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Name Holding Trade Value Shares
Change 		Change in
Stake
CV
3101
Counterweight Ventures
North Carolina
$1.6M +$1.63M +2,184 New
KCPG
3102
Kavar Capital Partners Group
Kansas
$1.6M -$149K -200 -8%
LIA
3103
Limestone Investment Advisors
New York
$1.6M +$1.62M +2,181 New
SN
3104
Sittner & Nelson
Oregon
$1.6M – – –
CCM
3105
Crew Capital Management
Ohio
$1.6M +$5.21K +7 +0.3%
ME
3106
McIlrath & Eck
Washington
$1.59M +$243K +326 +18%
NWM
3107
Navigoe Wealth Management
California
$1.59M +$13.4K +18 +0.8%
BEAM
3108
Baker Ellis Asset Management
Washington
$1.59M +$1.28M +1,720 +387%
IPW
3109
Invictus Private Wealth
Colorado
$1.59M -$28.3K -38 -2%
WIM
3110
Warwick Investment Management
Texas
$1.59M +$145K +195 +10%
SI
3111
Seeds Investor
New York
$1.59M -$243K -326 -13%
OC
3112
Oakworth Capital
Alabama
$1.59M +$54.3K +73 +3%
RFA
3113
Resurgent Financial Advisors
Georgia
$1.59M +$374K +502 +30%
BFPW
3114
BOK Financial Private Wealth
Colorado
$1.59M +$58.8K +79 +4%
EIP
3115
Ellis Investment Partners
Pennsylvania
$1.59M +$293K +393 +22%
CCM
3116
Chaney Capital Management
Washington
$1.58M +$1.61M +2,158 New
NC
3117
NewSquare Capital
Pennsylvania
$1.58M +$631K +848 +65%
AWM
3118
AllSquare Wealth Management
New York
$1.58M – – –
SIM
3119
SSI Investment Management
California
$1.58M – – –
FMN
3120
Financial Management Network
California
$1.57M +$135K +182 +9%
GGS
3121
Galvin Gaustad & Stein
Arizona
$1.57M -$6.7K -9 -0.4%
CA
3122
Calton & Associates
Florida
$1.56M -$54.3K -73 -3%
JBA
3123
Johnson Bixby & Associates
Washington
$1.56M – – –
AWM
3124
Abound Wealth Management
Tennessee
$1.56M +$56.6K +76 +4%
NWA
3125
New World Advisors
Massachusetts
$1.56M +$348K +468 +28%
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125
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