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Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
3401
Acorn Creek Capital
Colorado
$2.3M -$55.3K -401 -2%
RHJA
3402
Rice Hall James & Associates
California
$2.29M -$15.3K -111 -0.6%
FCM
3403
Fieldview Capital Management
Michigan
$2.28M +$2.34M +17,007 New
EFI
3404
EHP Funds Inc
Canada
$2.28M +$951K +6,900 +68%
KBFS
3405
Kohmann Bosshard Financial Services
Ohio
$2.28M -$72.6K -527 -3%
PFM
3406
Phillips Financial Management
Indiana
$2.28M +$298K +2,161 +15%
VFG
3407
V2 Financial group
Illinois
$2.28M -$1.93M -14,028 -45%
EWA
3408
Evolution Wealth Advisors
Florida
$2.28M +$137K +991 +6%
C
3409
Covestor
United Kingdom
$2.28M -$67.1K -487 -3%
RWA
3410
Rooted Wealth Advisors
Illinois
$2.27M -$76.5K -555 -3%
HPBT
3411
Hickory Point Bank & Trust
Illinois
$2.27M +$2.33M +16,920 New
CA
3412
Capital Advantage
California
$2.27M -$18.3K -133 -0.8%
CCMI
3413
Creative Capital Management Investments
California
$2.26M -$17.8K -129 -0.8%
PAG
3414
Paladin Advisory Group
Iowa
$2.26M -$162K -1,172 -7%
FC
3415
Fusion Capital
South Carolina
$2.26M +$30.7K +223 +1%
OF
3416
Optimize Financial
California
$2.26M +$2.32M +16,829 New
RP
3417
Regal Partners
Australia
$2.25M -$138K -1,000 -6%
MWC
3418
MBM Wealth Consultants
Missouri
$2.25M -$4.41K -32 -0.2%
RGF
3419
Retirement Guys Formula
Ohio
$2.25M +$42.9K +311 +2%
PPWM
3420
Perissos Private Wealth Management
Oklahoma
$2.25M -$197K -1,430 -8%
ARG
3421
Advisory Resource Group
Oklahoma
$2.24M -$128K -926 -5%
SEP
3422
Southland Equity Partners
Missouri
$2.23M +$84.1K +610 +4%
BFS
3423
BridgePort Financial Solutions
Iowa
$2.23M +$2.56M +18,588 New
BWM
3424
BankPlus Wealth Management
Mississippi
$2.23M +$2.29M +16,616 New
FFC
3425
Frederick Financial Consultants
Maryland
$2.23M +$2.29M +16,587 New
135 136
137
138 139