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Name Holding Trade Value Shares
Change 		Change in
Stake
DFS
4101
Dixon Fnancial Services
California
$2.19M – – –
KCM
4102
KRS Capital Management
Michigan
$2.19M +$17.8K +44 +0.9%
FAM
4103
Family Asset Management
South Carolina
$2.19M +$12.5K +31 +0.6%
SFG
4104
Seamount Financial Group
Colorado
$2.18M +$89.9K +222 +4%
AM
4105
Account Management
Massachusetts
$2.18M – – –
CA
4106
Claris Advisors
Missouri
$2.17M +$6.07K +15 +0.3%
CAM
4107
Concorde Asset Management
Michigan
$2.17M -$189K -468 -8%
EMFAT
4108
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.16M -$82.2K -203 -4%
RB
4109
Richmond Brothers
Michigan
$2.15M -$34K -84 -2%
KDA
4110
Kraft Davis & Associates
Missouri
$2.15M -$122K -302 -5%
KHCM
4111
Kirtland Hills Capital Management
Ohio
$2.15M +$2.11M +5,218 New
AAG
4112
Accordant Advisory Group
Maryland
$2.14M +$2.06M +5,098 New
MWM
4113
Mittelman Wealth Management
Massachusetts
$2.14M +$2.06M +5,087 New
IWA
4114
Inspirion Wealth Advisors
Illinois
$2.14M -$93.9K -232 -4%
TCMP
4115
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.13M -$719K -1,777 -26%
VFG
4116
Victory Financial Group
Texas
$2.13M -$82.6K -204 -4%
MPW
4117
MGO Private Wealth
California
$2.12M +$285K +704 +16%
B
4118
BetterWealth
California
$2.12M -$40.5K -100 -2%
CSIA
4119
Charles Schwab Investment Advisory
California
$2.12M +$229K +566 +13%
JFG
4120
JMG Financial Group
Illinois
$2.12M -$54.2K -134 -3%
AP
4121
Atwood & Palmer
Missouri
$2.11M +$55.9K +138 +3%
CWM
4122
CarsonAllaria Wealth Management
Illinois
$2.11M -$42.5K -105 -2%
AA
4123
AlphaQ Advisors
Florida
$2.11M +$143K +353 +8%
SPA
4124
Sherbrooke Park Advisers
New York
$2.11M +$1.31M +3,232 +182%
LI
4125
Latash Investments
Alaska
$2.1M – – –
163 164
165
166 167