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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1601
Legacy Financial Advisors
Kentucky
$565K +$515K +2,983 New
AOWM
1602
Alpha Omega Wealth Management
Virginia
$563K +$85.1K +493 +20%
VFA
1603
Valeo Financial Advisors
Indiana
$562K -$44.7K -259 -8%
RGC
1604
Roberts, Glore & Co
Illinois
$558K – – –
HL
1605
HeadInvest LLC
Maine
$558K +$518 +3 +0.1%
EIG
1606
Ellenbecker Investment Group
Wisconsin
$557K +$507K +2,938 New
CIS
1607
Connors Investor Services
Pennsylvania
$554K -$146K -844 -22%
EFSCE
1608
Enterprise Financial Services Corp (EFSC)
Missouri
$553K -$20.5K -119 -4%
JFA
1609
Johanson Financial Advisors
California
$552K +$499K +2,890 New
WIC
1610
Woodmont Investment Counsel
Tennessee
$551K – – –
USGIU
1611
U.S. Global Investors (USGI)
Texas
$550K -$1.92M -11,100 -79%
LIA
1612
LBMC Investment Advisors
Tennessee
$550K +$285K +1,652 +132%
TFF
1613
The Family Firm
Maryland
$549K +$518 +3 +0.1%
AAP
1614
Arax Advisory Partners
Colorado
$545K +$22.3K +129 +5%
LAIC
1615
Lederer & Associates Investment Counsel
California
$544K -$21.6K -125 -4%
SHA
1616
Seneca House Advisors
Virginia
$544K +$496K +2,872 New
OIWM
1617
OptiFour Integrated Wealth Management
Virginia
$540K +$492K +2,848 New
TA
1618
Tiedemann Advisors
New York
$537K -$717K -4,152 -59%
MA
1619
Mutual Advisors
Nebraska
$531K +$483K +2,801 New
TFA
1620
Toth Financial Advisory
Virginia
$526K – – –
GC
1621
Gilbert & Cook
Iowa
$522K -$1.73K -10 -0.4%
PLFAM
1622
Pineno Levin & Ford Asset Management
Virginia
$519K – – –
VAM
1623
Visionary Asset Management
Texas
$519K +$207K +1,198 +78%
NBG
1624
Nancy B. Gardiner
$513K -$596K -3,451 -56%
AAM
1625
Autus Asset Management
Arizona
$511K -$29.7K -172 -6%
63 64
65
66 67