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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3101
Core Wealth Partners
California
$5.84M +$32.6K +78 +0.5%
EWA
3102
Encompass Wealth Advisors
Oregon
$5.84M -$800K -1,913 -11%
BCP
3103
Berkeley Capital Partners
Georgia
$5.83M +$234K +559 +4%
KTM
3104
Keeler Thomas Management
Utah
$5.83M +$420K +1,003 +7%
BWM
3105
BlackDiamond Wealth Management
New York
$5.82M +$74.1K +177 +1%
JDLA
3106
J. Derek Lewis & Associates
California
$5.82M -$236K -565 -3%
MAM
3107
Montchanin Asset Management
Delaware
$5.82M +$6.58M +15,729 New
CAC
3108
Certified Advisory Corp
Florida
$5.82M +$123K +294 +2%
WCAMG
3109
Woodard & Company Asset Management Group
North Carolina
$5.82M +$1.19M +2,844 +22%
OAM
3110
Oak Asset Management
California
$5.82M +$79.5K +190 +1%
WCG
3111
Weaver Consulting Group
California
$5.81M +$67K +160 +1%
JF
3112
JSF Financial
California
$5.81M -$336K -803 -5%
DAS
3113
DMKC Advisory Services
Iowa
$5.81M +$280K +669 +4%
FNBOH
3114
First National Bank of Hutchinson
Kansas
$5.81M -$813K -1,943 -11%
KPM
3115
Kinetic Partners Management
Florida
$5.8M -$85.8M -205,000 -93%
SHFA
3116
SC&H Financial Advisors
Maryland
$5.8M -$138K -330 -2%
HIMS
3117
Hager Investment Management Services
New Hampshire
$5.79M +$166K +397 +3%
ATIA
3118
American Trust Investment Advisors
New Hampshire
$5.79M +$77.4K +185 +1%
PVM
3119
Palogic Value Management
Texas
$5.79M -$11.3K -27 -0.2%
BIG
3120
Boothe Investment Group
Delaware
$5.79M +$6.54M +15,635 New
BA
3121
Bluesphere Advisors
Pennsylvania
$5.79M +$404K +966 +7%
PCM
3122
Palouse Capital Management
Washington
$5.78M +$1.91M +4,558 +41%
GGA
3123
Granite Group Advisors
Connecticut
$5.78M +$962K +2,299 +17%
FA
3124
Financial Avengers
California
$5.78M -$2.09K -5 -0%
WR
3125
WD Rutherford
Oregon
$5.78M -$390K -932 -6%
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125
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