment Advisory
Montana
$651K – – –
PVH
2357
Psagot Value Holdings
Israel
$650K -$112K -700 -14%
EA
2358
Eclectic Associates
California
$650K -$2.56K -16 -0.4%
KCFA
2359
Key Client Fiduciary Advisors
New Jersey
$649K +$321 +2 +0%
AO
2360
Advisor OS
Illinois
$649K +$365K +2,277 +123%
DWM
2361
Dechtman Wealth Management
Colorado
$648K +$661K +4,120 New
TCWA
2362
Ten Capital Wealth Advisors
Washington
$648K +$63.6K +397 +11%
WBCM
2363
Wilson & Boucher Capital Management
California
$646K -$15.2K -95 -2%
CAM
2364
Cidel Asset Management
Ontario, Canada
$645K – – –
SCA
2365
SMH Capital Advisors
Texas
$645K -$10.4K -65 -2%
PAS
2366
Professional Advisory Services
Florida
$645K – – –
BIA
2367
Beacon Investment Advisors
Maryland
$642K +$2.25K +14 +0.3%
TA
2368
Trellis Advisors
Washington
$642K -$14.8K -92 -2%
HCMG
2369
Howard Capital Management Group
California
$642K -$37.5K -234 -5%
CWA
2370
Clarity Wealth Advisors
California
$641K +$5.45K +34 +0.8%
AFG
2371
Allegheny Financial Group
Pennsylvania
$640K -$580K -3,619 -47%
RDFA
2372
Ritter Daniher Financial Advisory
Ohio
$640K +$6.89K +43 +1%
RFN
2373
RDA Financial Network
Iowa
$639K +$5.29K +33 +0.8%
BCMLT
2374
Beacon Capital Management LLC (Tennessee)
Tennessee
$638K +$9.94K +62 +2%
AWM
2375
Atticus Wealth Management
Florida
$637K -$17K -106 -3%
93 94
95
96 97