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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2301
Nixon Capital
Texas
$143K +$133K +400 New
PH
2302
Pinnacle Holdings
Oklahoma
$143K -$36.6K -110 -22%
NO
2303
Ninety One
South Africa
$142K – – –
LB
2304
Legacy Bridge
Iowa
$141K +$83.2K +250 +172%
GWMIA
2305
Global Wealth Management Investment Advisory
Florida
$140K +$17K +51 +15%
GA
2306
GoalVest Advisory
New York
$136K +$126K +380 New
IBOK
2307
Independence Bank of Kentucky
Kentucky
$134K – – –
JWM
2308
Janiczek Wealth Management
Colorado
$130K +$30.9K +93 +34%
NR
2309
Newfound Research
Massachusetts
$126K +$84.5K +254 +254%
TFIPS
2310
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K +$116K +350 New
CCA
2311
Column Capital Advisors
Indiana
$123K -$14.6K -44 -11%
RBC
2312
Roble Belko & Company
Pennsylvania
$119K – – –
COCM
2313
Charter Oak Capital Management
New Hampshire
$119K +$111K +333 New
PG
2314
Proffitt & Goodson
Tennessee
$118K – – –
CYG
2315
Clean Yield Group
Vermont
$118K +$41.6K +125 +61%
PP
2316
Pacifica Partners
Canada
$112K +$53.2K +160 +89%
BCM
2317
Blume Capital Management
California
$107K – – –
CAM
2318
Cacti Asset Management
Georgia
$107K – – –
HCM
2319
Highlander Capital Management
New Jersey
$107K – – –
JFA
2320
JNBA Financial Advisors
Minnesota
$103K -$66.5K -200 -41%
TC
2321
Trust Company
Kansas
$103K -$38.6K -116 -29%
AWM
2322
Accel Wealth Management
Iowa
$102K +$94.8K +285 New
KFS
2323
Kelly Financial Services
Massachusetts
$101K +$7.65K +23 +9%
LWM
2324
Liberty Wealth Management
California
$100K +$4.33K +13 +4%
PCH
2325
PGIM Custom Harvest
New Jersey
$94K +$93.8K +282 New
91 92
93
94 95