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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1626
Pointe Capital Management
Michigan
$958K – – –
CA
1627
Continuum Advisory
Idaho
$953K +$10.9K +30 +1%
KWM
1628
Keebeck Wealth Management
Illinois
$945K -$185K -509 -16%
RMC
1629
Resources Management Corp
Connecticut
$941K +$158K +435 +19%
VWA
1630
Visionary Wealth Advisors
Illinois
$940K +$379K +1,043 +63%
TCM
1631
Tributary Capital Management
Nebraska
$932K +$58.2K +160 +6%
RA
1632
Rational Advisors
New York
$930K -$4.32M -11,868 -82%
SCM
1633
Seascape Capital Management
New Hampshire
$928K +$52K +143 +6%
WOC
1634
West Oak Capital
California
$927K -$10.9K -30 -1%
F
1635
F3Logic
Minnesota
$927K +$4K +11 +0.4%
ICM
1636
Intrepid Capital Management
Florida
$926K – – –
MFG
1637
MidWestOne Financial Group
Iowa
$926K +$42.5K +117 +5%
MAWCM
1638
Mine & Arao Wealth Creation & Management
California
$922K +$1.09K +3 +0.1%
VC
1639
Veracity Capital
Georgia
$922K +$2.54K +7 +0.3%
WAM
1640
Weatherly Asset Management
California
$921K +$9.09K +25 +1%
EI
1641
Ellevest Inc
New York
$914K -$261K -719 -21%
STAS
1642
Strong Tower Advisory Services
Minnesota
$911K +$967K +2,660 New
NF
1643
Nikulski Financial
Iowa
$907K +$188K +517 +25%
CFSG
1644
Community Financial Services Group
Vermont
$905K +$21.8K +60 +2%
AIL
1645
AGF Investments LLC
Ontario, Canada
$904K -$58.5K -161 -6%
RWP
1646
RWA Wealth Partners
Massachusetts
$902K +$10.5K +29 +1%
FFWA
1647
FRG Family Wealth Advisors
Washington
$899K – – –
JWCA
1648
J.W. Coons Advisors
Ohio
$898K -$3.27K -9 -0.3%
BEI
1649
Benjamin Edwards Inc
Missouri
$895K +$76.7K +211 +9%
NP
1650
NorthRock Partners
Minnesota
$893K +$415K +1,142 +80%
64 65
66
67 68