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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
4551
Claris Advisors
Missouri
$1.29M -$954K -2,260 -44%
W
4552
WorthPointe
California
$1.29M +$29.1K +69 +2%
DWM
4553
Dogwood Wealth Management
Kansas
$1.29M +$186K +440 +18%
VA
4554
Verdad Advisers
Massachusetts
$1.28M +$533K +1,262 +79%
SWAG
4555
Spectrum Wealth Advisory Group
California
$1.28M +$53.2K +126 +5%
CRM
4556
Cramer Rosenthal McGlynn
Connecticut
$1.27M -$2.53K -6 -0.2%
SCP
4557
Stevens Capital Partners
Nebraska
$1.27M +$40.5K +96 +3%
HHRDM
4558
H&H Retirement Design & Management
Nevada
$1.27M -$8.02K -19 -0.7%
RIA
4559
Richwood Investment Advisors
Ohio
$1.26M +$2.96K +7 +0.2%
CPG
4560
Custom Portfolio Group
Colorado
$1.26M – – –
ACM
4561
Absolute Capital Management
Pennsylvania
$1.26M +$741K +1,755 +165%
KLI
4562
Kelman-Lazarov Inc
Tennessee
$1.26M -$201K -477 -15%
CCA
4563
Cadent Capital Advisors
Oklahoma
$1.25M +$576K +1,365 +95%
WN
4564
Williams & Novak
California
$1.25M +$25.3K +60 +2%
SRCM
4565
Signature Resources Capital Management
California
$1.25M +$13.1K +31 +1%
PCM
4566
Presidio Capital Management
California
$1.25M +$61.2K +145 +5%
MFC
4567
Morris Financial Concepts
South Carolina
$1.24M +$57.9K +137 +5%
LIM
4568
Letson Investment Management
Georgia
$1.24M +$152K +360 +15%
WF
4569
Warner Financial
Maryland
$1.24M – – –
TFA
4570
Tranquilli Financial Advisor
New Jersey
$1.24M -$45.2K -107 -4%
GCM
4571
G2 Capital Management
Ohio
$1.23M +$42.2K +100 +4%
LFA
4572
Lauterbach Financial Advisors
Texas
$1.23M +$2.96K +7 +0.2%
RMF
4573
Red Mountain Financial
Colorado
$1.23M +$1.17M +2,761 New
BWM
4574
Brown Wealth Management
Illinois
$1.23M +$8.45K +20 +0.7%
IAA
4575
Ironsides Asset Advisors
North Carolina
$1.23M -$173K -410 -13%
181 182
183
184 185