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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1726
Wealthstream Advisors
New York
$681K -$6.02K -90 -0.9%
PPWM
1727
Paragon Private Wealth Management
Kentucky
$681K +$39.5K +590 +7%
OIM
1728
Oder Investment Management
California
$678K +$10.7K +160 +2%
SAI
1729
Savvy Advisors Inc
New York
$676K +$193K +2,890 +44%
BFS
1730
Bard Financial Services
Connecticut
$674K -$50.2K -750 -7%
LSIA
1731
LaSalle St. Investment Advisors
Illinois
$673K +$68.9K +1,030 +12%
AI
1732
Accredited Investors
Minnesota
$671K +$64.9K +970 +11%
TFGT
1733
TS Financial Group (TSFG)
Illinois
$671K +$20.1K +300 +3%
PC
1734
Permit Capital
Pennsylvania
$671K -$33.4K -500 -5%
PCM
1735
Penserra Capital Management
California
$669K -$2.58M -38,510 -80%
BSTWA
1736
Blake Schutter Theil Wealth Advisors
Ohio
$667K +$629K +9,410 New
NCFG
1737
New Century Financial Group
New Jersey
$665K -$20.1K -300 -3%
BWM
1738
BCS Wealth Management
Tennessee
$664K +$146K +2,190 +31%
CWM
1739
Centurion Wealth Management
Virginia
$664K +$626K +9,360 New
KCIC
1740
Kuhn & Co Investment Counsel
Illinois
$663K +$5.35K +80 +0.9%
RMDI
1741
R.M. Davis Inc
Maine
$662K +$1.34K +20 +0.2%
CAM
1742
Clark Asset Management
New Hampshire
$660K +$148K +2,210 +31%
SWM
1743
Sendero Wealth Management
Texas
$656K -$266K -3,980 -30%
CH
1744
Canton Hathaway
Rhode Island
$656K – – –
JCM
1745
Jacobi Capital Management
Pennsylvania
$652K +$7.36K +110 +1%
CAM
1746
Cozad Asset Management
Illinois
$650K +$25.4K +380 +4%
CCG
1747
Capital CS Group
California
$650K +$613K +9,170 New
RFN
1748
Redwood Financial Network
Ohio
$648K -$12.7K -190 -2%
EWM
1749
Elite Wealth Management
Washington
$648K -$3.34K -50 -0.5%
JIR
1750
James Investment Research
Ohio
$647K – – –
68 69
70
71 72