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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2201
Costello Asset Management
Pennsylvania
$6.07M +$60.6K +282 +1%
FFA
2202
Founders Financial Alliance
North Carolina
$6.04M +$451K +2,099 +8%
PRWA
2203
Platte River Wealth Advisors
Colorado
$6.04M +$93.1K +433 +2%
RA
2204
RFG Advisory
Alabama
$6.04M -$464K -2,157 -7%
RFMS
2205
RWQ Financial Management Services
Florida
$6.04M +$5.84M +27,160 New
SXL
2206
Summit X LLC
Missouri
$6.04M +$5.84M +27,170 New
OCM
2207
Orleans Capital Management
Louisiana
$6.04M -$134K -625 -2%
HIM
2208
Herald Investment Management
United Kingdom
$6.01M – – –
HWA
2209
Heritage Way Advisors
Illinois
$6.01M -$101K -471 -2%
MWA
2210
MFA Wealth Advisors
Pennsylvania
$6.01M +$72.5K +337 +1%
LFGH
2211
Lee Financial Group Hawaii
Hawaii
$6.01M -$728K -3,385 -11%
KFBMI
2212
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.01M +$430K +2,000 +8%
FIM
2213
Freedom Investment Management
Connecticut
$5.96M -$664K -3,088 -10%
S
2214
SimplyRich
California
$5.96M -$13.3K -62 -0.2%
GAM
2215
Geier Asset Management
Maryland
$5.96M +$5.51M +25,629 New
NCM
2216
Noesis Capital Mangement
Florida
$5.94M -$123K -570 -2%
BIM
2217
Barton Investment Management
Pennsylvania
$5.93M -$64.5K -300 -1%
FPA
2218
First Pacific Advisors
California
$5.93M -$242M -1,126,615 -98%
CWS
2219
Cypress Wealth Services
California
$5.92M +$5.73M +26,636 New
CCG
2220
Chatham Capital Group
Georgia
$5.92M -$118K -550 -2%
IRAG
2221
Investment Research & Advisory Group
Georgia
$5.92M +$70.3K +327 +1%
MAA
2222
Mraz Amerine & Associates
California
$5.91M -$480K -2,233 -8%
IP
2223
Intellectus Partners
California
$5.91M +$241K +1,120 +4%
PFBT
2224
Parkside Financial Bank & Trust
Missouri
$5.9M +$449K +2,086 +9%
PO
2225
Private Ocean
California
$5.9M -$46.4K -216 -0.8%
87 88
89
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