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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1751
Oldfather Financial Services
Nebraska
$531K +$56.4K +200 +13%
I
1752
IberiaBank
Louisiana
$530K -$160K -569 -24%
BRC
1753
Bell Rock Capital
Delaware
$528K -$95.9K -340 -16%
SIA
1754
Strategic Investment Advisors
Michigan
$528K -$77.2K -274 -13%
RIM
1755
Regent Investment Management
Kentucky
$528K -$50.7K -180 -9%
C1AG
1756
Client 1st Advisory Group
Florida
$526K +$114K +403 +31%
LIA
1757
LBMC Investment Advisors
Tennessee
$525K – – –
HHGA
1758
Halbert Hargrove Global Advisors
California
$525K +$18.6K +66 +4%
CFA
1759
Carroll Financial Associates
North Carolina
$521K +$184K +653 +59%
DJSG
1760
D.J. St. Germain
Massachusetts
$518K -$93K -330 -16%
WKWM
1761
Walter & Keenan Wealth Management
Indiana
$518K +$149K +528 +43%
EGA
1762
E&G Advisors
Texas
$517K – – –
HGWM
1763
Horst & Graben Wealth Management
Oregon
$515K – – –
GDP
1764
Great Diamond Partners
Maine
$514K +$94.7K +336 +24%
SNBOSCI
1765
Security National Bank of Sioux City Iowa
Iowa
$512K – – –
CFSG
1766
Clark Financial Services Group
Missouri
$512K +$457K +1,621 New
TCM
1767
Tanaka Capital Management
New York
$510K +$487K +1,726 New
RW
1768
REDW Wealth
New Mexico
$509K – – –
NIP
1769
Nicholas Investment Partners
California
$509K +$485K +1,720 New
BWP
1770
BSW Wealth Partners
Colorado
$508K +$241K +856 +99%
CWP
1771
Capital Wealth Planning
Florida
$505K -$750K -2,662 -61%
RZH
1772
Relyea Zuckerberg Hanson
Connecticut
$503K – – –
1WA
1773
180 Wealth Advisors
Washington
$500K -$46.8K -166 -9%
PPP
1774
Private Portfolio Partners
New Jersey
$499K -$688K -2,440 -59%
ICM
1775
IMS Capital Management
Oregon
$498K -$91.6K -325 -16%
69 70
71
72 73