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Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
2726
Hanseatic Management Services
New Mexico
$338K +$14.3K +52 +4%
AFS
2727
Axiom Financial Strategies
Indiana
$337K – – –
DIM
2728
Delta Investment Management
California
$336K -$26K -95 -7%
BA
2729
Ballew Advisors
Mississippi
$336K -$18.6K -68 -5%
CCM
2730
Colorado Capital Management
Colorado
$336K -$11.8K -43 -3%
ML
2731
McAdam LLC
Pennsylvania
$336K +$97K +354 +37%
AIM
2732
Arcadia Investment Management
Michigan
$335K -$207K -755 -38%
WW
2733
Waterfront Wealth
Kansas
$335K +$337K +1,228 New
CHP
2734
Cable Hill Partners
Oregon
$334K -$22.2K -81 -6%
AA
2735
Advisory Alpha
Michigan
$334K -$9.87K -36 -3%
BCM
2736
Bienville Capital Management
New York
$334K – – –
BB
2737
Bell Bank
North Dakota
$333K -$14.5K -53 -4%
EPWM
2738
Essex Private Wealth Management
Massachusetts
$333K -$5.48K -20 -2%
LAM
2739
LifePro Asset Management
California
$333K +$334K +1,218 New
CCC
2740
Crescent Capital Consulting
Louisiana
$333K +$335K +1,223 New
SFG
2741
Sovereign Financial Group
Connecticut
$332K +$333K +1,216 New
MGAM
2742
McGowan Group Asset Management
Texas
$331K -$4.11K -15 -1%
LF
2743
Lee Financial
Texas
$331K – – –
PS
2744
Planned Solutions
California
$331K +$82.2K +300 +33%
MWP
2745
Madison Wealth Partners
Wisconsin
$329K +$330K +1,205 New
ZIG
2746
Zuckerman Investment Group
Illinois
$328K +$46.9K +171 +17%
TIAM2
2747
Tru Independence Asset Management 2
Oregon
$328K +$329K +1,200 New
PAM
2748
Private Asset Management
California
$326K – – –
CC
2749
Callan Capital
California
$325K – – –
RWG
2750
Regal Wealth Group
California
$324K – – –
108 109
110
111 112