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Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
2176
Per Stirling Capital Management
Texas
$717K +$457 +1 +0.1%
MFC
2177
Morris Financial Concepts
South Carolina
$714K – – –
DWA
2178
Delap Wealth Advisory
Oregon
$712K +$676K +1,479 New
SGK
2179
Steigerwald Gordon & Koch
Virginia
$711K -$20.1K -44 -3%
QWM
2180
Quadcap Wealth Management
Texas
$711K -$192K -421 -22%
BBNB
2181
Baker Boyer National Bank
Washington
$711K -$255K -557 -27%
AWAP
2182
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$709K -$47.1K -103 -7%
WA
2183
Wealth Architects
California
$709K -$36.6K -80 -5%
RHAM
2184
Round Hill Asset Management
California
$708K -$80K -175 -11%
GWM
2185
Gitterman Wealth Management
New Jersey
$707K +$34.7K +76 +5%
ES
2186
Eagle Strategies
New York
$706K +$671K +1,467 New
SP
2187
Stonebrook Private
Michigan
$706K +$14.2K +31 +2%
RCA
2188
Ranch Capital Advisors
Florida
$703K +$2.74K +6 +0.4%
GJWM
2189
Gilliland Jeter Wealth Management
Arkansas
$703K -$227K -496 -25%
1WA
2190
180 Wealth Advisors
Washington
$702K +$11.9K +26 +2%
HPG
2191
Harvest Portfolios Group
Ontario, Canada
$698K +$123K +270 +23%
MFG
2192
Magnus Financial Group
New York
$698K +$12.8K +28 +2%
DI
2193
Diligent Investors
California
$696K – – –
IAS
2194
IMA Advisory Services
Colorado
$696K +$661K +1,445 New
WFMPM
2195
Woodley Farra Manion Portfolio Management
Indiana
$693K -$83.2K -182 -11%
TFIPS
2196
Towarzystwo Funduszy Inwestycyjnych PZU SA
$693K +$18.3K +40 +3%
JA
2197
JVL Associates
Michigan
$693K +$658K +1,439 New
OWA
2198
Outlook Wealth Advisors
Texas
$690K +$139K +304 +27%
DCM
2199
Driehaus Capital Management
Illinois
$690K +$149K +325 +29%
CCFM
2200
Clear Creek Financial Management
Washington
$689K +$80.9K +177 +14%
86 87
88
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