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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4101
Conestoga Capital Advisors
Pennsylvania
$758K -$170K -710 -18%
WCWM
4102
Willow Creek Wealth Management
California
$756K -$128K -535 -15%
TW
4103
Towerpoint Wealth
California
$753K -$73.7K -307 -9%
AWM
4104
Aspire Wealth Management
Massachusetts
$751K -$240 -1 -0%
HCP
4105
Holt Capital Partners
Texas
$750K +$24.5K +102 +3%
SL
4106
Sentinus LLC
Illinois
$748K -$89.3K -372 -11%
LRIC
4107
Long Road Investment Counsel
Michigan
$748K – – –
NAMA
4108
Nikko Asset Management Americas
New York
$747K +$2.4K +10 +0.3%
CIR
4109
Clear Investment Research
Georgia
$747K +$99.6K +415 +15%
PPWP
4110
Proquility Private Wealth Partners
Nevada
$746K -$22.6K -94 -3%
KWM
4111
KFG Wealth Management
Indiana
$745K +$745K +3,105 New
FCG
4112
Financial Connections Group
California
$743K +$123K +512 +20%
EGWAG
4113
Elwood & Goetz Wealth Advisory Group
Georgia
$743K -$5.52K -23 -0.7%
HCWM
4114
Harrison & Co Wealth Management
Virginia
$741K +$70.3K +293 +10%
VP
4115
Verum Partners
North Carolina
$735K +$736K +3,065 New
OAM
4116
Oberweis Asset Management
Illinois
$733K – – –
WIA
4117
World Investment Advisors
California
$732K -$398K -1,659 -35%
RIA
4118
Richwood Investment Advisors
Ohio
$729K +$95.8K +399 +15%
OHU
4119
Odey Holdings (UK)
United Kingdom
$728K – – –
SFA
4120
Seneca Financial Advisors
New York
$728K -$3.6K -15 -0.5%
P
4121
Palladiem
Pennsylvania
$727K -$64.6K -269 -8%
ACG
4122
Allen Capital Group
Nebraska
$725K -$2.94M -12,239 -80%
AWA
4123
Archvest Wealth Advisors
California
$725K +$23.5K +98 +3%
CWM
4124
Cranbrook Wealth Management
Michigan
$725K -$38.9K -162 -5%
MWP
4125
Meredith Wealth Planning
Illinois
$724K +$725K +3,019 New
163 164
165
166 167