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Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
2076
New Insight Wealth Advisors
California
$406K +$328K +8,086 New
SL
2077
Stevard LLC
Illinois
$406K – – –
APW
2078
Aurora Private Wealth
New Jersey
$405K +$4.14K +102 +1%
RA
2079
Riverstone Advisors
Texas
$404K -$3.05K -75 -0.9%
SGK
2080
Steigerwald Gordon & Koch
Virginia
$404K -$1.02K -25 -0.3%
CIA
2081
Cascade Investment Advisors
Oregon
$404K -$65K -1,600 -17%
RFG
2082
RFP Financial Group
Georgia
$403K +$5.04K +124 +2%
IGGA
2083
Iron Gate Global Advisors
Utah
$403K – – –
AWM
2084
Act Wealth Management
Texas
$402K – – –
FVCM
2085
F&V Capital Management
Florida
$402K – – –
HCM
2086
Hengehold Capital Management
Ohio
$401K +$244 +6 +0.1%
SWA
2087
SFMG Wealth Advisors
Texas
$401K -$10.2K -250 -3%
WB
2088
West Bancorporation
Iowa
$401K -$5.44K -134 -2%
AFC
2089
AFT Forsyth & Company
Florida
$400K -$36.6K -900 -10%
AWM
2090
Accurate Wealth Management
Florida
$400K +$43.6K +1,073 +15%
SDWIA
2091
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$400K -$18K -444 -5%
CFG
2092
Carr Financial Group
Massachusetts
$399K +$81.9K +2,017 +34%
BAM
2093
Brave Asset Management
New Jersey
$397K – – –
PMFA
2094
Plante Moran Financial Advisors
Michigan
$397K +$24.4K +600 +8%
USB
2095
Union Savings Bank
Connecticut
$396K +$2.23K +55 +0.7%
RIP
2096
RAM Investment Partners
Washington
$394K +$15.5K +382 +5%
SCM
2097
Sterneck Capital Management
Missouri
$393K – – –
WLIM
2098
White Lighthouse Investment Management
Massachusetts
$392K – – –
VCAM
2099
Van Cleef Asset Management
Ohio
$392K -$8.13K -200 -3%
SPWG
2100
Syntegra Private Wealth Group
Missouri
$392K +$8.45K +208 +3%
82 83
84
85 86