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Name Holding Trade Value Shares
Change 		Change in
Stake
PVAMC
3926
PPS&V Asset Management Consultants
Michigan
$1.29M -$71.9K -522 -5%
PWM
3927
Partners Wealth Management
California
$1.28M +$1.32M +9,567 New
HWA
3928
Heartwood Wealth Advisors
Virginia
$1.28M +$56.5K +410 +4%
HIG
3929
Heritage Investment Group
Florida
$1.28M -$67.5K -490 -5%
MA
3930
MKT Advisors
California
$1.28M +$32.4K +235 +3%
WCM
3931
Windward Capital Management
California
$1.28M – – –
FLI
3932
Family Legacy Inc
South Carolina
$1.28M +$175K +1,271 +16%
DCM
3933
Delta Capital Management
New Jersey
$1.28M -$13.8K -100 -1%
FSCM
3934
Front Street Capital Management
Montana
$1.28M +$254K +1,846 +24%
PRP
3935
Peak Retirement Planning
Ohio
$1.28M +$1.33M +9,674 New
TPW
3936
Transatlantique Private Wealth
New York
$1.27M +$201K +1,455 +18%
SMWM
3937
Silvia McColl Wealth Management
California
$1.27M +$6.89K +50 +0.5%
PCM
3938
Pointe Capital Management
Michigan
$1.27M -$56.9K -413 -4%
MCM
3939
Mengis Capital Management
Oregon
$1.26M +$23.4K +170 +2%
BAMG
3940
Brand Asset Management Group
Missouri
$1.26M +$106K +768 +9%
MRP
3941
Measured Risk Portfolios
California
$1.26M +$1.29M +9,375 New
WFA
3942
WestHill Financial Advisors
California
$1.26M -$18.3K -133 -1%
PSF
3943
Pacific Sun Financial
California
$1.26M +$1.52K +11 +0.1%
MPW
3944
MGO Private Wealth
California
$1.26M +$17.9K +130 +1%
RF
3945
Roxbury Financial
New Jersey
$1.25M +$1.25M +9,066 New
DWAM
3946
Duncan Williams Asset Management
Tennessee
$1.25M -$287K -2,084 -18%
SNBOSCI
3947
Security National Bank of Sioux City Iowa
Iowa
$1.25M -$595K -4,320 -32%
BTWM
3948
Brass Tax Wealth Management
Ohio
$1.25M +$258K +1,870 +25%
BBW
3949
Blue Barn Wealth
Utah
$1.25M +$391K +2,835 +44%
NLWP
3950
Next Level Wealth Planning
Idaho
$1.25M +$1.28M +9,302 New
156 157
158
159 160