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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1501
Independent Solutions Wealth Management
New York
$3.05M -$168K -458 -5%
MA
1502
MCF Advisors
Kentucky
$3.05M -$24.2K -66 -0.7%
SWA
1503
Sax Wealth Advisors
New Jersey
$3.05M +$1.28M +3,488 +65%
FIM
1504
Fruth Investment Management
Texas
$3.05M -$5.49K -15 -0.2%
GEA
1505
Glen Eagle Advisors
New Jersey
$3.05M -$178K -485 -5%
CW
1506
Channel Wealth
California
$3.05M +$2.84M +7,762 +711%
CFSG
1507
Community Financial Services Group
Vermont
$3.04M +$31.5K +86 +1%
TNA
1508
True North Advisors
Texas
$3.04M -$126K -344 -4%
JRPIM
1509
Journey Retirement Planning & Investment Management
Idaho
$3.04M +$3.24M +8,840 New
GBT
1510
Grove Bank & Trust
Florida
$3.04M -$88.6K -242 -3%
HCM
1511
Hall Capital Management
Rhode Island
$3.04M -$38.5K -105 -1%
LWP
1512
LMG Wealth Partners
Louisiana
$3.04M +$2.4M +6,554 +289%
CRWM
1513
Castle Rock Wealth Management
California
$3.03M +$70K +191 +2%
DCM
1514
Delta Capital Management
New Jersey
$3.03M -$513K -1,400 -14%
CS
1515
Capital Square
Tennessee
$3.03M +$69.6K +190 +2%
BRM
1516
Boston Research & Management
Massachusetts
$3.03M – – –
RMSCM
1517
R.M. Sincerbeaux Capital Management
New York
$3.03M – – –
QLSGSCF
1518
Quent Long Short Global Small Cap Fund
New York
$3.02M +$3.22M +8,788 New
WWM
1519
WT Wealth Management
Arizona
$3.02M +$858K +2,342 +36%
HIMS
1520
Hager Investment Management Services
New Hampshire
$3.02M +$592K +1,615 +23%
PWAM
1521
Pinnacle West Asset Management
Wyoming
$3.01M -$45.8K -125 -1%
SDP
1522
Sentinel Dome Partners
California
$3.01M +$3.2M +8,750 New
MA
1523
MONECO Advisors
Connecticut
$3.01M +$9.89K +27 +0.3%
CC
1524
Corsicana & Co
Texas
$3.01M -$9.16K -25 -0.3%
KC
1525
Knuff & Co
California
$3.01M +$3.3K +9 +0.1%
59 60
61
62 63