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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2201
Oberweis Asset Management
Illinois
$341K -$18K -50 -5%
CWM
2202
CCG Wealth Management
California
$341K +$343K +954 New
NGA
2203
Naples Global Advisors
Florida
$340K -$82.7K -230 -19%
GWCM
2204
Godshalk Welsh Capital Management
Pennsylvania
$340K – – –
XSC
2205
X-Square Capital
Puerto Rico
$340K +$33.8K +94 +11%
MF
2206
Manchester Financial
California
$340K +$342K +952 New
FSC
2207
Full Sail Capital
Oklahoma
$338K -$47.1K -131 -12%
WPC
2208
Waters Parkerson & Co
Louisiana
$337K -$52.5K -146 -13%
MCA
2209
Millennium Capital Advisors
Arkansas
$336K – – –
FP
2210
Foundry Partners
Minnesota
$336K +$338K +941 New
SAM
2211
Strategy Asset Managers
California
$336K +$338K +941 New
KWA
2212
KCS Wealth Advisory
California
$335K -$3.95K -11 -1%
RPCONE
2213
Retirement Planning Company of New England
Rhode Island
$335K – – –
RRCM
2214
Rappaport Reiches Capital Management
Illinois
$333K +$335K +932 New
GFS
2215
GYL Financial Synergies
Connecticut
$332K -$81.2K -226 -20%
JHCP
2216
Jackson Hole Capital Partners
Oklahoma
$332K +$24.8K +69 +8%
CGA
2217
Crescent Grove Advisors
Illinois
$331K -$318K -885 -49%
PW
2218
Peninsula Wealth
California
$331K +$45.7K +127 +16%
PCG
2219
Prosperity Consulting Group
Maryland
$330K -$11.5K -32 -3%
EHWM
2220
Eads & Heald Wealth Management
Georgia
$330K – – –
GWM
2221
GSB Wealth Management
Connecticut
$330K – – –
ACP
2222
Aveo Capital Partners
Colorado
$328K -$5.75K -16 -2%
ACWM
2223
Adams Chetwood Wealth Management
North Carolina
$328K – – –
CIS
2224
Continental Investors Services
Washington
$328K +$1.8K +5 +0.6%
WDC
2225
Woodward Diversified Capital
California
$327K +$359 +1 +0.1%
87 88
89
90 91