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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3051
Integris Wealth Management
California
$6.19M -$72.1K -178 -1%
CWM
3052
Concentrum Wealth Management
California
$6.18M +$656K +1,621 +12%
ATWA
3053
Arbor Trust Wealth Advisors
Michigan
$6.17M +$143K +354 +2%
MWM
3054
Marion Wealth Management
Pennsylvania
$6.17M +$403K +995 +7%
KA
3055
Kerrisdale Advisers
Florida
$6.17M -$6.07K -15 -0.1%
EPW
3056
Evergreen Private Wealth
Colorado
$6.17M -$300K -740 -5%
SCI
3057
Stableford Capital II
Arizona
$6.16M +$2.02K +5 +0%
AFCM
3058
Alta Fox Capital Management
Texas
$6.14M -$2.79M -6,900 -32%
LAM
3059
Lewis Asset Management
California
$6.14M +$25.9K +64 +0.4%
TFM
3060
TFC Financial Management
Massachusetts
$6.13M -$115K -285 -2%
AIMA
3061
Ables Iannone Moore & Associates
Georgia
$6.13M -$81K -200 -1%
PWM
3062
Palumbo Wealth Management
New York
$6.13M +$42.5K +105 +0.7%
3IP
3063
3Chopt Investment Partners
Virginia
$6.12M +$312K +771 +6%
SOS
3064
Silver Oak Securities
Tennessee
$6.12M -$1.63M -4,021 -22%
PWMG
3065
Pinnacle Wealth Management Group
Michigan
$6.11M +$82.6K +204 +1%
WW
3066
Waterfront Wealth
Kansas
$6.11M +$141K +349 +2%
CFA
3067
Capstone Financial Advisors
Illinois
$6.11M -$31.2K -77 -0.5%
AWP
3068
Accretive Wealth Partners
New Jersey
$6.11M +$744K +1,839 +14%
SHFA
3069
SC&H Financial Advisors
Maryland
$6.11M -$333K -822 -5%
CWA
3070
Consilium Wealth Advisory
Texas
$6.1M +$166K +409 +3%
GEM
3071
Global Endowment Management
North Carolina
$6.1M +$569K +1,405 +11%
ACM
3072
Aljian Capital Management
Nevada
$6.1M -$304K -751 -5%
CGFA
3073
Colton Groome Financial Advisors
North Carolina
$6.09M +$115K +284 +2%
FNBOH
3074
First National Bank of Hutchinson
Kansas
$6.09M +$59.9K +148 +1%
WA
3075
Waddell & Associates
Tennessee
$6.09M -$394K -973 -6%
121 122
123
124 125