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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1301
Mine & Arao Wealth Creation & Management
California
$20K -$3.87K -88 -15%
BBPWM
1302
Blue Bell Private Wealth Management
Pennsylvania
$19K – – –
DMKJ
1303
David M. Knott Jr
$19K – – –
JFGIW
1304
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K +$396 +9 +2%
BIA
1305
Bell Investment Advisors
California
$19K +$3.47K +79 +19%
WBC
1306
West Branch Capital
Massachusetts
$19K +$21.8K +496 New
GCM
1307
Gables Capital Management
Florida
$18K -$13.9K -316 -41%
PO
1308
Private Ocean
California
$18K – – –
TC
1309
Truvestments Capital
Florida
$17K -$7.08K -161 -26%
CCM
1310
Copeland Capital Management
Pennsylvania
$16K – – –
DTIM
1311
Danda Trouve Investment Management
Kansas
$16K – – –
KIG
1312
Kessler Investment Group
Indiana
$16K – – –
TCM
1313
Tradewinds Capital Management
Washington
$16K – – –
HCM
1314
Horrell Capital Management
Arkansas
$15K – – –
SAM
1315
Selway Asset Management
$15K +$16.7K +379 New
MFT
1316
Moisand Fitzgerald Tamayo
Florida
$15K +$17.2K +392 New
MIM
1317
Macroview Investment Management
Maryland
$14K – – –
RAM
1318
Riggs Asset Management
Pennsylvania
$14K – – –
SSC
1319
Syverson Strege & Co
Iowa
$14K – – –
HI
1320
Hoey Investments
Pennsylvania
$14K +$7.83K +178 +99%
DWA
1321
Delos Wealth Advisors
Texas
$14K +$15.7K +356 New
WWP
1322
WR Wealth Planners
Missouri
$14K -$2.11K -48 -12%
BFPW
1323
BOK Financial Private Wealth
Colorado
$13K – – –
GWSG
1324
GPS Wealth Strategies Group
Colorado
$13K – – –
FSWA
1325
Financial Synergies Wealth Advisors
Texas
$12.1K – – –
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