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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2601
BOK Financial Private Wealth
Colorado
$436K +$16.8K +213 +4%
RWA
2602
Redhawk Wealth Advisors
Minnesota
$435K +$24.9K +315 +6%
PAA
2603
Peregrine Asset Advisers
Oregon
$435K -$61K -772 -13%
QC
2604
Quantessence Capital
New York
$435K +$423K +5,353 New
PGWM
2605
Parisi Gray Wealth Management
New Jersey
$435K +$395 +5 +0.1%
DWG
2606
Darden Wealth Group
Michigan
$434K +$20.7K +262 +5%
CAM
2607
Clark Asset Management
New Hampshire
$434K +$95.6K +1,210 +29%
SFS
2608
Strategic Financial Services
New York
$434K -$45.8K -580 -10%
PCI
2609
Planning Center Inc
Illinois
$433K +$1.19K +15 +0.3%
CYG
2610
Clean Yield Group
Vermont
$432K -$15.8K -200 -4%
RW
2611
Rede Wealth
Virginia
$432K – – –
SRCM
2612
Signature Resources Capital Management
California
$432K +$172K +2,177 +69%
LA
2613
Legacy Advisors
Pennsylvania
$430K +$136K +1,725 +49%
CIG
2614
Cascade Investment Group
Colorado
$430K – – –
NWAG
2615
Net Worth Advisory Group
Utah
$429K -$59.2K -749 -12%
FNWA
2616
Financial Network Wealth Advisors
Utah
$429K +$1.34K +17 +0.3%
AOWM
2617
Asset One Wealth Management
Washington
$428K -$5.84K -74 -1%
BCM
2618
Becker Capital Management
Oregon
$428K +$44.5K +563 +12%
NCM
2619
Noesis Capital Mangement
Florida
$427K +$138K +1,750 +50%
SHFP
2620
Second Half Financial Partners
Florida
$427K -$7.42K -94 -2%
CFGW
2621
Chancellor Financial Group WB
Pennsylvania
$426K +$8.77K +111 +2%
OAM
2622
Oak Asset Management
California
$426K -$7.9K -100 -2%
LJHT
2623
Laurie J. Hall Trustee
$426K – – –
PIP
2624
Philadelphia Investment Partners
New Jersey
$426K – – –
CPCM
2625
Cardinal Point Capital Management
Ontario, Canada
$426K +$412K +5,220 New
103 104
105
106 107