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Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
3401
Cherry Creek Investment Advisors
Colorado
$1.1M +$115K +186 +14%
GWA
3402
Geometric Wealth Advisors
District of Columbia
$1.1M +$24.1K +39 +3%
EMFAT
3403
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.09M -$47.6K -77 -5%
RHAM
3404
Round Hill Asset Management
California
$1.09M +$567K +918 +163%
PCS
3405
Private Client Services
Kentucky
$1.09M -$358K -580 -28%
KCIC
3406
Kuhn & Co Investment Counsel
Illinois
$1.09M +$232K +376 +34%
NA
3407
Nautilus Advisors
California
$1.09M -$5.56K -9 -0.6%
4WM
3408
49 Wealth Management
Texas
$1.09M +$29K +47 +3%
NP
3409
Ninepoint Partners
Ontario, Canada
$1.09M +$33.4K +54 +4%
CSIA
3410
Conrad Siegel Investment Advisors
Pennsylvania
$1.09M +$3.71K +6 +0.4%
JJBC
3411
James J. Burns & Company
New York
$1.09M +$171K +277 +23%
RFA
3412
Reyes Financial Architecture
California
$1.09M +$77.2K +125 +9%
HC
3413
Hamilton Capital
Ohio
$1.08M +$41.4K +67 +5%
TCB
3414
Texas Capital Bancshares
Texas
$1.08M +$4.33K +7 +0.5%
TBT
3415
Texas Bank & Trust
Texas
$1.08M +$682K +1,103 +306%
FC
3416
Financial Council
Maryland
$1.08M – – –
RIP
3417
Reliant Investment Partners
North Carolina
$1.07M +$24.1K +39 +3%
MFWP
3418
Mosaic Family Wealth Partners
Missouri
$1.07M -$49.4K -80 -5%
WOSD
3419
WFA of San Diego
California
$1.07M +$898K +1,453 New
CFP
3420
Curran Financial Partners
South Carolina
$1.07M +$257K +416 +40%
LF
3421
Lee Financial
Texas
$1.07M -$13K -21 -1%
GAM
3422
Gould Asset Management
California
$1.07M -$32.8K -53 -4%
HFP
3423
Holistic Financial Partners
Indiana
$1.07M -$32.8K -53 -4%
GWP
3424
Gen-Wealth Partners
Michigan
$1.07M – – –
CGA
3425
Crescent Grove Advisors
Illinois
$1.07M -$287K -464 -24%
135 136
137
138 139