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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1901
Woodmont Investment Counsel
Tennessee
$514K -$12K -180 -2%
NWA
1902
New World Advisors
Massachusetts
$514K +$9.36K +140 +2%
GCA
1903
Gradient Capital Advisors
California
$513K -$4.68K -70 -1%
EL
1904
EWA LLC
Pennsylvania
$512K +$42.1K +630 +11%
MLFP
1905
MPS Loria Financial Planners
Illinois
$511K – – –
JCIA
1906
Jackson Creek Investment Advisors
Colorado
$511K -$9.36K -140 -2%
GWANC
1907
Guardian Wealth Advisors (North Carolina)
North Carolina
$509K -$19.4K -290 -4%
OWP
1908
ORG Wealth Partners
Texas
$509K +$480K +7,180 New
SIMG
1909
Sonora Investment Management Group
Arizona
$509K +$97.6K +1,460 +26%
TFIPS
1910
Towarzystwo Funduszy Inwestycyjnych PZU SA
$508K -$274K -4,090 -36%
TCM
1911
TD Capital Management
Tennessee
$506K – – –
APW
1912
Austin Private Wealth
Texas
$506K +$16.7K +250 +4%
ATFA
1913
All Terrain Financial Advisors
Minnesota
$506K +$2.01K +30 +0.4%
GD
1914
Grandfield & Dodd
New York
$505K -$45.5K -680 -9%
LA
1915
Latitude Advisors
Florida
$505K +$7.36K +110 +2%
WFS
1916
WealthGarden F.S.
California
$504K +$14K +210 +3%
WHG
1917
Westwood Holdings Group
Texas
$503K +$4.68K +70 +1%
PA
1918
PFG Advisors
Arizona
$503K +$41.5K +620 +10%
SCM
1919
Saxony Capital Management
Missouri
$501K -$14K -210 -3%
OWA
1920
Octavia Wealth Advisors
Ohio
$501K -$6.69K -100 -1%
KFS
1921
Kaizen Financial Strategies
California
$501K +$26.1K +390 +6%
WCFA
1922
Walkner Condon Financial Advisors
Wisconsin
$499K +$22.1K +330 +5%
MW
1923
Maia Wealth
Colorado
$498K -$4.01K -60 -0.9%
WRPWM
1924
Werba Rubin Papier Wealth Management
California
$498K +$55.5K +830 +13%
KIA
1925
KCM Investment Advisors
California
$498K +$24.7K +370 +6%
75 76
77
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