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Name Holding Trade Value Shares
Change 		Change in
Stake
KHCM
2076
Kirtland Hills Capital Management
Ohio
$4.96M +$106K +171 +3%
SICM
2077
Sustainable Insight Capital Management
New York
$4.95M +$3.12M +5,050 +304%
KIA
2078
KCM Investment Advisors
California
$4.95M +$43.3K +70 +1%
CCWM
2079
Cassaday & Co Wealth Management
Virginia
$4.95M +$207K +335 +5%
AIM
2080
Advyzon Investment Management
Illinois
$4.94M +$849K +1,374 +26%
BC
2081
Barrett & Company
Rhode Island
$4.93M -$61.2K -99 -1%
OWA
2082
One Wealth Advisors
California
$4.92M -$13K -21 -0.3%
BHWM
2083
Bar Harbor Wealth Management
New Hampshire
$4.9M -$27.2K -44 -0.7%
PB
2084
Pinnacle Bancorp
Nebraska
$4.9M +$66.1K +107 +2%
OWMIAS
2085
One Wealth Management Investment & Advisory Services
Florida
$4.88M -$175K -283 -4%
SIA
2086
SGL Investment Advisors
Montana
$4.88M +$12.4K +20 +0.3%
FGC
2087
Financial Gravity Companies
Texas
$4.87M +$4.08M +6,599 New
FPWM
2088
FSB Premier Wealth Management
Iowa
$4.87M +$450K +728 +12%
RLWM
2089
RF&L Wealth Management
Massachusetts
$4.87M – – –
BP
2090
BBR Partners
New York
$4.86M +$42K +68 +1%
OHIS
2091
Oak Harvest Investment Services
Texas
$4.86M +$32.8K +53 +0.8%
CCA
2092
Covey Capital Advisors
Georgia
$4.85M – – –
OIA
2093
Optimum Investment Advisors
Illinois
$4.84M +$9.89K +16 +0.2%
GCP
2094
GSA Capital Partners
United Kingdom
$4.84M +$2.64M +4,271 +187%
AFAS
2095
Acorn Financial Advisory Services
Virginia
$4.83M -$154K -249 -4%
EWM
2096
Evercore Wealth Management
New York
$4.81M -$224K -363 -5%
MA
2097
MJP Associates
Connecticut
$4.8M +$342K +553 +9%
BWM
2098
BigSur Wealth Management
Florida
$4.8M +$2.53M +4,100 +171%
SC
2099
Skylands Capital
Wisconsin
$4.79M -$1.24M -2,000 -24%
SI
2100
Shaker Investments
Ohio
$4.78M -$2.78M -4,500 -41%
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84
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