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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2076
EverSource Wealth Advisors
Alabama
$400K +$189K +1,035 +76%
MWM
2077
Mattern Wealth Management
Kansas
$400K – – –
DIP
2078
Davis Investment Partners
North Carolina
$400K +$2.37K +13 +0.6%
CBB
2079
Citizens Business Bank
California
$399K +$39.4K +216 +12%
BPWM
2080
Badgley Phelps Wealth Managers
Washington
$399K -$4.56K -25 -1%
EAM
2081
Evanson Asset Management
California
$399K +$47.4K +260 +14%
SSC
2082
Syverson Strege & Co
Iowa
$399K +$32.7K +179 +9%
GWAM
2083
Guardian Wealth Advisors (Minnesota)
Minnesota
$399K -$13.9K -76 -4%
KFI
2084
Key Financial Inc
Pennsylvania
$399K – – –
RCI
2085
RS Crum Inc
California
$398K -$1.09K -6 -0.3%
RA
2086
Rational Advisors
New York
$398K -$203K -1,111 -35%
AWMG
2087
Alliance Wealth Management Group
New Jersey
$397K +$123K +672 +48%
MWM
2088
Marietta Wealth Management
Georgia
$396K – – –
GDP
2089
Great Diamond Partners
Maine
$396K +$15.5K +85 +4%
PCP
2090
Proficio Capital Partners
Massachusetts
$396K +$17.5K +96 +5%
CCA
2091
Childress Capital Advisors
Texas
$395K -$21.2K -116 -5%
EIG
2092
Ellenbecker Investment Group
Wisconsin
$395K +$57.8K +317 +18%
SEIA
2093
Signature Estate & Investment Advisors
California
$395K -$12.4K -68 -3%
PWM
2094
Paulson Wealth Management
Illinois
$395K -$33K -181 -8%
AIP
2095
Almanack Investment Partners
Pennsylvania
$394K +$21.7K +119 +6%
CWP
2096
Concord Wealth Partners
Virginia
$394K -$5.66K -31 -1%
IA
2097
Inspire Advisors
Idaho
$393K -$18.4K -101 -5%
CCC
2098
Chelsea Counsel Company
California
$392K – – –
AIFAIM
2099
American Institute for Advanced Investment Management
Arizona
$392K +$86.7K +475 +30%
WI
2100
Wintrust Investments
Illinois
$392K -$7.3K -40 -2%
82 83
84
85 86