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Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1801
Live Oak Private Wealth
North Carolina
$1.5M +$681K +2,073 +83%
WWM
1802
Wolff Wiese Magana
California
$1.49M -$47K -143 -3%
PWM
1803
Peterson Wealth Management
Nevada
$1.49M +$7.55K +23 +0.5%
AFP
1804
Ausdal Financial Partners
Iowa
$1.49M +$92.3K +281 +7%
TFCM
1805
Taylor Frigon Capital Management
Arizona
$1.48M +$97.2K +296 +7%
PFSC
1806
Peoples Financial Services Corp
Pennsylvania
$1.48M +$220K +670 +17%
NP
1807
NorthRock Partners
Minnesota
$1.48M +$240K +732 +21%
MFG
1808
MidWestOne Financial Group
Iowa
$1.47M +$1.31K +4 +0.1%
LWM
1809
Loveless Wealth Management
Montana
$1.47M +$13.1K +40 +0.9%
WFC
1810
Western Financial Corp
California
$1.46M -$271K -826 -16%
TPWA
1811
TRUE Private Wealth Advisors
Oregon
$1.46M -$20.7K -63 -1%
SCM
1812
Salem Capital Management
Massachusetts
$1.46M -$37.4K -114 -3%
GFPC
1813
Global Financial Private Client
Florida
$1.45M +$328 +1 +0%
IF
1814
Ironwood Financial
Arizona
$1.45M +$98.2K +299 +7%
RFM
1815
Royal Fund Management
Florida
$1.44M -$123K -376 -8%
RCIM
1816
Red Cedar Investment Management
Michigan
$1.44M – – –
EFSCE
1817
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M +$418K +1,272 +41%
USGIU
1818
U.S. Global Investors (USGI)
Texas
$1.44M – – –
AIM
1819
Allen Investment Management
New York
$1.44M +$328K +1,000 +30%
NB
1820
Nicolet Bankshares
Wisconsin
$1.43M -$53.5K -163 -4%
BCP
1821
Berkeley Capital Partners
Georgia
$1.43M -$58.1K -177 -4%
CWM
1822
Cornerstone Wealth Management
Missouri
$1.43M -$40.7K -124 -3%
CT
1823
Coastline Trust
Rhode Island
$1.43M -$21.3K -65 -1%
DA
1824
Doliver Advisors
Texas
$1.43M +$6.57K +20 +0.5%
AIFAIM
1825
American Institute for Advanced Investment Management
Arizona
$1.42M -$4.92K -15 -0.3%
71 72
73
74 75