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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2626
Planning Directions
Pennsylvania
$646K +$2.73K +8 +0.4%
JCM
2627
Jag Capital Management
Missouri
$644K +$2.39K +7 +0.4%
KA
2628
Kozak & Associates
Colorado
$644K -$373K -1,094 -36%
BA
2629
Ballast Advisors
Minnesota
$642K -$682 -2 -0.1%
MFP
2630
Meridian Financial Partners
Virginia
$642K +$598K +1,754 New
DAC
2631
Dividend Assets Capital
South Carolina
$642K – – –
OCPWS
2632
One Charles Private Wealth Services
Massachusetts
$641K – – –
SFG
2633
Seamount Financial Group
Colorado
$640K +$7.85K +23 +1%
MCM
2634
Marathon Capital Management
Maryland
$640K +$51.2K +150 +9%
ACA
2635
Affinity Capital Advisors
California
$639K -$2.73K -8 -0.4%
SIG
2636
Spinnaker Investment Group
California
$639K -$74.7K -219 -11%
GIM
2637
Groesbeck Investment Management
New Jersey
$639K -$37.2K -109 -6%
WPW
2638
Warther Private Wealth
Ohio
$639K +$633K +1,856 New
PWM
2639
Purus Wealth Management
California
$638K +$25.6K +75 +4%
AC
2640
Asio Capital
Kentucky
$638K – – –
PB
2641
Pinnacle Bancorp
Nebraska
$636K -$1.71K -5 -0.3%
TL
2642
Tradewinds LLC
North Carolina
$636K +$630K +1,847 New
LJHT
2643
Laurie J. Hall Trustee
$635K -$51.2K -150 -8%
EGWAG
2644
Elwood & Goetz Wealth Advisory Group
Georgia
$635K -$7.16K -21 -1%
DWM
2645
Dogwood Wealth Management
Kansas
$634K +$198K +580 +46%
WFA
2646
WMG Financial Advisors
Tennessee
$633K +$35.1K +103 +6%
QCIG
2647
Quad-Cities Investment Group
Iowa
$633K -$17.7K -52 -3%
SB
2648
Sunflower Bank
Texas
$631K -$20.5K -60 -3%
CG
2649
Clifford Group
Massachusetts
$630K +$8.19K +24 +1%
FSC
2650
Full Sail Capital
Oklahoma
$629K -$136K -400 -18%
104 105
106
107 108