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Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
3526
Woodard & Company Asset Management Group
North Carolina
$4.33M +$36.7K +87 +0.9%
CWA
3527
Clarity Wealth Advisors
California
$4.33M -$91.6K -217 -2%
SAM
3528
Satovsky Asset Management
New York
$4.32M -$56.2K -133 -1%
RC
3529
RBO & Co
California
$4.32M – – –
PIM
3530
Pullen Investment Management
Florida
$4.32M +$14.4K +34 +0.4%
SFA
3531
Source Financial Advisors
New York
$4.31M -$249K -589 -6%
AIFAIM
3532
American Institute for Advanced Investment Management
Arizona
$4.31M +$17.3K +41 +0.4%
MWM
3533
Massachusetts Wealth Management
Massachusetts
$4.31M +$10.6K +25 +0.3%
IIA
3534
Integral Investment Advisors
California
$4.3M +$196K +464 +5%
FCM
3535
Fairbanks Capital Management
California
$4.3M +$66.3K +157 +2%
BC
3536
Barrett & Company
Rhode Island
$4.29M -$14.8K -35 -0.4%
RWPA
3537
Richard W. Paul & Associates
Michigan
$4.28M +$46.5K +110 +1%
CBT
3538
CoreFirst Bank & Trust
Kansas
$4.28M -$122K -290 -3%
CFSG
3539
Clark Financial Services Group
Missouri
$4.28M +$7.18K +17 +0.2%
MAC
3540
Mason & Associates (California)
California
$4.28M +$339K +803 +9%
IIL
3541
Insight Inv LLC
California
$4.27M +$76K +180 +2%
MFG
3542
Midwest Financial Group
Kansas
$4.25M +$128K +303 +3%
IAP
3543
Indie Asset Partners
Indiana
$4.24M +$120K +283 +3%
RRCM
3544
Rappaport Reiches Capital Management
Illinois
$4.24M -$861K -2,039 -18%
LK
3545
Lumbard & Kellner
New Hampshire
$4.22M -$96.3K -228 -2%
TWM
3546
TMD Wealth Management
Arizona
$4.22M -$94.6K -224 -2%
PIA
3547
Pinion Investment Advisors
Kansas
$4.22M -$114K -269 -3%
NP
3548
Ninepoint Partners
Ontario, Canada
$4.21M +$409K +969 +11%
LAS
3549
Legacy Advisory Services
Pennsylvania
$4.21M +$97.6K +231 +3%
TAM
3550
Titleist Asset Management
Texas
$4.21M +$461K +1,092 +13%
140 141
142
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