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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2326
N.E.W. Advisory Services
Wisconsin
$718K +$80.7K +558 +17%
DS
2327
DRW Securities
Illinois
$717K -$1.4M -9,667 -65%
BWA
2328
Bordeaux Wealth Advisors
California
$717K -$98.9K -684 -12%
TIM
2329
Thompson Investment Management
Wisconsin
$717K -$73K -505 -9%
HPCM
2330
High Pointe Capital Management
Illinois
$714K -$66.5K -460 -8%
AWA
2331
AmeriServ Wealth Advisors
Pennsylvania
$714K +$39.3K +272 +6%
CF
2332
Corrigan Financial
Rhode Island
$713K -$11.4K -79 -1%
EDRIA
2333
Edmonds Duncan Registered Investment Advisors
Kansas
$710K – – –
PCMC
2334
Paragon Capital Management (Colorado)
Colorado
$709K -$59.1K -409 -7%
PFG
2335
PAX Financial Group
Texas
$709K +$17.1K +118 +2%
PIP
2336
Peachtree Investment Partners
Florida
$708K +$9.54K +66 +1%
SDH
2337
Sloy Dahl & Holst
Washington
$708K +$234K +1,619 +46%
CGA
2338
Crescent Grove Advisors
Illinois
$706K -$159K -1,097 -18%
OFG
2339
Oxford Financial Group
Indiana
$706K -$50.5K -349 -6%
S
2340
Schroders
United Kingdom
$706K +$744K +5,146 New
GIP
2341
Greatmark Investment Partners
Georgia
$704K – – –
VNB
2342
Virginia National Bank
Virginia
$704K +$742K +5,136 New
BEW
2343
Burton Enright Welch
California
$702K +$7.66K +53 +1%
TMWM
2344
Taylor & Morgan Wealth Management
Michigan
$702K +$492K +3,403 +198%
CWA
2345
Canvas Wealth Advisors
Kansas
$699K +$358K +2,475 +67%
CAM
2346
CenterStar Asset Management
Illinois
$698K – – –
VAM
2347
Verity Asset Management
North Carolina
$698K +$18.5K +128 +3%
WCM
2348
WealthBridge Capital Management
Ohio
$698K +$164K +1,134 +29%
SW
2349
SkyOak Wealth
Michigan
$697K +$55.9K +387 +8%
MAWCM
2350
Mine & Arao Wealth Creation & Management
California
$697K +$118K +815 +19%
92 93
94
95 96