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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
3301
Somerset Group
Minnesota
$5.8M -$190K -445 -3%
RYIA
3302
Roehl & Yi Investment Advisors
Oregon
$5.8M +$5.86M +13,754 New
RF
3303
Robbins Farley
New Hampshire
$5.79M +$574K +1,348 +11%
AFM
3304
Aspetuck Financial Management
Connecticut
$5.79M +$5.85M +13,741 New
AHIA
3305
Andrew Hill Investment Advisors
Florida
$5.79M -$597K -1,401 -9%
GAM
3306
Gemmer Asset Management
California
$5.78M +$74.5K +175 +1%
TNAM
3307
Terra Nova Asset Management
New York
$5.78M +$510K +1,197 +10%
FGWP
3308
Founders Grove Wealth Partners
Virginia
$5.78M +$5.84M +13,709 New
CRCM
3309
Crystal Rock Capital Management
Illinois
$5.78M – – –
VC
3310
Veracity Capital
Georgia
$5.77M -$259K -607 -4%
DWA
3311
Delos Wealth Advisors
Texas
$5.77M +$1.44M +3,383 +33%
WCAMG
3312
Woodard & Company Asset Management Group
North Carolina
$5.77M +$364K +855 +7%
VCM
3313
Viewpoint Capital Management
Washington
$5.75M +$4.68K +11 +0.1%
SPWM
3314
Spartan Planning & Wealth Management
North Carolina
$5.75M +$5.81M +13,638 New
APM
3315
Advanced Portfolio Management
New York
$5.75M +$3.25M +7,632 +125%
CF
3316
Claris Financial
Virginia
$5.75M +$5.81M +13,636 New
SIC
3317
Shoker Investment Counsel
Ohio
$5.75M -$49.4K -116 -0.8%
MHWM
3318
Montz Harcus Wealth Management
Louisiana
$5.74M – – –
YP
3319
YANKCOM Partnership
South Dakota
$5.74M +$5.8M +13,620 New
NRWA
3320
North Ridge Wealth Advisors
Oregon
$5.73M -$135K -317 -2%
JCM
3321
Jacobsen Capital Management
Utah
$5.73M +$96.3K +226 +2%
MFP
3322
Meridian Financial Partners
Virginia
$5.73M -$53.2K -125 -0.9%
CYG
3323
Clean Yield Group
Vermont
$5.72M +$192K +450 +3%
FFS
3324
Flavin Financial Services
Florida
$5.71M +$5.77M +13,541 New
PWP
3325
Prasad Wealth Partners
Ohio
$5.71M +$5.77M +13,542 New
131 132
133
134 135