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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2326
Simplicity Wealth
New Jersey
$483K +$455K +1,132 New
FWA
2327
FSM Wealth Advisors
Ohio
$482K -$8.04K -20 -2%
FIM
2328
Fernwood Investment Management
Massachusetts
$482K – – –
HCM
2329
Horiko Capital Management
New York
$482K – – –
OWA
2330
Outlook Wealth Advisors
Texas
$481K +$114K +284 +34%
ACM
2331
Avalon Capital Management
California
$481K +$140K +348 +45%
HCM
2332
Hodges Capital Management
Texas
$481K +$454K +1,129 New
SRL
2333
Scientech Research LLC
New Jersey
$479K +$451K +1,122 New
C
2334
Covestor
United Kingdom
$477K +$47K +117 +12%
LAS
2335
LWM Advisory Services
Florida
$475K +$19.3K +48 +4%
DA
2336
DCM Advisors
New York
$475K -$61.5K -153 -12%
RW
2337
REDW Wealth
New Mexico
$474K -$51K -127 -10%
MI
2338
Motiv8 Investments
Florida
$474K +$447K +1,112 New
ZIC
2339
ZWJ Investment Counsel
Georgia
$474K -$12.5K -31 -3%
DCM
2340
Driehaus Capital Management
Illinois
$472K -$182K -454 -29%
EWM
2341
Evermay Wealth Management
Virginia
$471K -$268K -666 -38%
CCA
2342
Conestoga Capital Advisors
Pennsylvania
$471K – – –
PA
2343
PFW Advisors
Georgia
$470K -$33.7K -84 -7%
PA
2344
Prism Advisors
California
$469K – – –
RFN
2345
Redwood Financial Network
Ohio
$468K – – –
WCWM
2346
Willow Creek Wealth Management
California
$468K – – –
WDG
2347
Wealth Dimensions Group
Ohio
$464K -$402 -1 -0.1%
LF
2348
Lantz Financial
Illinois
$464K +$2.81K +7 +0.6%
FTIS
2349
First Trust Investment Solutions
Florida
$464K +$437K +1,087 New
NAMNJ
2350
NorthStar Asset Management (New Jersey)
New Jersey
$460K +$433K +1,079 New
92 93
94
95 96