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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
3801
Opus Investment Management
Massachusetts
$1.2M – – –
AFM
3802
Anson Funds Management
Texas
$1.2M +$1.2M +5,000 New
WAG
3803
Windsor Advisory Group
Ohio
$1.2M +$1.2M +4,996 New
SJIA
3804
St. James Investment Advisors
New York
$1.19M +$95K +396 +9%
AWM
3805
Accel Wealth Management
Iowa
$1.19M -$57.1K -238 -5%
DPI
3806
Diversified Portfolios Inc
Michigan
$1.19M -$61.7K -257 -5%
ST
3807
Sentinel Trust
Texas
$1.19M -$480K -2,000 -29%
MCC
3808
Malaga Cove Capital
California
$1.19M +$127K +531 +12%
OA
3809
Operose Advisors
Wisconsin
$1.19M -$38.6K -161 -3%
BFA
3810
BMS Financial Advisors
South Dakota
$1.18M -$46.1K -192 -4%
KIG
3811
Kennedy Investment Group
New Jersey
$1.18M +$1.18M +4,907 New
CWM
3812
Chicago Wealth Management
Illinois
$1.18M +$832K +3,465 +241%
CHJWM
3813
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.17M +$7.2K +30 +0.6%
IFA
3814
Index Fund Advisors
California
$1.17M -$1.03M -4,285 -47%
EAM
3815
Empirical Asset Management
Massachusetts
$1.17M +$1.23M +5,127 +99%
PFG
3816
PAX Financial Group
Texas
$1.17M -$84.7K -353 -7%
RF
3817
Resolute Financial
Massachusetts
$1.16M -$11K -46 -0.9%
CWA
3818
Clarus Wealth Advisors
Arizona
$1.16M +$91.7K +382 +8%
CPP
3819
Capasso Planning Partners
South Carolina
$1.16M +$16.8K +70 +1%
HR
3820
Hardy Reed
Mississippi
$1.16M -$39.6K -165 -3%
OPPS
3821
Obsidian Personal Planning Solutions
Maryland
$1.16M +$301K +1,253 +35%
CIAS
3822
CBIZ Investment Advisory Services
Ohio
$1.16M +$318K +1,326 +38%
TWM
3823
TriaGen Wealth Management
California
$1.15M +$130K +543 +13%
GWWM
3824
Great Waters Wealth Management
Minnesota
$1.15M +$1.15M +4,779 New
HSG
3825
Helen Stephens Group
Texas
$1.15M -$39.4K -164 -3%
151 152
153
154 155