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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
4001
West Oak Capital
California
$40.7K -$159K -405 -4%
BFS
4002
Burkett Financial Services
South Carolina
$40.6K – – –
WA
4003
Whipplewood Advisors
Colorado
$40.5K -$55.4K -141 -59%
SC
4004
Skylands Capital
Wisconsin
$40.5K – – –
WPWM
4005
Western Pacific Wealth Management
Illinois
$40.3K -$39.3K -100 -50%
KPP
4006
Kings Path Partners
Texas
$39.3K – – –
MAM
4007
Marquette Asset Management
Minnesota
$38.1K +$37K +94 New
AI
4008
AXS Investments
New York
$37.7K +$36.6K +93 New
DWA
4009
Dougherty Wealth Advisers
Minnesota
$37.7K +$36.6K +93 New
CAIM
4010
Catherine Avery Investment Management
Florida
$36.5K – – –
LWMI
4011
Legacy Wealth Management (Idaho)
Idaho
$36.1K -$2.75K -7 -7%
LFASL
4012
Lugano Financial Advisors SA (LFA)
Switzerland
$35.3K – – –
TFG
4013
Team Financial Group
California
$35.2K +$3.15K +8 +10%
SVWA
4014
Sarver Vrooman Wealth Advisors
Missouri
$34.4K – – –
IW
4015
Imprint Wealth
South Carolina
$33.6K +$32.6K +83 New
RTL
4016
Red Tortoise LLC
Georgia
$32.6K – – –
SHM
4017
Sagard Holdings Management
Ontario, Canada
$32.4K – – –
NWM
4018
Navigoe Wealth Management
California
$32K +$1.97K +5 +7%
WAS
4019
Winch Advisory Services
Wisconsin
$31.9K +$393 +1 +1%
FS
4020
Financially Speaking
Colorado
$31.2K +$30.3K +77 New
RTC
4021
Riverview Trust Company
Washington
$30.4K – – –
HIIFS
4022
Harel Insurance Investments & Financial Services
Israel
$30K – – –
GCGDR
4023
Geo Capital Gestora de Recursos
Brazil
$29K – – –
UIA
4024
Ulland Investment Advisors
Minnesota
$28K – – –
LAMC
4025
Longview Asset Management (California)
California
$27.6K – – –
159 160
161
162 163